The Conference Board is hosting a webinar by Trek principals

Trek is very proud to announce that our principals, Mary Adams and Michael Oleksak, have been invited to deliver a webinar for The Conference Board called

The Future Drivers of Performance and Value: Understanding the intangible infrastructure of your business

The Conference Board has done great macroeconomic research on intangibles and we are excited to talk with their members about the huge opportunities in intangible capital management.  More information

How Much Is My Company Worth? Understanding the intangible drivers of corporate valuation

Corporate valuation. It’s one of the two key metrics for a business owner. The first is cash flow/income in the short term. For some, that’s as far as they get. But, for the really successful ones, the second metric is how much cash they can realize upon exit from the business. My partner, Mike Oleksak, calls this “getting paid twice for the same effort.”

If you use both metrics, a private company can be a very exciting place to be. Because this perspective helps you balance short-term gains with sustainable value. It helps you think about how to build a business that will grow profitably and sustainably. (The lack of this kind of thinking is a huge problem for public companies today but that’s a topic for another day).

But the process of valuation is a mystery to many business owners. Even those that understand how it works, can’t always put their finger on why values end up the way that they do.

That’s because valuation is really a very subjective process. And it has gotten more subjective in the last thirty years as our economy has shifted from an industrial to a knowledge model.

Why? Read more

Program on Intangible Capital Sept 30, 2010

The Exit Planner’s Guide to Increasing Corporate Value:
How to become an intangible capitalist

Mary Adams will be appearing at a breakfast meeting of the Boston Exit Planning Exchange (XPX) on September 30 at Babson College. The focus of her talk will be:

Today, roughly 75% of the value of the average private business is intangible—invisible
in financial statements and not well understood, even by those inside
the organization. Exit Planners, like their clients, are handicapped by
their business education and tools, which were optimized for the
factories of the industrial era. To maximize the value of a business,
you need new tools that focus on intangibles.

 What does Intangible Capital mean to the advisors of business owners?

• Corporate and M&A Attorneys have new challenges when documenting and protecting their clients.
• Consultants focus on value for clients need the tools to zero in on and improve performance and corporate value.
• Investment Bankers and Business Brokers want to
  present their clients in the best light possible so they must understand
  and explain the key intangibles driving corporate value to potential
  partners and acquirers.
• Financial Advisors who want to better understand
  their client’s business need to gain a whole new vocabulary around the
  strength and sustainability of the business and why.
• CPAs need to embrace these new concepts to help plan for, track and measure investments and returns on intangible capital.

Get more information and register.