If we commit to your 24-month EOS® and exit readiness engagement, what specific tools or assessments do we use during the first 90 days to establish our baseline valuation and identify our initial Value Gaps?

Question

Tyler Smith · Accepted Answer

During the first ninety days, we focus heavily on the Step by Step Exit framework alongside our foundational EOS® tools. We establish your baseline valuation by conducting a comprehensive Value Gap analysis. This process measures the difference between your current business value and the net proceeds you need to fund your post-exit life. We use a structured valuation tool to analyze your financial health, recurring revenue streams, and market position. This baseline tells us exactly what your business is worth today. At the same time, we examine your initial Value Gaps. These are the operational risks that depress your multiple, such as key-man dependency or undocumented processes. We use the Legacy discipline from the Step by Step Exit framework to clarify your personal and financial goals. By the end of our first ninety days, which includes your Focus Day and first Vision Building sessions, we have a clear, dual-track roadmap. We have your EOS® Accountability Chart defining who does what, and we have a prioritized list of Value Gaps that we turn into quarterly Rocks. This integrated approach ensures that every operational improvement we make over our twenty-four-month engagement directly increases the enterprise value of your company.