(20 minute read)
Do you understand what makes your business valuable and how to unlock that value when you sell?
This whitepaper from the Exit Planning Institute dives into the four intangible capitals that make or break a business: human capital, customer capital, social capital, and structural capital. Colleen explains why each capital is critical for business success and value. Weaknesses in any of the four capitals can negatively impact business operations, growth, and valuation.
This whitepaper provides actionable insights from exit planning experts on how to assess and improve each capital. For human capital, it covers building a strong team, retaining talent, and creating opportunities for growth. For customer capital, it explores building loyal relationships and diversifying the customer base. To improve social capital, it recommends clearly defining core values and purpose. And for structural capital, it suggests documenting processes and infrastructure. By shoring up weaknesses in the four intangibles, a business can accelerate value and wealth for the owner. Colleen delivers a comprehensive look at maximizing intangible assets on the path to a successful exit.
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SmartAsset Top 100 Fastest Growing RIA Firms 2023 rating given by SmartAsset Advisors, LLC, on 9/6/2023, based on its tabulation of data from the ADV filings of certain SEC-registered investment advisers over the period between March 2020 and June 2023. For more information about the rating and methodology, go to https://smartadvisormatch.com/data/fastest-growing-rias-2023. Brightside did not pay a fee to obtain or use this ranking; Brightside paid a nominal fee for the use of the award logo.
Investment News 2023 Fastest-Growing Fee-Only RIA ranking given by Investment News on 11/30/23, based on its tabulation of data from the ADV filings of certain SEC-registered RIA firms over the period between July 2020 and July 2023. For more information about the rating and methodology, go to https://www.investmentnews.com/best-in-wealth/fastest-growing-fee-only-rias. Brightside did not pay a fee to obtain or use this ranking; Brightside paid a nominal fee for the use of the award logo.