Building Business Value That Endures

An executive-level discussion on how businesses are valued, where value is built or lost, and how leaders strengthen enterprise value before

Most business leaders believe they are building value. Far fewer understand how their business would actually be evaluated by an outside buyer, investor, or successor.

In this Climbing Higher session, Kelly Renz and Erica Roberts will lead an executive-level discussion on the Value Builder framework, the assessment methodology behind the Built to Sell approach. Both are Certified Value Builder Advisors, and inVantage is a partner firm working with a select group of advisory organizations recognized for exceptional service, professionalism, and alignment with the mission of helping business owners strengthen their position and increase leverage in a negotiation.

Many profitable businesses are unintentionally discounted due to hidden risks such as owner dependence, unclear differentiation, weak leadership bench strength, or inconsistent execution. These issues often remain invisible internally but are immediately apparent to sophisticated buyers and investors, reducing valuation and limiting future options.

As a Certified Value Builder and Built to Sell partner firm, inVantage helps leaders apply these principles in practical, real-world ways. This session will surface where value is being built, where it may be eroding, and how disciplined leaders use proven drivers to position their businesses for strength, optionality, and leverage well before a transaction or transition is on the table.

Participants will walk away with a clear understanding of the eight key drivers that build enterprise value, along with a structured lens to evaluate their own business.

Objectives

• Understand the eight drivers sophisticated buyers, investors, and successors evaluate first
• Identify common value gaps that quietly reduce valuation and limit optionality
• See how leadership depth, systems, and execution discipline directly impact enterprise value
• Gain a practical lens to assess whether current growth efforts are increasing or eroding long-term value

Why Attend

Many leaders wait too long to think seriously about business value. By the time a sale, succession discussion, or capital decision is on the table, leverage has already shifted and options are fewer.

This session is for leaders who want to stay ahead of that curve.

As a follow-up to the session, attendees will be given access to a complimentary Value Builder Assessment, providing a personalized benchmark across the eight drivers and identifying specific opportunities to strengthen enterprise value.

Leaders who understand value early make different decisions. They build businesses that are more resilient, more attractive, and better positioned for whatever the future brings.