By Don McClain | Founder & Principal, Medro Advisors
The August 3 archive article connects business value with operating quality. For a fresh review, list recurring revenue, customer concentration, reporting quality and documented systems. For each factor, record the evidence date and one action that could improve reliability. Keep the operating target separate from any estimate of sale value. An improvement plan is useful even when no sale is planned; it does not establish a valuation or buyer interest. Discuss your ownership goals and the evidence worth preparing with Alianza Partners. FUNDED is forthcoming.
