Clarify Your Path To A More Valuable Business and Turn Your Vision Into Reality

When your BerganKDV team understands what is important to you, we can help guide you towards that vision.

Joining the BerganKDV intentional growth community will unlock 4 virtual sessions and dozens of resources to not only bring you greater clarity and growth in your business, but a team and network focused on getting you there.

Create Wealth
Enjoy Work
Have an Impact

Join an upcoming session:

February 10, 17, 24 and March 3. All sessions hosted virtually 12:00 – 1:30 PM CST
May 9, 16, 23, 30. All sessions hosted virtually 1:30 – 3:00 PM CST

An Overview of the Five Principles

A BerganKDV exclusive on-demand webinar:

Gain clarity on what you want from your business
Understand the 5 major exit options, how they impact valuations and the owner’s role post-closing
The 8 functional areas of a business to focus on to grow the value of your company
Insight into if the virtual cohort sessions are a good fit for you and your business.

YOU’VE RISKED AND SACRIFICED A LOT

It shouldn’t be this difficult to make progress towards your goals and get good advice from people who ‘get it.’

Quit feeling trapped
Start making progress
Get clear on where you’re going
Be confident in your path forward
Stop wasting time and money

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YOUR TRAINING INCLUDES:

36 videos (average video length 9 minutes) and 5+ hours with supporting exercises
Exercises to help you clarify what you want from your business and why
Videos on how to think about your company like a financial asset
Modules explaining how your future exit options are impacted by your decisions today
How to make sure your time and money are going into strategies that grow the value of your business

Confident lady business trainer coach give flip chart presentation

THE TRAINING IS ORGANIZED INTO AN EASY-TO-DIGEST CURRICULUM BASED ON THE 5 INTENTIONAL GROWTH™ PRINCIPLES.

Principal #1

Principle #1 – Your Drivers. Develop a vision for what success looks like by identifying what drives you and how to identify what you want from your business. Get a better understanding of who you are, what you want from your business and why.

Overview of Your Drivers and Vision Wheel
The Intentional Growth™ Assessment
Identifying your stakeholders & what you want for them
Podcasts for Principle #1 - Your Drivers

Principal #2

Principle #2 – Financial Targets. Before you double down on your growth strategy, pick an exit option, and sell your business, you need to understand what your financial targets are and how much your business needs to be worth for you to hit your goals.

Overview of the three financial targets 1.) Target Income 2.) Net Worth 3.) Business Valuation
Enterprise vs equity value
Intrinsic vs transaction value and methods to value a business
EBITDA and Normalized EBITDA
Multiples of EBITDA and WACC (weighted average cost of capital)
Company specific risk and long-term value creation
Case Studies - WACC and enterprise vs equity
Case Studies - financial targets and net proceeds
Asset vs stock sale and typical deal structures
Net proceeds calculation and case study examples
Podcasts for Principles #2 - Financial Targets

Principal #3

Principle #3 – Exit options. Once you know what you want and what your financial targets are, you can look at multiple exit options through a lens that makes sense to you. Learn how to view exit plans from different angles to understand their impacts on valuation, timing and post-close relationships in order to fully evaluate their fit.

The importance of understanding the difference between your ownership and management roles
Exit Option #1 - Internal transfer / buyout
Exit Option #2 - Acquisition entrepreneur
Exit Option #3 - ESOP (Employee Stock Ownership Plan)
Exit Option #4 - Private equity firms
Exit Option #5 - Strategic buyers
Exit Options Attribute Comparison Chart
Podcasts for Principle #3 - Exit Options

Principal #4

Principle #4 – Increase Value. Your business is not valued on just the top and bottom line. The value of your company is directly related to how predictable, sustainable, and transferable the cash flow is.

Creating sustainable, predictable and transferable cash flow
The 8 value drivers (functional areas) of a business
Value Driver #1 - A detailed and actionable strategic plan
Value Driver #2 - A clear financial strategy
Value Driver #3 - sales & marketing
Podcasts for Principle #4 - Increase Value

Principal #5

Principle #5 – Team of advisors. In order to optimize your plan and get what you want, you need to hire the best team of advisors you can. Missing one idea or technical piece of the puzzle could cost you hundreds of thousands — if not millions — of dollars.

Building the team, areas of expertise and levels of advice
The difference between investment bankers, brokers and the process of selling to a 3rd party
Podcasts for Principle #5 - Team of Advisors

Illume Advising Shares How Intentional Growth Changed Their Business

Don’t spend tons of time and money on growth, only to be in the same spot three years from now
Leave with a knowledge base that gives you renewed confidence in making the decisions that are in front of you
Don’t get stuck feeling frustrated and anxious
Finally feel confident and clear on how to make progress towards your goals

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Learn More About Our Services

We’re more than finance. More than tech. More than wealth management.