VOP Valuation Diagnostics

Know what you have - and why it’s worth what it’s worth.
Most owners don’t have a clear answer to these questions:

• What is the business worth - and why?

• What is driving value - and what is draining it?

• Where is the biggest “value leak” hiding?

• What would a buyer or lender flag first?

• What would move value the fastest over the next 12-24 months?

A VOP Diagnostic is a diagnostic valuation and business performance assessment designed to surface the real constraints - not just provide a number.

You’ll walk away with:

• A clear valuation baseline (with the key drivers that matter)

• The top constraints reducing cash, profit, and value

• A prioritized list of value opportunities (what to fix first, second, third)

• A plain-English explanation you can use with partners, lenders, and advisors

• A practical roadmap for what to do next (even if we never work together again)

Best for Owners who want clarity before they:

• hire leadership

• spend big on growth

• refinance or restructure debt

• bring in partners

• sell in 1-5 years (or want to keep the option open)

Typical next step: Strategic Planning (built from the diagnostic)

Strategic Design & Business Planning

We craft unique and innovative designs, working closely with our clients to bring their visions to life.
Turn the diagnostic into a plan that actually gets executed.

Most “strategic plans” fail because they start with brainstorming.
We start with constraints.

Strategic Planning with Business Master Mechanic is not a retreat, a binder, or a vision board. It’s a working plan built to answer:

• What should we do - and what should we stop doing?

• Where are we constrained (capacity, cash, leadership, ops, pricing, sales)?

• What must be true for growth to be profitable instead of chaotic?

• What are the 90-day priorities that change the game?
  

You’ll walk away with:

• A constraint-first operating plan (not a wish list)

• A small set of priorities with clear owners, timing, and metrics

• A practical execution rhythm (so it doesn’t die after week 3)

• Decisions clarified: what you’re building, what you’re not building, and why

• Alignment across leadership (or a clear picture of where alignment is missing)

Best for Owners who are:

• growing but feeling the strain

• stuck with “we’re busy but not getting ahead”

• planning to hire, expand, or invest and want to avoid expensive mistakes

• trying to reduce owner dependence

Typical next step: Exit Planning (when optionality matters)

Exit Preparedness & Planning

Our architecture services prioritize function and form to create spaces that stand the test of time.
Build optionality - even if you never sell.

Exit planning is not “selling your business.”
It’s making the business transferable.

Most owners wait too long, then get forced into a timeline they didn’t choose. Exit planning fixes that by making sure the business can survive and thrive without you.

We focus on:

• reducing key-person risk (owner dependence)

• strengthening cash flow quality

• improving reporting and decision visibility

• tightening operations and governance

• preparing for lender scrutiny and buyer scrutiny

You’ll walk away with:

• A clear “exit readiness” picture - what’s strong, what’s risky, what’s missing

• A value-growth roadmap aligned to your timeline (1 year, 3 years, 5 years)

• A prioritized list of transferability upgrades (what makes a buyer pay more)

• A plan to reduce owner dependence without killing speed or culture

• Better options: sell, recap, partner, hand off, or keep and harvest

Best for Owners who:

• want to protect what they’ve built

• want to stop being the bottleneck

• are within 1-10 years of a sale or succession decision

• want bank-ready / buyer-ready confidence

Sell-ability Readiness

VOP-based sellability readiness valuation with on-site diagnostic. Get a sellability score, Quality of Value, and a roadmap to raise value 3+ years out.

Late Stage Enhance & Exit ™

Exiting within the next 24 months?

If you’re inside a two-year window, the goal is not “exit planning.”
The goal is deal readiness - fewer surprises, fewer discounts, and a cleaner path through diligence.

Professional Services For

Advisors, Accountants, Attorneys, & Their Business Owner Clients

Who this is for (and who it’s not)

This is for owners who:

• want the truth, not a pep talk

• are willing to fix what’s constrained, even if it’s uncomfortable

• care about cash flow and value, not just revenue

• want a business that can grow without breaking
  

This is not for you if:

• you want a one-off “quick answer” without doing the work

• you’re looking for generic consulting slides

• you want someone to rubber-stamp decisions you already made
  

What it costs and how to start

The cleanest way to start is a short call to confirm fit and determine the right starting point.

• If you need clarity - start with VOP Diagnostics

• If you already know all the constraints and risk - start with Strategic Planning

• If optionality and transferability are the priority - start with Exit Planning

How engagements usually work

Most clients follow a simple sequence:

1. VOP Diagnostics - clarity and priorities

2. Strategic Planning - convert priorities into an execution plan

3. Exit Planning - build transferability and optionality

If you already have a strong valuation or you’re already deep into exit prep, we can start at step 2 or 3 - but we’ll still confirm the constraints first.