Wealth Gap Analysis | Straight Forward

**Discover the Gaps Before You Exit**

Most business owners have what is referred to as a “Wealth Gap.” That is, the value to which the business owner’s business and investments will grow from now until retirement age is often distanced between reality and the expectation of what the owner requires to maintain their desired lifestyle.

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The good news here is, the business is often the largest portion of the owner’s investment portfolio, and...

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The business often is not running best-in-class and therefore has a “Value Gap”.

The Value Gap is addressed through the Value Acceleration process of Exit Planning.

Take the first step in finding out what your business is worth by scheduling your assessment today. Start making better decisions for your company and its growth today.

**Considering Selling? Start with Clarity, Not Commitment.**

Before investing thousands into a Certified Valuation, many business owners benefit from a practical, real-world estimate of their business’s worth.

That’s why we offer Experienced Estimated Valuation Guidance—powered by our internal M&A specialist, Alan, who brings over a decade of private equity experience, with particular strength in the manufacturing sector.

Alan has reviewed hundreds of deals and understands how buyers think, where they find value, and what they’re willing to pay for it. His insight can help you:

Understand your company’s likely value range in today’s market
Identify areas where value is being left on the table
Decide if now is the right time to explore a sale
Uncover whether a Wealth Gap or Value Gap exists

This is not a certified valuation. Instead, it’s a no-pressure, strategic input to help you think clearly before taking your next step.

Let’s find out where you stand—and what your company could be worth to the right buyer. Schedule your call today!