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Since we began in 1982, Source Companies, LLC has
worked primarily with owners of family or other closely-held, medium-sized
businesses. Typically 50 to 90 percent of our clients' personal
net worth is reflected in their business holdings. Maximizing personal
wealth for such a business owner, therefore, requires the effective
coordination of business value growth services and personal wealth
planning capabilities. Source's integrated Value Growth Process™
ensures that the two crucial aspects of successful wealth planning
for business owners - improving a company's wealth-creating capacity
and aligning capital structure and ownership with personal wealth
planning goals - are concurrently addressed.
We have developed various proprietary financial and
non-financial diagnostic and evaluation tools to measure your company's
wealth creating capacity. Originally developed as analytical models
for corporate finance purposes to assess a company's credit quality,
equity value or growth capacity, advanced versions are now available
to help maximize personal wealth creation.
Our proprietary tools enable us to:
- Identify and eliminate Value Growth Barriers™
that inhibit your company's value growth, thereby, halting their
erosionary effect.
- Quickly gauge your company's competitiveness relative to industry
best practices in the four critical value drivers of marketing,
people, process and information, letting you see, at a glance,
your company's performance strengths and developmental needs.
- Measure management's effectiveness in building ongoing value
for shareholders and track value creation, building the framework
for implementing a compensation structure that aligns managers'
interests with shareholders'.
- Model organizational changes to isolate those which will create
a more valuable company.
- Measure the effectiveness of your people, individually or in
teams.
Such tools help isolate key factors that impact the
growth of your business value. This information is critical to make
sound strategic decisions and to effectively address the tactical
aspects of increasing your organization's operating effectiveness.
For more information on maximizing personal wealth
click here.
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