ii.
About the Business
What you've built so far.
What does the business do, in plain language? *
Two or three sentences. What you sell, who you sell it to, and what makes it work.
Years in business *
Select one…
Less than 3 years
3–5 years
6–10 years
11–20 years
20+ years
Team size *
Select one…
Fewer than 10
10–25
26–75
76–200
More than 200
Approximate annual revenue *
Select one…
Under $1M
$1M – $5M
$5M – $25M
$25M – $100M
$100M+
Prefer not to share at this stage
Ownership structure *
Select one…
Founder-led
Second-generation / family-owned
Multi-partner
PE-backed
Other
iii.
Where You Are With Value
The part most owners have never been asked.
These are the questions most advisors skip. This is the part we don't.
If a buyer walked in tomorrow, what do you think your business would actually sell for — and what do you suspect it could be worth in three years, if everything went right? *
Rough numbers are fine. We're more interested in the gap between today and what you sense is possible.
Which of the four intangible capitals do you suspect is silently capping your enterprise value right now? *
Human Capital — leadership depth, key-person risk, founder dependence
Structural Capital — IP, processes, the work that runs without you
Social Capital — brand, reputation, partnerships, market presence
Customer Capital — retention, recurring revenue, concentration, lifetime value
Honestly not sure yet — that's part of why I'm applying.
What does "value creation" mean inside your business today?
Is it a discipline, a project, a board conversation, or something nobody's named yet? Be honest.
What have you tried so far to build enterprise value beyond revenue?
M&A advisor? EOS? Mastermind? Coaching? Nothing yet? All of it counts.
iv.
What You Want From The Room
Why now. Why this.
Why now? What changed in the last 6–12 months that brought you to this application? *
A year from now, if you said "this membership was worth every dollar" — what would have happened? *
Be specific. The clearer the picture, the better fit we can assess.
What can you bring to the room that other owners would benefit from?
A specific lesson, a category expertise, a season of work you've already done. The room is built on what each seat contributes.
v.
Posture & Commitments
How you'd show up.
Value Academy is a working room, not a content library. The discipline only works if the seats show up.
How did you hear about Value Academy?
Anything else we should know?
About you, your business, or what you're hoping for here. Optional.