Built exclusively for COCPA members, a complete system to ready your business or your client’s business – one step at a time
Getting ready to sell a business is no small feat. Similar to running a marathon, it takes time, energy, money and most of all, preparation.
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Powered by process
The hardest part of growth is understanding where to start. Our phased approach makes it simple.
Through our proprietary online application, we get to the heart of every business risk and every attribute so you know the best path forward.
Using our Pathfinder program, our growth guides will help you or your clients pave the most effective path forward.
Whether you’re here to become a better leader or because you eventually want to sell, knowing you’ll have the freedom to choose is the best possible outcome.
STEP 1
Assess business risk with CoPilotTM
Answer a few questions
Okay, more than a few (120 to be exact – don’t worry, it’s multiple choice and only takes about 30 minutes, even for “C” students…)
See how you stack up
Our patent-pending algorithm will tell you how your company’s valuation would likely compare to your peers, and it will identify critical risks you need to address prior to talking with investors or buyers.
See your prioritized issues list
CoPilot’s algorithm delivers a prioritized list of issues and risks for you to address – some you might have expected, and likely some that are surprises.
Set a plan, get to work
We have your back. For each issue on your list, we will give you several potential solutions you can utilize, so you can get started right away.
WHAT COPILOT DELIVERS
Insights
See how professional investors perceive your company or your client’s company
Understanding
Know what conditions are increasing value or draining it and why they matter.
Prioritization
Identify risks and corresponding solutions, in the right order, to enhance value.
Peer-To-Peer Valuation
See how your valuation compares to your peers.
STEP 1
Assess business risk with CoPilotTM
Answer a few questions
Okay, more than a few (120 to be exact – don’t worry, it’s multiple choice and only takes about 30 minutes, even for “C” students…)
See how you stack up
Our patent-pending algorithm will tell you how your company’s valuation would likely compare to your peers, and it will identify critical risks you need to address prior to talking with investors or buyers.
See your prioritized issues list
CoPilot’s algorithm delivers a prioritized list of issues and risks for you to address – some you might have expected, and likely some that are surprises.
Set a plan, get to work
We have your back. For each issue on your list, we will give you several potential solutions you can utilize, so you can get started right away.
WHAT COPILOT DELIVERS
Insights
See how professional investors perceive your company or your client’s company
Understanding
Know what conditions are increasing value or draining it and why they matter.
Prioritization
Identify risks and corresponding solutions, in the right order, to enhance value.
Peer-To-Peer Valuation
See how your valuation compares to your peers.
The anatomy of a healthy business
For a business to function optimally, each department is imperative and must carry its own weight.
Using CoPilot, we can see what systems are in check and those needing enhancements.
Customers
Don’t just create customers, create customers that make sense for your business.
Organizational
Applying process will help your systems run in harmony.
Team
They are the heart of your company. Build a team that will bring your vision to fruition.
Strategy
Know yourself and know your competition, and you fear nothing.
Market
There’s opportunity everywhere, This is your time to seize.
Growth
You can be a lifestyle business or one that scales. We’ll show you how.
Financial
It’s easy to get caught up in the day-to-day, make sure your books are in order.
Step 2: Grow Your Business with Class VI Pathfinder ™
1
Review your CoPilot™ report with a growth coach.
We provide a lot of information in our assessment report. Our coaches are well-versed in what needs to happen next.
Understand valuation today
Understand what you are worth today, and how different risk mitigation and growth strategies will impact your future value.
2
3
Prioritize risks and select a growth strategy
Now that you’ve set a goal, our team can help prioritize your focus into a phased approach so you stay on task and on time with your goals.
Increased company value
Enjoy knowing the fact that all your hard work will pay off.
Get what you want
We crystalize your plan accordingly so when there’s buyer interest, you’re the one in the driver’s seat.
Never get taken advantage of
You’ll be sitting across the table from people who evaluate companies like yours for a living. Luckily, we’ve got the answer key.
No broken deals
We work to prepare your company so when it comes time to sell, there are no surprises and your odds of success are high.
STEP 3
Freedom to be selective
Now your business is functioning optimally. You have many options and can sit back, relax or get back to work…but only because you want to. Not because you need to.
Become a better leader
In both work and family life, you will have the time and tools that promote a better balance.
Sell your company
Now you’re in the driver seat, with no risk of being taken advantage of by investors.
Transfer to family
Feel good knowing what you’re passing down is performing optimally – with room for growth.
Hold and cash flow
Congratulations, you built a business with low-risk cash flows. Time to sit back and enjoy the fruits of your labor.
Executive team leadership
Exceptional growth stories don’t happen by chance.
Let’s make the most of your business together.