EXECUTIVE HIDDEN VALUE PARTNERSHIP

Let's Discuss Whether Executive Partnership Is the Right Next Step

Tell me about your goals, Hidden Value Findings, and the ongoing support you need as you prepare your business for a future sale.

Executive Partnership provides ongoing guidance as you and your team put your sale readiness priorities into action. We review progress, work through important decisions, and update your Hidden Value Action Plan as circumstances change.

This request starts a conversation about whether that support fits your needs. If we decide to move forward, we agree in writing on priorities, deliverables, session frequency, communication terms, fees, and duration before work begins.

Executive Partnership Discussion Request

First Name * Last Name * Business Name * Email Address * Best Phone Number * Hidden Value Findings Report ID *

You can find your ID in your Snapshot confirmation email and in your Hidden Value Findings in the Overall Position graphic.

What prompted your interest in Executive Partnership? *

A sentence or two is enough. What would you most like ongoing help with, such as carrying out your Action Plan, reviewing decisions, staying on track, or addressing buyer concerns?

Which findings or recommendations stood out most? *

A few thoughts are fine. Please mention the findings, risks, opportunities, or buyer concerns that felt most important to you.

When are you considering a sale, and what would you like to accomplish before then? *

Share your approximate timing and the results that matter most to you. Examples include reducing owner dependency, improving profitability, documenting business strengths, or addressing specific buyer concerns. If your timing is undecided, say so.

What challenges could make those improvements difficult? *

You might mention limited time, competing priorities, staffing, budget, or uncertainty about where to begin. Who would be available to carry out agreed actions: you, your team, or outside providers?

Is there anything else Nick should know before you discuss Executive Partnership?

This question is optional. You can mention an existing Action Plan, work already underway, or other advisors involved. Please do not include passwords, account numbers, or confidential documents.

After you submit, you'll see confirmation on this page. We'll also send an email confirmation; please check your spam folder if it doesn't arrive. I'll personally review your request and will typically respond within 2 business days.