Enterprise value assessment tool

Abstract

An enterprise value assessment tool includes a feedback engine executed by a computer processor. The feedback engine is implemented as a workbook having a tree structure of weighted nodes configured to generate scores according to user inputs regarding an enterprise respective of market drivers and operational drivers. A threshold engine executed by the computer processor uses the scores to calculate an asset rating and an enterprise value. An output engine executed by the computer processor displays contents of the workbook according to user selections, supplies the user inputs to the feedback engine, and generates one or more reports, including an enterprise value report containing the asset rating and the enterprise value.

What is claimed is: 
     
         1 . A non-transitory computer-readable storage medium comprising instructions that are executable and when executed cause a computing system to:
 select, based on an industry in which the entity operates:
 a plurality of market drivers for the entity, where the plurality of market drivers relate to factors external to the enterprise that evaluate the industry in which the enterprise operates; 
   a plurality of operational drivers for the entity, where the plurality of operations drivers relate to factors internal to the enterprise that determine an ability of the enterprise to operate in the industry;   receive, from a user, input relating to the entity with respect to the plurality of market driver s and the plurality of operations drivers;   calculate, based on the user input, scores for the entity with respect to the plurality of market driver s and the plurality of operations drivers;   generate, from the scores:
 an enterprise value, and 
 a gap value representing a difference the current enterprise value and a potential enterprise value; and 
   display, to the user, an interactive prioritized task list comprising one or more tasks that need to be completed in order to increase the enterprise value.   
     
     
         2 . The non-transitory computer-readable storage medium of  claim 1  further comprising instructions to:
 display one or more tasks that need to be completed in order to reduce the value gap. 
 
     
     
         3 . The non-transitory computer-readable storage medium of  claim 2  further comprising instructions to:
 display a value gap analysis report, where the value gap analysis report comprises an analysis of the value gap separated by the plurality of market driver s and the plurality of operations drivers in the form of a graph. 
 
     
     
         4 . The non-transitory computer-readable storage medium of  claim 3  where the value gap analysis report further comprises one or more of:
 the plurality of market drivers and the plurality of operation drivers according to an order of importance; 
 a dollar amount of contribution of each of the plurality of market drivers and the plurality of operation drivers. 
 
     
     
         5 . The non-transitory computer-readable storage medium of  claim 1  further comprising instruction to:
 generate an asset rating (AR), where the enterprise value is expressed as:
     EV =$min+( AR/ 100*($max−$min))
 
 
 where ($min) is a trading range minimum value, ($max) is a trading range maximum value), and the asset rating (AR) that is a number between one and one-hundred. 
 
     
     
         6 . The non-transitory computer-readable storage medium of  claim 1  where generating the enterprise value comprises:
 analyzing financial data based on the user input for the industry in which the entity operates and a normalized trading range for the entity; 
 utilizing the asset rating to determine where in a range or entities in the industry the entity should be placed; and the business should be placed; 
 combining the financial data, the normalized trading range data, and the asset rating data. 
 
     
     
         7 . The non-transitory computer-readable storage medium of  claim 1  where the plurality of market drivers comprise growth, recurring revenue, brand, large potential market, barriers to entry, margin advantage, dominant market share, production differentiation, and customer diversification) and 
     
     
         8 . The non-transitory computer-readable storage medium of  claim 1  where the plurality of operational drivers comprise business overview, operations, human resources, financial, customer satisfaction, legal, sales and marketing, senior management, and innovation. 
     
     
         9 . A device for allowing a user to for improving the value of an enterprise, the method comprising:
 one or more processors; and   a non-transitory computer-readable memory communicatively coupled to the one or more processors and containing program code configured to cause the one or more processors to perform operations including:   selecting, based on an industry in which the entity operates:
 a plurality of market drivers for the entity, where the plurality of market drivers relate to factors external to the enterprise that evaluate the industry in which the enterprise operates; 
 a plurality of operational drivers for the entity, where the plurality of operations drivers relate to factors internal to the enterprise that determine an ability of the enterprise to operate in the industry; 
   receiving, from a user, input relating to the entity with respect to the plurality of market driver a and the plurality of operations drivers;   calculating, based on the user input, scores for the entity with respect to the plurality of market driver s and the plurality of operations drivers;   generating, from the scores:
 an enterprise value, and 
 a gap value representing a difference the current enterprise value and a potential enterprise value; and 
   displaying, to the user, an interactive prioritized task list comprising one or more tasks that need to be completed in order to increase the enterprise value.   
     
     
         10 . The device of  claim 9  where the one or more processors also perform operations including:
 displaying one or more tasks that need to be completed in order to reduce the value gap. 
 
     
     
         11 . The device of  claim 10  where the one or more processors also perform operations including:
 displaying a value gap analysis report, where the value gap analysis report comprises an analysis of the value gap separated by the plurality of market drivers and the plurality of operations drivers in the form of a graph. 
 
     
     
         12 . The device of  claim 11  where the value gap analysis report further comprises one or more of:
 the plurality of market drivers and the plurality of operation drivers according to an order of importance; 
 a dollar amount of contribution of each of the plurality of market drivers and the plurality of operation drivers. 
 
     
     
         13 . The device of  claim 9  where the one or more processors also perform operations including:
 generating an asset rating (AR), Where the enterprise value is expressed as:
     EV =$min+( AR/ 100*($max−$min))
 
 
 where ($min) is a trading range minimum value, ($max) is a trading range maximum value), and the asset rating (AR) that is a number between one and one-hundred. 
 
     
     
         14 . The device of  claim 9  where generating the enterprise value comprises:
 analyzing financial data based on the user input for the industry in which the entity operates and a normalized trading range for the entity; 
 utilizing the asset rating to determine where in a range or entities in the industry the entity should be placed; and the business should be placed; 
 combining the financial data, the normalized trading range data, and the asset rating data. 
 
     
     
         15 . The device of  claim 9  where the plurality of market drivers comprise growth, recurring revenue, brand, large potential market, barriers to entry, margin advantage, dominant market share, production differentiation, and customer diversification) and 
     
     
         16 . The device of  claim 9  where the plurality of operational drivers comprise business overview, operations, human resources, financial, customer satisfaction, legal, sales and marketing, senior management, and innovation. 
     
     
         17 . A method for improving the value of an enterprise, the method comprising:
 selecting, based on an industry in which the entity operates:
 a plurality of market drivers for the entity, where the plurality of market drivers relate to factors external to the enterprise that evaluate the industry in which the enterprise operates; 
 a plurality of operational drivers for the entity, where the plurality of operations drivers relate to factors internal to the enterprise that determine an ability of the enterprise to operate in the industry; 
   receiving, from a user, input relating to the entity with respect to the plurality of market driver s and the plurality of operations drivers;   calculating, based on the user input, scores for the entity with respect to the plurality of market driver s and the plurality of operations drivers;   generating, from the scores:
 an enterprise value, and 
 a gap value representing a difference the current enterprise value and a potential enterprise value; and 
   displaying, to the user, an interactive prioritized task list comprising one or more tasks that need to be completed in order to increase the enterprise value.   
     
     
         18 . The method of  claim 17  further comprising:
 displaying one or more tasks that need to be completed in order to reduce the value gap. 
 
     
     
         19 . The method of  claim 18  further comprising:
 displaying a value gap analysis report, where the value gap analysis report comprises an analysis of the value gap separated by the plurality of market driver s and the plurality of operations drivers in the form of a graph. 
 
     
     
         20 . The method of  claim 19  where the value gap analysis report further comprises one or more of:
 the plurality of market drivers and the plurality of operation drivers according to an order of importance; 
 a dollar amount of contribution of each of the plurality of market drivers and the plurality of operation drivers. 
 
     
     
         21 . The method of  claim 17  further comprising generating an asset rating (AR), where the enterprise value is expressed as:
     EV =$min+( AR/ 100*($max−$min))
 
 where ($min) is a trading range minimum value, ($max) is a trading range maximum value), and the asset rating (AR) that is a number between one and one-hundred. 
 
     
     
         22 . The method of  claim 17  where generating the enterprise value comprises:
 analyzing financial data based on the user input for the industry in which the entity operates and a normalized trading range for the entity; 
 utilizing the asset rating to determine where in a range or entities in the industry the entity should be placed; and the business should be placed; 
 combining the financial data, the normalized trading range data, and the asset rating data. 
 
     
     
         23 . The method of  claim 17  where the plurality of market drivers comprise growth, recurring revenue, brand, large potential market, barriers to entry, margin advantage, dominant market share, production differentiation, and customer diversification) and 
     
     
         24 . The method of  claim 17  where the plurality of operational drivers comprise business overview, operations, human resources, financial, customer satisfaction, legal, sales and marketing, senior management, and innovation.