GRG Momentum is a business advisory firm that helps entrepreneurs build successful businesses and reward that effort with a lucrative exit. As founder and managing director, Geoff Green leads the firm’s work supporting business owners through value building and exit planning.
Green began his career as a corporate lawyer before transitioning into a strategist and advisor for businesses looking to buy or sell. With more than 30 years of experience, GRG Momentum has recently pivoted toward a new kind of consulting focused on value building and exit planning. Green is also the author of The Smart Business Exit, one of the few Australian books written on successful exit planning strategies for business owners.
Business Challenges
Through its work in exit planning, GRG Momentum recognized a common issue across many of the businesses it helped sell: a lack of what Green calls “sustainable value.” In many cases, businesses had not addressed structural or operational issues prior to sale, leaving the next owner poorly positioned for success.
Having seen this pattern repeatedly, the firm began looking for a platform that could help business owners build strong, valuable companies before exiting.
At the same time, with more businesses than ever looking to sell, GRG Momentum wanted to take advantage of this growing market. Rather than advising only a handful of business owners at a time, the firm was looking to increase its capacity to work with more businesses simultaneously. This led to a search for a reliable coaching platform that could accelerate and scale its advisory services.
With these challenges in mind, GRG Momentum needed a platform that could achieve two goals:
First, it had to help business owners build value within their companies and ensure a successful hand-off to the next owner. Second, it had to support the firm in handling a larger influx of clients seeking value-building and exit planning guidance.
Why The Value Builder System™?
With The Value Builder System™ in place, GRG Momentum found a strong complement to its advisory services. To address the challenge of building “sustainable value,” the firm leveraged The Value Builder System™ and its 12 modules to guide business owners through a step-by-step value-building process.
“When discussing how we use the platform,” Green says, “we use The Value Builder System™ in its pure form, as a coaching tool for 12 months, helping clients build value within a relatively short time.” With this easy-to-implement, turnkey solution, the firm was able to quickly integrate the system into its client engagements.
The Value Builder System™ also helped GRG Momentum address its capacity challenge. With a highly repeatable and simple methodology, the firm increased the number of business owners it could support at any given time. Today, GRG Momentum can work with up to six clients simultaneously using The Value Builder System™.
To further accelerate growth, the firm uses The Value Builder Questionnaire as a qualification tool to determine whether a business owner is a good fit. Once prospects complete the 15-minute online assessment, a report is generated summarizing the business’s strengths and weaknesses.
“When someone completes The Value Builder Questionnaire, and you have the report, you learn a lot about the business and the owner,” Green explains. “That, coupled with a half-hour conversation, is enough to determine whether they’re a good fit for our services.”
Since integrating The Value Builder System™ into its practice, GRG Momentum has also expanded its delivery model through Mastermind Groups. The firm now hosts Value Builder workshops that bring multiple business owners together to work through the modules as a group. These workshops reduce the need for one-on-one sessions and allow the firm to support a greater number of clients at once.
As a successful author and strategist, Green has also leveraged The Value Builder System™ to advance his personal brand. Through webinars, speaking engagements, and conferences, Green uses his platform to discuss his success and the important role The Value Builder System™ has played. At these talks, Green provides examples of business owners GRG Momentum has helped build value and exit their companies, and showcases the tools and strategies that have been effective for the firm.
Results
With The Value Builder System™ embedded into its practice, GRG Momentum has adopted a platform that continues to support the firm as it scales. The firm now relies on a proven, repeatable coaching system to help business owners build sustainable value and set up the next owner for success.
In addition, The Value Builder System™ has enabled GRG Momentum to capture a growing market of business owners preparing to sell, significantly expanding its client roster.
Green believes the platform is central to a new wave of advisors focused on value building and exit planning. Reflecting on the broader impact, he notes, “A lot of business owners are looking to exit in 10 to 15 years, and it has created a brand new industry. The Value Builder System™ has led the way.”
