Advanced Business Practices Toolkit

Leaders of small and medium sized companies often spend many hours thinking deeply about tactical decisions, winning new business, and growing in the near-term. Sometimes it is difficult to carve out time to think about the long-term strategy of your organization. Don’t worry, A3 is here for you. This toolkit was designed specifically to help owners and operators of SME companies sustain, grow, and when desirable - exit their businesses.
Best Practice - Business Valuation Overview

Best Practice - Business Valuation Overview

This overview covers the difference between Business Appraisals and Estimated Business Valuations and which may be right for you. This asset also covers the necessary requirements and various approaches to take into consideration when completing a business valuation.

Document
Best Practice - Exit Strategy Checklist

Best Practice - Exit Strategy Checklist

This Exit Strategy Checklist has everything you need in order to begin the process of parting from your business. There are several important steps required to make the process as smooth as possible, such as the method of exiting, choosing an asking price, and how and where to sell, all of which are detailed here.

Document
Slides for all Videos in this Toolkit

Slides for all Videos in this Toolkit

Want to access and review the slides of the Advanced Business Practices Toolkit videos? You can download them here to review and access at your convenience.

Document
Template - Business Strategy

Template - Business Strategy

Utilizing this Business Strategy Template will help you organize and better understand your business' operating environment, trends, accomplishments, and value. This checklist also gives you examples of how to pursue business opportunities in the future.

Document
Template - Growth Drivers

Template - Growth Drivers

This asset provides a template to help you track and plan your company's growth over the coming fiscal years

Spreadsheet
Template - Turnkey Company

Template - Turnkey Company

This Turnkey Company Template lets you map out the maturity of your business. Additionally, you can map actions you can take to further develop your business.

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Video #1 Getting Started in Advanced Business

Video #1 Getting Started in Advanced Business

Get started learning to grow and sustain your business and establish shareholder value with this overview video. This introduction asset is vital for any automation firm owner looking to start understanding strategies for business, growth, and eventual exit.

Video
Video #2 Strategic Planning

Video #2 Strategic Planning

Developing a strategic plan for your company is crucial for success and maturing your business. This Strategic Planning Guide is an in-depth framework for strategic planning, allowing you to take your business to the next level.

Video
Video #3 Self Sustaining Strategy

Video #3 Self Sustaining Strategy

This video will help you ensure that your company has a sustainable, turnkey operation, independent of ownership. Whether you're selling your business, passing it to family, or pursuing a joint venture, you'll want to keep your business lucrative and attractive.

Video
Video #4 Growth Drivers

Video #4 Growth Drivers

This video focuses on the proper metrics and tools for you to understand and build a proper growth strategy for your business. By learning how to target certain growth metrics, you'll be able to start planning and visualizing your business' growth for the future.

Video
Video #5 Partnership Models for Growth

Video #5 Partnership Models for Growth

This video will guide you on how to make beneficial partnership choices that help grow your business without taking control away from you. There are certain opportunities you may be interested in that aren't available without a partnership, learning how to make educated partnership decisions will help you grow your business in new ways.

Video
Video #6 Exit Strategy Overview

Video #6 Exit Strategy Overview

Parting from your business may be a daunting task, but there are strategies to ensure that your business is in safe hands after your departure. This video will help you start planning your eventual exit, and how to keep the business running smoothly after your departure.

Video
Video #7 The Basics of Being Acquired

Video #7 The Basics of Being Acquired

This video will cover the basics of having your business acquired, including what to take into account when considering buyers. By learning what other companies seek, you'll be able to get the highest possible price for your business.

Video

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