THE ALTRUISTIC BUSINESS BASELINE
Know where you stand before deciding where you're going.
You may know your revenue. You may know your profit. You may even have an idea of what your business is worth.
But those numbers alone don't tell you whether the business can support the future you want.
The Altruistic Business Baseline brings your goals, business value, business health, and readiness together into one clear starting point.
MORE THAN A VALUATION
Three questions every owner should be able to answer.
A valuation tells you something important. A Business Baseline puts that number into context.
01 - OWNER
What do you want?
What do you ultimately want the business to make possible—financially, personally, and professionally?
02 - VALUE
What do you own?
What might the company reasonably be worth today, and what is actually driving that value?
03 - HEALTH
What condition is it in?
How healthy, independent, resilient, and transferable is the underlying business?
Only when we understand all three can we begin answering the fourth question:
What should you do next?
THE BUSINESS BASELINE
Four perspectives. One clear picture.
Our structured diagnostic brings together the owner, the numbers, and the underlying business before recommendations are made.
01
Owner Outcomes
Define the future you're actually building toward.
Clarify your financial objectives, timeline, desired future involvement, family and employee considerations, legacy priorities, and the outcomes you want the business to make possible. You don't need to know the final path yet. The purpose is to understand what matters enough to shape the strategy.
02
Business Valuation
Establish what the business may be worth today.
Build a current planning valuation using the financial performance of the company, normalized earnings, relevant market considerations, and the characteristics of the underlying business. The objective isn't false precision. It's a credible starting range for better decisions.
**The Business Baseline provides a planning valuation for strategic decision-making. It is not a certified appraisal for tax, legal, litigation, financing, or transaction purposes.
03
Business Health Check
Understand the asset beneath the numbers.
Evaluate the factors influencing the strength, independence, risk, and transferability of the company—including financial quality, revenue durability, customer concentration, owner independence, management depth, operational maturity, systems, people, and growth quality.
04
Value & Readiness Gaps
Understand what's standing between today and the future you want.
Connect your desired outcomes with current value and Business Health to identify the financial and structural issues that could restrict your options—and determine which deserve attention first.
THE VALUE GAP
Is the business building enough value?
The financial distance between where the business stands today and what may be required to support your desired outcome.
THE READINESS GAP
Can the business support the transition?
The structural distance between the company you own today and the company required to operate, transfer, or succeed with less dependence on you.
WHAT YOU WALK AWAY WITH
Not another report. A clear starting point.
The objective of the Baseline is not to produce more information. It's to identify what matters and give that information context.
Your Owner Outcomes
What you're actually trying to accomplish.
Your Current Planning Valuation
A credible range for where the business stands today.
Your Business Health
Where the company is strong and where vulnerabilities exist.
Your Value & Readiness Gaps
The financial and structural distance between today and your desired future.
Your Highest-Priority Risks & Opportunities
The issues we believe have the greatest potential to protect, restrict, or improve the value and transferability of your business.
Your Initial Value Improvement Priorities
Where we believe you should focus first––and why.
Ready to establish your starting point?
See if the Altruistic Business Baseline is right for your business.
HOW ALTRUISTIC WORKS
We do the work before the meeting.
Most advisory relationships begin with a discovery call. Ours begins with discovery work.
We'll provide the structure and tools. You'll provide the information and documentation. We'll do the analysis. Then we'll meet to discuss what it means.
By the time we sit down together, you've worked through your goals, provided the financial picture, and assessed the underlying health of the business. We've reviewed it, analyzed it, connected the pieces, and developed our findings.
So the meeting isn't spent collecting information. It's spent discussing what the information means—and what you should do about it.
THE PROCESS
Do the work first. Then have the conversation.
A structured process helps us concentrate human judgment where it has the greatest value.
01
Complete Owner Outcomes
Define what you want the business to make possible and the priorities that matter to you.
02
Build Your Valuation Profile
Provide the financial information and documentation needed to establish the current planning value.
03
Complete the Business Health Check
Assess the company beyond the financial statements—its people, customers, operations, systems, independence, and risk.
04
Altruistic Analyzes the Findings
We bring the three perspectives together to identify gaps, relationships, risks, opportunities, and priorities.
05
Meet for Your Findings Review
Now the conversation has context. We walk through the findings, challenge assumptions, answer questions, and discuss what deserves to happen next.
06
Decide What Comes Next
Take the findings and act independently, involve your existing advisors, or engage Altruistic to help oversee a longer-term Value Improvement Plan. There is no requirement to continue.
YOUR BUSINESS IS WORTH UNDERSTANDING
Find out where you stand.
Before deciding what comes next, establish what your business is worth, understand what could be holding it back, and determine whether it is capable of giving you the future you want.
Build the value. Reduce the risk. Create options.
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