Bob and the Seaview team not only assisted us in providing a dynamic valuation model, but also enabled us to better appreciate key business elements driving value within the wealth management industry.
When you’re hard at work running your business, it can be difficult to step back and review what you want to achieve and take the right steps to make improvements.
It’s not hard to make decisions once you know what your values are
– Roy E Disney
The initial stages of our Value Enhancement Program (VEP) revolve around developing a mutual understanding of what metrics define value for you as the business owner, both financially and emotionally. From an initial assessment, further analysis in key areas is undertaken. This helps drive informed assessments on what is holding your business from reaching its potential and where you may be exposed to systematic risk.