Value Enhancement

Central to the success of positioning your company to reach your goals is implementing a strategic plan that will maximize the value of your company.

Heritage Capital Group will work with you to develop a strategic and tactical plan that will help you the lay the groundwork to maximize the value of your business while giving you control over the timing and success of a transaction.

Steps of planning include:

• Defining your personal goals and outcomes
• Diagnosing performance deficiencies
• Establishing budgeting and control systems
• Identifying an advisory team that generates measureable results
• Identifying key value drivers for your industry sector
• Developing tactical plan/executing plan to increase value
  over a defined timeline

Transition and exit planning increases the opportunity of selling your business from 30-50% (industry standard) to as high as 95%. For every dollar spent to improve a business, sellers could see a return of $3 to $6. Identifying and making these changes can take as long as two years or more, so it’s critical to start early.