The process of Value Creation for your business

Value creation is a shift in strategy and focus, on allocating resources and efforts to the key drivers that increase the value of a company, for business owners and all stakeholders involved. By integrating value creation activities into a strategic action plan, business owners will be more successful in increasing the value of their company and attaining their financial goals with an exit strategy.

Step One

Analysis of the current situation

  • Complete A.C.T.E. assessment
  • Mission
  • Vision
  • Values
  • Gather financial information
  • Competition
  • Customers
  • Product and services
  • Organizational Chart & Employees
  • Complete SWOT analysis
  • Define your edge

Step Two

Determine the value of the business and set the goals

  • Take a step back and think the future of your business in two to five years.
  • Clearly define the goals, aspirations, and timeline
  • Determine the value of the business today
  • Determine a scenario and value objective for an exit strategy

Step Three

Prepare Action plan and alignment

  • Short term goals / Priorities / initiatives (S.M.A.R.T.)
  • How will you measure your progress (K.P.I.)
  • Financial-Customer-Operations-People
  • Budget: Align budget and resources to plan

 Step Four

Execution and follow-up

  • Organizational objectives
  • Departmental / Individual objectives
  • Communication Timeline
  • Monthly meetings to discuss interim financial statements, action plan and set tactics to increase the value of the business.

Orest Lysymanko is a Professional Business Coach with Orest Coaching ( and can be reached at [email protected] or 514-770-2447.