1 min read

The Value Pyramid & Immortal Businesses

George Sandmann, Founder : Jan 18, 2024 6:30:00 AM

3 Dimensions of Business Growth Exit Planning

George explains the Value Pyramid - client family wealth and wellbeing supported by the business, personal freedom and client ROI

Summary

In this conversation, George discusses the Growth-Drive system and the importance of planning future business value and creating an immortal business. George explains the Three Dimensions of Business Growth (see his book) and the need to maximize transferable value. He also highlights the tools and resources available to advisors. Overall, the conversation focuses on empowering advisors to deliver client wins and build thriving advisory businesses.

Takeaways

The Growth Drive system helps you deliver client wins and build thriving advisory businesses
Planning for future equity value and creating an immortal business are crucial for your client's long-term success
Advisors can maximize value and monetization by understanding the link between revenues and value

Chapters

00:00 Introduction and Mission
01:26 The Growth Drive System
03:21 Planning for Future Equity Value
04:21 Three Dimensions of Business Growth
06:11 Creating an Immortal Business
07:07 Understanding Transferable Value
09:56 Moving in the Three Dimensions of Business Growth
12:51 Maximizing Value and Monetization
14:17 Tools and Resources for Advisors
15:16 Conclusion and Call to Action

Best Practices for Client Discovery

George Sandmann, Founder: Apr 16, 2025 11:12:18 AM

Imagine Your perfect discovery process... What might it include? What must it produce? Best practice is to begin with defining strategic intent. Not...

George Sandmann, Founder: Apr 2, 2025 11:11:56 AM

In this short video, Growth-Drive Founder & CEO George Sandmann discusses why you should be helping clients increase Strategic Capacity™ immediately...

Evaluating Owner Dependency Using Growth-Drive Tools

George Sandmann, Founder: Mar 26, 2025 11:00:56 AM

Discover how Growth-Drive tools can help assess and reduce owner dependency, ensuring your business thrives independently.

3 Dimensions of Business Growth CLARITY Strategic Capacity Analysis Delivering Client Wins

The Value Pyramid & Immortal Businesses

Best Practices for Client Discovery

Your Clients, Recessions, and Strategic Capacity

Evaluating Owner Dependency Using Growth-Drive Tools