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Business Builder Evaluation

Want to find out exactly by how much your business can grow? Want to at the same time learn exactly what to do to achieve that growth? We can assist with a business valuation and growth plan that will show you in real terms where and how to grow your business. We have to date helped 100s of business find up to R5million additional value in their business and can do the same for you.

Business Builder is a coaching and mentoring program for fast-tracking the benchmarking of your business against your competitors and industry.

Contact Details

Thanks, now that we have captured your details we can get right into finding your key Business Builder focus areas. We will now ask specific questions related to your current operational and strategic status. This will help us determine the fastest route to taking your business to the next level!

Description Area

Business Planning - What are you targeting?

What is your plan? Are you clear on where you are and where you are going?

Do you currently track your performance?

0 - Our Sales are great we will be okay at year end.
10 - We have a strategy with clear objectives to achieve it.

0

Do you have a 2 to 5 year plan indicating where you want to be?

0 - We base our growth on last years performance.
10 - We have a strategy with clear objectives to achieve it.

0

Have you set goals and targets for your business?

0 - We dont have targets.
10 - We have a plan with goals that we track monthly.

0

Do you track your performance against plan?

0 - We make sure we dont miss targets or else we try again till we achieve it.
10 - We track important goals and review progress weekly.

0

Well done! We are making progress! Now lets look how your business develops products and manages innovation!

Product/Service Innovation

Developing new product and services

How often do you roll out new products and services?

0 - Our existing products/services are still good enough.
10 - We have a formal product development tracking pipeline with business case.

0

How do you manage new product/service development?

0 - We plan new products/services when revenue is down.
10 - We track market needs and constantly develop new products/services.

0

Who does your product/service development?

0 - Only management is involved.
10 - We involve the entire value chain from customers to staff.

0

How do you innovate in your business?

0 - We copy the market.
10 - We have innovation targets tracked monthly.

0

Awesome! With Business Planning and Innovation covered we can take a closer look at your market.

Your Market - Market Definition

What market are you targeting and how are you growing market share?

How do you plan which market to target sales into?

0 - Our sales are based on demand.
10 - We have a formal plan to target new markets.

0

Are you looking for new growth?

0 - We focus on existing market due to limited resources.
10 - We need to grow so we regularly plan new markets.

0

Are you generating sales from new markets?

0 - All sales are from current markets.
10 - We have sales targets from new markets.

0

How well are you growing your existing market?

0 - We dont have a formal up/cross sell plan.
10 - We track up/cross sell sales from existing markets.

0

Almost done! We now need a better understanding of your customers and how you target new customers.

Your Customers - Finding and growing your customer base

Where do you find, grow and keep your customers?

How do you manage customer value?

0 - We do not track or manage customer lifetime value.
10 - We have a detailed plan that focuses on tracking customer life time value.

0

Do you manage customer churn?

0 - We lose some customers but get new ones regularly.
10 - We closely manage customer churn and churn reasons.

0

How do you use systems to improve sales and customer service?

0 - Our customer processes are mostly manual.
10 - All our customer processes are automated and tracked.

0

How satisfied are your customers?

0 - We do not measure but get little or no complaints.
10 - We measure customer service and implement improvement plans.

0

Almost done! Just 4 more to go! Let review your capabilities and how you use them to deliver.

Capabilities - Have you got the capability to deliver

What capabilities do you need to deliver on your strategy?

How do you ensure you deliver high quality products/services?

0 - We track all complaints and always deliver high quality.
10 - We have formal quality measures that we review monthly.

0

How do you improve your performance?

0 - We have a good idea of current and required staff competencies.
10 - We conduct and align with formal capability audits.

0

How do you ensure quality delivery through partners and suppliers?

0 - If they fail to deliver we do not use them again.
10 - We have supplier and partner SLA performance management plans in place.

0

Do you use systems to improve your business?

0 - We use Microsoft for all our needs.
10 - We have an integrated workflow and delivery system.

0

Almost done! Just 5 more to go! Let review your financial management and profitability.

Finance - How profitable are you?

How well are you managing cash flow, margins and profitability?

How do you manage cash flow in the business?

0 - We track cash flow using our bank statements.
10 - We have formal cash flow reports that we review monthly.

0

Are you able to track profitability margins for each product/service?

0 - We only manage the overall gross and net margins we make.
10 - We track and manage margins for each product/service we sell.

0

Do you have a formal credit management process in place?

0 - We track all outstanding invoices monthly.
10 - We have structured credit reports in place that we track monthly through credit reports.

0

Do you know your current profitability?

0 - We review all accounts at year end.
10 - We review monthly profit and loss reports.

0

Almost done! Just 4 more to go! Now we need to review your marketing strategy.

Marketing - What is your marketing Strategy

Are you reaching your target market and are you generating suffiecient leads?

Do you have a Digital Marketing Strategy?

0 - We have a basic website.
10 - We run social media and other digital campaigns that are integrated into our CRM.

0

How many leads does your Marketing create?

0 - We don't generate that many leads.
10 - We generate suffiecient leads that convert into sales.

0

How do you ensure you outperform your competitors?

0 - We provide better quality services at a competitive price.
10 - We conduct market research to ensure a differentiated product/service positioning.

0

How much do you spend on marketing?

0 - We dedicate budget when we need more sales.
10 - We have a formal marketing budget that we spend yearly on campaigns.

0

Just 3 more to go! Now we just need to see how you manage sales and people!

Sales - Is your sales plan delivering?

Are you effectively structuring and managing your sales process?

How do you manage your sales?

0 - We do not have formal sales targets but work hard to make sales every month.
10 - We have yearly, monthly and weekly targets in line with our strategic goals.

0

Do you have a structured sales process?

0 - Our sales teams follow their own processes.
10 - We have a formal sales process linked to products/services flow.

0

Is the value of your sales pipeline greater than your revenue targets?

0 - Not sure what our sales pipeline is worth.
10 - We ensure 3 times our company revenue targets in our pipeline as cover.

0

How do you rate your sales teams skills and capabilities?

0 - We do basic sales training but don't measure sales capability.
10 - We have a formal sales training and skills development plan.

0

Second last one! We just need to see how you manage your people

People - Are you managing an optimal team?

Is everyone in the team clear on the vision and what is expected from them?

How do you align everyone with your business targets?

0 - We inform all staff of our business targets for the year.
10 - We break down business targets into each employees performance contracts.

0

How do you ensure they are the right person for the job?

0 - We have a formal job application form.
10 - We have formal job descriptions linked to a resource plan that supports the strategy.

0

How do you establish employee training & Development requirements?

0 - We don't offer any formal training programs.
10 - All positions in the business are linked to a development path and training program.

0

How do you ensure employee performance?

0 - We provide adhoc feedback to employees when needed.
10 - We have targets for each employee and a performance management framework that we review quarterly.

0

Last one! We now have a good view of how you are managing your business all that remains is to look at how you manage governance and compliance

Governance - Are you complying to all governance and compliance requirements?

Are all compliance and risk review and control measures defined and in place?

Are Performance measurement of Board of Directors, Senior Management, Owners done?

0 - We do not measure board or management performance.
10 - Monthly, Quarterly and yearly reviews are in place for board, management and owners.

0

Are there defined roles, duties, rights and expectations between the Companies govering bodies?

0 - We don't formally track this.
10 - Interactions among the Owner(s) Partners, Shareholders, the Directors of the Board, Managers and Key Employees are defined and managed.

0

How does the business manage risk?

0 - We don't have a formal risk management process in place.
10 - There are measures, controls and Policies in place for the Company to regularly assess Failures and Risks.

0

How often are Policies and Procedures updated to take into account changes in Legislation and Regulations?

0 - We don't have formal reviews but I am sure we are compliant.
10 - Conformance to Laws, Statutory Controls, Legislation and formal Regulation are regularly reviewed and amended.

0

Done! We will now gather some financial and business information. This step will enable us to provide you with a valuation of the business now while at the same time giving you an idea of what it will be worth in the future!

Financial Performance

Value only no R
Value only no R
Value only no R
Net income (after TAX)
Equity is equal to a companies total assets minus its total liabilities
Sales minus Cost Of Sales (Excludes Indirect Costs)

Growth Mindset

0

Exit Srategy
Sales minus Cost Of Sales (Excludes Indirect Costs)
Sales minus Cost Of Sales (Excludes Indirect Costs)

Overall Analysis

Next we review your results and will provide you with a report highlighting your performance in the following areas. Our team will contact you in the next 24 hours to set up a meeting to review the results with you.

We have Calculated your scores and will be able to show you how your business is performing and more importantly how to improve each area. Again the results will be linked to the development plan shown as an example

Business Analysis and Valuation

We will provide you with a detailed valuation and strategic analysis to assist you with building a successful and scalable business.

Based on the score you achieved we are able to determine the maximum multiple of earnings that your business would be able to get. The average multiple of earnings are normally 3 times.


Working with you we not only target the increase of the score and your overall maturity rating bit also work with you to get to at least a 6 times multiple for your business. Below is an indication of what this would look like compared to where you are now.