Overview of core business valuation services and tools from Dunnington Consulting - an actionable way to create the future you're counting on.

1. Building Value in Your
Business
Dunnington Consulting
www.consultdunnington.com 802 863-4694

2. Potentials
How do great owners make their businesses worth more ?
1) 95 % of owners overestimate their company’s worth – it’s normal - so
those in the know increase operational strength to grow and optimize
value, well before transition.
2) Our customers typically discover a 15-45% value gap between current and
potential enterprise value, relative to competitors. Our assessment happens
in minutes, not months.
3) We rank key improvements by ROI, thus impact on valuation – which
drives out very clear priorities. Many clients can achieve a 20 % + annual
gain in operational value.
4) Absent this kind of insight and effort, the track record is poor – 80% of
businesses aren’t sold and just shut their doors.

3. The financials are a starting point, but …

4.  Profits are today’s good news from yesterday’s efforts –
and while they fund the future, they don’t predict it.
Discovering the Path to Value
If you can’t show a credible,
systematic method to generate
profits going forward - the
capacity to produce value - your
company is tough to sell. Just
ask a prospective investor,
banker or buyer.
The key is to assess, plan and build operational value.

5. But How? Is This Familiar …..
T ____ F____ We need to go faster. Be more innovative.
Make better decisions. Break down silos. Capture
more / better RFPs. Work horizontally. Simplify our
structure. Focus on the customer. Scale without
losing what makes us great. Be more agile. Change
our business model. Upgrade technology. Share
information. Prepare for volume changes. Attract
different talent. Retain the great talent we have.
T____ F ____ Too busy to improve

6. Some Days …..
“I’m not confident I could let go and leave this in other
peoples’ hands ……even for a short getaway.”

7. What are the right things to do? Which first?
Which will add the greatest value? How do
you know?

8. Got the right keys to unlock that value?

9. How Close Are You to Your Intended Transition ?

10. Some Bracing Facts
• Only 2 out of every 10 businesses that come to
market actually sell.
• Only 30% of family businesses successfully
transition to the second generation, only 12%
transfer to the third, and the success rates diminish
from there.
• Of those that succeed in the sale of their business,
75% experience “profound regret” within one year
of exiting their business.
* Source: Exit Planning Institute

11. Take the Time and Steps to Succeed
Assess Prepare Transition
Business
Valuation
Personal
Financial
Assessment
Goals
Values
Options
Value Building
/ Acceleration
Plan
Org & People
Preparation
Personal
Financial
Arrangements
Hold
Pass it on
Sell
Close
Options

12. Imagine if you systematically raised your business’ value in
a deliberate, ongoing way. You’d enjoy financial freedom
and time freedom because of:
 Customer confidence - they keep buying
 Employee confidence - they keep applying and working
 Investors call you back – and keep investing
 When you finally approach transition, the business has all
the value from your life work that you’re counting on.
Thought Starter

13. Dunnington Consulting offers value
acceleration services for growth-stage,
established and transitioning companies
Bill Dunnington brings 25 years of consulting and operational experience
- and a record of results scaling, renewing and transitioning businesses.
Services offered a la carte or bundled:
• Vital Signs is the assess, plan, build launch pad.
• Future Fitness is the organization building process tos
to install that raises that value sustainably.
• Bigger Game is the way to raise your impact with
with customers, competitors, colleagues, communities.
• We’re keen to do what best serves you: give you the analysis and get out of
your way, supply an arms-length DIY kit, provide coaching support, point
services or in-depth, roll up-the-sleeves full program management support.

14. Core Value Software – the market leader in
value growth software with done for you analytics
- patented tool and methodology developed at MIT,
- tool of choice for national valuation association (NACVA)
- used by 6,300 companies worldwide
- over $6 billion documented value gains, world-wide
Enter your sales & profit data, company knowledge to:
- Get a sector-based, operational valuation.
- Learn what your enterprise could be worth.
- See specific ROI for your company's top value gaps.
- Identify potential red flags compromising value.
Get results in minutes, not months, within +/- 10%
Private, confidential and secure data
Who is CoreValue?Vital Signs Starts with Core Value Software

15. Vital Signs Overview
Unlock
Executable Growth
Plan
Discover
Free Initial
Analysis
Unlock
Deep-Dive
Analysis

16. Vital Signs Discovery
Discover
Free Initial
Analysis
Step 1: Starts With Discovery Report – in minutes
You complete an 18
question online survey
Based on your answers, you get an
immediate report
1)A top level $ value: what is your
business worth today? (+/- 10% of
formal valuation)
2) Value gap vs competitors: what
could your business be worth?
3) 2-4 highest ROI opportunities to
improve.
Free
Fast
Online
Accurate
Secure
Sector-
relevant

17. The Deep Dive Analysis
Discover
Free Initial
Analysis
Step 2: Deep-Dive Analysis is an in-depth view of potentials
Unlock
Deep-Dive
Analysis
Based on your answers, the 80
software algorithms analyze 18 Value
Drivers, 9 external, 9 internal; 78
Driver Components, 144 Task Areas
You get:
1)ROI-based ranking of the top value
building opportunities
2)Results foot to industry benchmarks
3)Clearly apparent $ value of
improvement by driver – clarity on what
each would achieve
The deep dive 2-3 hour
survey can be done by
individuals and /or
teams

18. Deep Dive Assesses 18 Value Drivers
External Internal
Revenue Growth
Addressable Market Size
Market Share
Recurring Revenue
Barriers to Entry
Product Differentiation
Brand
Customer Diversification
Relative Margin Advantage
Clear Company Overview
Financials
Customer Connections
Sales and Marketing
Operations
Legal
HR
Senior Management
Innovation

19. Value Building – Action Plan
Unlock
Executable Growth Plan
Discover
Free Initial
Analysis
Unlock
Deep-Dive Analysis
Step 3 : Master plan for the portfolio of value building tasks
1) Clear course of action for the
leadership team to build value
2) Shows the $ value of each task
in advance
3) Rankings reflect ease of
implementation
4) Staged and sequenced tasks
laid out in 6-12 week intervals
syncs up with operational
rhythms, helps manage cash,
time and resources.
5) Drives value building
priorities into goals,
responsibilities, timing,
tracking metrics.
Actionable, data-based course of
action to build value

20. Unlock Reports Become a Clear, Simple
Value Building Management Tool
•Baseline value gap
analysis
•Reflects sector and
competitor context
•Clear, ROI-based
priorities
•Red, yellow, green
format
•Includes ‘What If ?’
scenario simulation
•Increase in value over
time for completed tasks

21. Vital Signs Stirs the Pot in
Constructive, Actionable Ways
• You inform, focus and strengthen your business with very high
speed to value.
• Your people discover the really key vital signs. You get clarity
and alignment on an ROI-based value improvement plan, and
work with them to implement it.
• Tangible progress creates momentum, the confidence born of
success, and more capacity to grow and improve.
• You sleep better. Worry less. Enjoy work more. Take vacation.
Build the path to succession. Make the business fit for the
future. Build a legacy you’re proud of.
• Virtually all (90+%) owners rethink and adjust the business
value trajectory and their personal financial plans.

22. “Using the CoreValue Vital Signs system has transformed my
practice!”-Ed Wandtke, CPA, MBA, CVA“
“The owners were looking for $1.5 million at sale when we started.
Within a year, they received an offer for $3.2 million.”
“…showed us what to focus on to confidently achieve sustainability
and scalability. Now, we’re not just a more profitable company,
we’re a more valuable company.” - Chris Hovan & Damorow
Jones Owners, Metals Your Way
“We will definitely use this again in our next acquisition.”
“Just go out and use it—it works.”

24. www.consultdunnington@gmail.com 802 863-4694
https://www.mycorevalue.com/discover/go/dunnington
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Identify your company's growth opportunities.
Identify your company's top value gaps.
Identify potential red flags compromising value.
Benchmark against your industry.
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