Let’s be real—if you could add $100,000 to your business’s value with just 15 minutes a day, you’d want to know how, right? Especially if it doesn’t involve working nights, dealing with complicated spreadsheets, or whispering sweet nothings to the IRS. Today, we’re spilling the beans on how to make your business worth more—using nothing but a phone, a few tools, and the secret sauce of documenting your processes.
I’m Donna Bordeaux from Calculated Moves, the CPA firm for business owners who are ready to stop wasting time and start making moves that matter. Here’s the inside scoop: If you’re thinking of selling your business in the next few years (or just want to run it without losing your mind), process documentation can transform that pile of “stuff you do every day” into a priceless asset. Here’s how.
Imagine you’re a buyer, looking at a business where every procedure lives inside the owner’s head. The answer to everything from “How do we make money?” to “Where’s the coffee?” requires a six-month consulting contract with the seller. Painful, right? Now imagine you’re looking at the same business with every process documented so clearly that the transition is practically plug-and-play.
Documenting your procedures not only makes your business easier to sell but also frees you from the burden of explaining every last detail. More importantly, it can add up to six figures to the sale price. One franchisee I worked with saw an additional $100,000 in value thanks to solid documentation. Why? Buyers value a business that’s ready to run itself.
Let’s face it—process documentation sounds like the last thing you want to add to your plate. But with these three tools, you can make it easy, quick, and even fun.
Got 15 minutes? Grab your phone and hit record. You’re already doing the work; now just narrate as you go. Whether it’s the morning open, the production line, or cashing out, record yourself doing the task, pointing out key details, and talking through what you’re looking for. That’s it! Instant documentation that captures exactly what you do every day.
Loom is the go-to tool for recording your screen while talking through processes. It’s perfect for digital tasks like closing out the point-of-sale system, updating client files, or finalizing end-of-day reports. Plus, Loom generates a transcript, so you have both visual and text documentation. It’s like having your very own training video library at the ready.
Scribe is a lifesaver when it comes to showing exactly where to click and what to type. It takes screenshots of each step you perform, creating a visual guide that anyone can follow. Now, instead of explaining a procedure 10 times, you’ve got a detailed guide that anyone can pick up and use.
Aside from boosting your sale price, having documented processes means your team can handle things without calling you every five minutes. Whether it’s a big sale or a routine task, your business will run smoother, your people will be more empowered, and you’ll be free to focus on what matters.
Running a family business isn’t just about the day-to-day. It’s about turning your hard work into something that lasts—and adds value you can bank on. At Calculated Moves, we’re here to help with all the strategic planning and financial prep so you can breathe easy. Leave the stress of numbers and processes to the pros, and get back to doing what you love.
So, if you’re ready to add $100,000 to your business's value and make it easier to sell (or manage), start documenting your processes. It’s the easiest—and, dare I say, most satisfying—investment you’ll make in your business.
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Donna Bordeaux, CPA with Calculated Moves
Creativity and CPAs don’t generally go together. Most people think of CPAs as nerdy accountants who can’t talk with people. Well, it’s time to break that stereotype. Lively, friendly, and knowledgeable can be a part of your relationship with your CPA, as demonstrated by Donna and Chad Bordeaux. They have over 50 years of combined experience as entrepreneurial CPAs. They’ve owned businesses and helped business owners exceed their wildest dreams. They have been able to help businesses earn many times more profit than the average business in the same industry and are passionate about helping industries that help families build great memories.