The Methodology
The Value Engines
Business Operating System
10 engines. 39 subcategories. 30+ deployable tools. A credentialed methodology that produces premium-valued, transferable assets.
The 10 Engines
Every dimension of enterprise value, installed.
Strategy
Written plan, defined target market, competitive moats, intentional growth path
Leadership
Capable senior team, engaged advisors, succession plan, decisions made without the owner
Sales
Predictable pipeline, trained team, tracked conversion, diversified customer base
Marketing
Documented demand system, clear positioning, consistent brand, tracked ROI
People / HR
Right people / right seats, leadership depth, systematic hiring, current handbook
Operations
Documented playbooks, reduced rework, systems-not-heroics execution
Finance
Timely accurate reporting, cash forecasting, strategic capital, diligence-ready books
Legal
Defensible contracts, protected IP, clean filings, reduced due diligence risk
Culture
Values-aligned behavior, retention, continuous learning, transition-resilient team
Innovation
Current tech stack, AI readiness, funded R&D, pipeline of future offerings
Scoring System
Critical. Caution. Cadence.
Every subcategory within every engine is scored on the Value Engines 3-tier scale. The scoring is the diagnostic AND the progress meter.
Critical
0–49%Major constraint, active risk to value
Owner-dependent operations, missing systems, poor data quality, high concentration risk
Caution
50–75%Functional but limiting, uneven execution
Systems exist but inconsistent, partial documentation, leadership depth incomplete
Cadence
76%+Strong, scalable, buyer-ready
Documented, consistent, owner-optional, defensible, diligence-ready
Technology Core
The AI Intelligence Layer
This is not a static tool. It is a robust, cutting-edge system that evolves as markets, technology, and industries shift. It reads client correspondence, analyzes session notes, monitors industry sources, and identifies emerging operational risks.
It prescribes the exact Value Engines tools needed to address problems as they surface — ensuring the advisor walks into every 60-day working session with a current, data-informed view of the client's operational health.
Proprietary EBITDA Valuation
Three components. One valuation.
Real-Time Industry Multiples
NAICS codes automatically pull current valuation multiples based on live market data and comparable transactions.
EBITDA Baseline
Financial performance input using recast EBITDA, providing the earnings baseline against which the industry multiple is applied.
Quality Score
50-point diagnostic evaluates operational maturity across all ten value engines. A low Quality Score suppresses valuation — proving operational health drives enterprise value.
Less Operator. More Owner. Higher Multiple.
Schedule a Discovery Valuation