About Our Firm
We choose to do this because your business performance is the main driver of your business valuation and realizing your vision.
An Organic Growth Case Study
An Acquisition Case Study
A Valuation Case Study
A Unique Valuation Case Study
We performed a business condition assessment for the purpose of putting the company up for sale. In our business assessment report, we highlighted many unique features of the company which supported a higher valuation than average. These features included near-exclusivity of market territory, pricing protections, certifications and authorized reseller in good standing status, and the long-term relationships of company representatives with both repeat customers and vendors. Some of their most important vendors retained the right to give or revoke their authorized reseller status at any time and the company retained these relationships for many years. After we issued our report, the company was successfully sold. We also provided our objective written opinion of the company’s qualification for personal goodwill status which offered the client a strategy to shift some of the transaction proceeds from the tax burden from ordinary taxable income, taxed at a 38% tax rate, to long term capital gains income, taxed at a 15% tax rate, saving a large amount of capital for the client. The client was very pleased to exit the company and retain as much capital as possible using our assistance.
About Business Performance Management Methodology
You may also have heard of synonyms for this methodology such as Enterprise Performance Management, Corporate Performance Management or Performance Management.
Our experience involves 250+ clients over the last 30+ years. For each client, we’ve provided solid progress, each in their own way, which puts each one on a firm footing of knowing their past and driving their future.
Rodger Stephens, CPA, CGMA
Mr. Stephens, a Certified Public Accountant (CPA) and a Chartered Global Management Accountant (CGMA), began his experience at St Anthony Publishing and Reuters America where he managed the finance department in two different companies operating in five different industries. Mr. Stephens, an expert in Business Performance Management techniques, provided management with reporting, analysis, and valuable guidance.
Later in Mr. Stephens' career, he gained experience at EdgeMark Systems, Cognos Corporation, and The Oracle Corporation where he continued to train and practice Business Performance Management techniques through classroom education, training, and client work. Mr. Stephens accumulated tremendous experience by working with hundreds of US-based client companies, both public and private. Leveraging Cognos Enterprise Planning software, Oracle Hyperion Enterprise Planning software, business intelligence, accounting, dashboards, scorecards, and other useful decision information systems, he was able to increase his client's ability to drive company performance.
Since 2012, Mr. Stephens leads Prize Performance LLC as its Managing Partner. By applying his 30+ years of experience in Business Performance Management methodology, he helps business owners measure and grow their company health and value. Mr. Stephens continues to help clients increase confidence, lower their risk, and brighten their company's future outlook.