Smart Moves Now for a Stronger Future
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Weekly Tips & Tricks

Hey there,

 

Even if a business sale or transition feels a couple of years away, there’s a lot you can do right now to set your company up for a smooth and valuable exit—and most of it just looks like good business.

 

The truth is, buyers want to see a company that runs well without the owner in every meeting or decision. That’s where Align can quietly make a big difference. A few small habits today build real value over time:

 

Get clear on what matters most
Using Align to connect everyone’s priorities to the company’s big goals keeps the team focused and moving in the same direction. When goals are visible and updated regularly, it’s easier to spot progress and gaps early.

 

Build a track record of accountability
A company that hits its numbers consistently is always more attractive to buyers. With KPIs front and center in Align, your team can stay on top of what’s working—and what needs attention—without waiting for a quarterly review.

 

Make meetings count
If you’re using Huddles, you already know they keep things from slipping through the cracks. Over time, that habit creates a culture of accountability and problem-solving that’s hard to fake and easy to value.

 

Preparing for an exit doesn’t have to mean shifting gears. It just means being intentional about the systems you’re building and the story your data tells.

 

Here’s a blog from our team that breaks it down with a two-year timeline:
👉 How to Prepare for a Business Exit in Two Years

 

Join Ask Align this week to talk through how to use Align more strategically—we're always happy to help.

Ask Align Topic: Setting up your numbers

  • Focus Topic: First 10 minutes will focus on setting up your numbers.  What's the difference between a Metric, KPI, Critical Number, and Priority?
  • Open Q&A: The remaining time will be spent on open Q&A about any topic, feature, or even your individual account.  Think of this as open office hours like your college professor may have had! 

Ask Align is the best way to get FREE technical training and Advisory services.  We also love hearing product feedback and success stories.  Help us help you!  Please give us your feedback to make Align Customer Success work for your needs.  Email advisor@aligntoday.com or share at Ask Align!

Here’s to smart moves today and big wins tomorrow!

 

The Align Team

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