Creating Lasting Significance
At Atruity, we empathize with the journey of business owners who have built successful enterprises from humble beginnings. We understand the challenges and the passion that drives you. As a business owner who has personally exited a business, I can appreciate the challenges of running, growing, and successfully transitioning a business.
Focus
Your organization will gain a renewed focus in order to succeed.
Align
Your organization will gain a renewed focus in order to succeed.
Motivate
Your organization will gain a renewed focus in order to succeed.
Discover Key Insights from the National State of Owner Readiness Report and How We Can Help You
Gregory Marholin
Donna Zanger
Some Important Numbers to Consider Why Many Business Exits Fail
70%
of business owners have no transition team.
83%
have no written plan for their exit.
49%
have no plan at all.
93%
have no formal plan for life after the business.
The Value Acceleration Methodology
These opportunities and challenges are where the Value Acceleration methodology steps in. As CEPA-certified exit planning advisors, we specialize in harmonizing business, personal, and financial plans to elevate businesses from mere success to lasting significance.
Our Personalized Approach
We present to our owners a Personal, Financial, and Business assessment correlated to the business’s range of value. If you aren’t ready to sell, you’re not prepared to grow. Regardless of your intentions of growth or transitioning, the strategy remains the same.
Understanding the Three Critical Gaps
The Profit Gap
A measure of how much money owners are leaving on the table each year from missed growth opportunities.
The Value Gap
The difference between the actual present value and the best-in-class value for the relevant business industry.
The Wealth Gap
The difference between what all your assets will produce in income after the sale versus what income you need to maintain the chosen lifestyle after the sale is completed.
Leveraging Your Intangible Assets
80% of a Business’s value lies with its intangible assets. By intentionally focusing on an organization’s intangible capital, we foster an ownership culture that prioritizes relentless strategy execution to address both the profit and value gaps. Simultaneously, we also address the wealth gap by developing written personal and financial plans and identifying and providing insights into resolving the wealth gap.
The Four Intangibles
- Customer Capital: Understanding your customer relationships and market reach.
- Structural Capital: Optimizing your processes and infrastructure.
- Social Capital: Building a strong network and community engagement.
- Human Capital: Investing in your employees’ skills and development.
Get in touch
Atruity is located in Sarasota FL, but services a global community.