IHP Consulting's Strategic Owner platform outlines its "Know the Numbers" exit-planning phase, helping private company owners assess business valuation, wealth gaps, and owner dependence before a future sale or succession.

Draper, United States, October 31, 2026 /NewsNetwork/ -- IHP Consulting, through its Strategic Owner platform, is detailing the "Know the Numbers" phase of its exit-planning engagement for owners of established private companies generating at least $400,000 in annual EBITDA. The phase is built around three questions most owners cannot readily answer: what the business is worth today, what it needs to be worth to support the owner's future, and how much of that value depends on the owner personally. Answering them, the company explains, is the foundation on which the rest of exit planning is built.

For more details, visit https://thestrategicowner.com/process/know-the-numbers

In practice, most owners have not done this work. Research from the Exit Planning Institute's Generational State of Owner Readiness study found that only 27% of Baby Boomer business owners have completed a formal valuation of their business. A separate study by the same organization found that while 45% of owners rated themselves best-in-class or better on transition readiness, just 13% had a formal, written exit plan, pointing to a gap between confidence and documentation.

IHP Consulting built its Know-the-Numbers phase to confront these figures directly, replacing years of avoidance with a defined process for putting a real number on the table.

The phase opens with the Owner Reliance workshop, which maps how dependent daily operations are on the owner across key functions and assesses key-person risk. This exercise shows how much value is suppressed by owner involvement and identifies opportunities to make the business more transferable to a future buyer or successor.

The Planning Valuation workshop follows, producing a financial-based valuation indication drawn from the owner's actual financial information and supported by market-comparable context rather than a rough estimate. From there, the Wealth Gap Analysis workshop calculates whether a gap exists between what the owner needs from an eventual exit and what the business can currently deliver, a calculation that often reshapes the planning timeline an owner had assumed.

Completing the Know-the-Numbers phase leaves an owner with clarity on three fronts: current business value, target value, and the extent to which owner dependence separates the two. IHP Consulting frames this as turning guesswork into a defined decision process. The phase sits within The Strategic Owner's broader four-pillar engagement, which begins with a complimentary Exit Readiness Assessment and continues through workshops addressing destination, value building, and alignment of family, advisors, and buyers.

Owners of established private companies who want to see where they stand can learn more about the full engagement at https://thestrategicowner.com/

Contact Info:
Name: Mike Clark
Email: Send Email
Organization: IHP Consulting
Address: 138 E 12300 S Ste C-1151, Draper, UT 84020, United States
Website: https://thestrategicowner.com/

Source: NewsNetwork

Release ID: 89208043

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