How AFI turns strategy into results
Real growth doesn't happen by accident. It's built on a method, and measured with data.
Two certified disciplines working together
A proven methodology for building value and the data to know it's working.
Value Acceleration
Methodology™
The framework that guides value-building work.
CLARITY™ Strategic
Capacity Analysis
The data and intelligence that identifies where to focus and monitors progress.
Strategic Growth: The Value Acceleration Method
01
→Discover
AFI leads crucial discovery discussions with you and designated key personnel.
Your value
Business valuation
Your gaps
Business, personal and financial assessment
Deliverable
Prioritized action plan
02
→Prepare
Continuous improvement and building strategic capacity methodology.
Mitigate Risk
Remove or reduce risk factors such as owner dependence, customer concentration, and competitive challenges
Build Intangible Capital
Human, Structural, Social, and Customer Capital build more value than any other factors
Action
Recurring 90-day sprints focused on the top 3-5 priorities identified to return the highest potential value to the business
03
→Decide
Grow or Exit? Make the decision and design a strategy to keep or sell the business.
Advanced Value Creation
Generate predictable revenue and profit growth, create a sustainable growth model, develop transferable value.
Exit Options
Identify the business transfer options that best meet the needs, goals, and aspirations of the owners and shareholders.
Next steps
Create advanced value creation strategy or define the exit strategy and create the winning advisory team to implement either option.
The methodology is a recurring cycle of prioritizing, executing, measuring, and recalibrating as the business grows, and circumstances change.
"Earning my CEPA® designation from the Exit Planning Institute confirms my proven ability to master
the Value Acceleration Methodology™ and unlock the wealth trapped in your business."
Mitch Skyer, CEPA®, C3D®, MBA
AFI's Founder & Managing Director
Operational Guidance
CLARITY™ Strategic Capacity Analysis
Measure → Identify → Prioritize → Act → Monitor
CLARITY™ is an X-ray machine, showing you what's happening inside your business, which might or might not match what you see every day.
01
→Leadership
Can the business operate without excessive owner dependence?
02
→Systems & Processes
Are critical activities consistent, documented, and scalable?
03
→Information & Accountability
Does the right information reach the right people so decisions and actions happen?
04
→Execution
Can the organization consistently turn priorities into results?
Your responses create a shared visibility around what needs to change, and the information needed to act on it.
CLARITY Deliverables
Deep Assessments
Pinpoint exact operational weaknesses and hidden value drivers using intelligent, institutional-grade analytics.
Executive Reports
Translate complex data into clear, boardroom-ready reports that outline your financial and strategic health.
Strategic Roadmaps
Build dynamic action plans that protect current profits while systematically increasing future transfer value.
Execution Monitoring
Track your ongoing progress in real-time, holding your team accountable to reaching your growth and exit milestones.
Strategy to maximize value. Analytics to strengthen performance.
"As a CEPA® and C3D® certified advisor,
I combine both disciplines to help owners build stronger companies and position themselves to capture
more of the value they've created."
Mitch Skyer, CEPA®, C3D®, MBA
AFI's Founder & Managing Director
Establish Exit Readiness: Opening doors
Experience AFI's methodology and how your CLARITY answers define your starting line, inform actions, and impact goals.
3
minutes
10
questions
1
starting line
Have a useful conversation.
If you can picture yourself
Profitably growing your business, indefinitely
Executing a three-year transition plan on your terms
Accepting unexpected high-multiple offers, without compromising your people, your legacy, or the value you've built
You're ready for a complimentary exploratory call with AFI.