We help develop a plan for increasing the value of your business and positioning it for sale.

Capture. Create. Convert.

Business Valuation: What is the business currently worth and how do we capture its true value now and potential value at the time we wish to sell?

Management Advisory Services: What are the ultimate objectives of the shareholders and what efficiencies can we create within the company to maximize business value and meet other key objectives?

Transition Planning: Who are the potential buyers, what aspects of the business do they value most, and how do we structure the sale to convert maximum business value into cash?

Business Valuation

The value of a business is often the business owner’s most valuable asset. We provide comprehensive and objective analysis to assist you in the valuation of your business and walk through our analysis with you in a way that’s both clear and usable for taking next steps.

What drives value? Here are some of the top drivers of business value for an organization:

  1. Financial
    • Cash flow: How much in adjusted cash flows from operations are available to the owner after taxes?
    • Margins: How do your profit margins and net income margins compare to the industry?
    • Growth trends: How fast has your business been growing and how much is it expected to grow over the next 3 to 5 years?
  2. Customers
    • Customer concentration: Are your revenues derived from a diversified customer base or primarily from a handful of key clients?
    • Recurring revenues: How much of your revenues come from existing customers on an ongoing basis vs. one-time events?
    • Scalability: Does your business model have the potential to scale quickly and exponentially with the right partners, team or tools?
  3. Team
    • Management depth: How well-structured is the current management team at handling each separate component of operations?
    • Personal goodwill: What would be the impact on revenues and profits if the business owner were no longer involved in operations?
    • Strategic advantages: What sets your business apart? (e.g., intellectual property, proprietary product or service, innovative technology, unique systems, automation, streamlined processes)
  4. Industry
    • Industry growth: Are you in an industry poised for significant growth over the next 3 to 5 years, and is it attractive to investors?
    • Industry characteristics: Are there high barriers to entry, low competition, potentially other acquisitions to make in that market?
    • Market share: Does your business have a large market share that may be attractive to strategic buyers looking to expand their market?

Management Advisory Services

Management advisory services, the goal of which is to provide management with objective feedback to help maximize business value, can take on many different forms; typically efficiencies can be found within one or more of the following three key groups:

Shareholders | Proper planning and alignment of objectives

Key Employees | Ways to attract, retain, motivate, and reward top talent

Key Components | Ways to maximize the key drivers of your business

Transition Planning

Are you considering selling your business within the next 1-3 years? These next few years could be the most crucial in the life of your business. The planning you do between now and the time you sell could make the difference between reaping the full reward for your years of hard work or simply selling to rid your life of the headaches and frustration. Whether you plan to sell to a third party or to existing management, the question is the same:

How do we build maximum value in the business to sell it at the highest possible price?

We help business owners prepare to sell their businesses through our unique planning process, allowing business owners to implement solutions to maximize business value.

We serve on the buy side or sell side of any transaction