how we help
Your Value Today...
with "What if" Valuation Scenarios for Tomorrow
Business Valuation and Growth Scenarios Forecast
If you’re serious about selling within the next 12-18 months, our business valuation and growth scenarios forecast is the perfect tool to help you understand the current state of your business and how different growth scenarios could increase your valuation.
You’ll also complete an Exit Planning and Life Impact Workshop to help set expectations and address both the personal and financial impacts of a sale while defining what a successful exit means to you personally.
What's included:
You’ll receive everything that’s in the Exit Readiness Assessment along with the following:
- Financial Analysis
- Operational Analysis
- Sales Analysis
- Marketing Impact Analysis
Industry M&A trends
Valuation Range
Detailed valuation opinion and methodology weightings
Unit economics price, cost, and volume sensitivity analysis
Pro forma financial model showing best, likely, and worst case growth scenarios
Pro forma exit valuation and timeline
Exit value sensitivity analysis
Financial metrics calculations and analyses
Exit-focused SWOT analysis
Technology and Infrastructure
Evaluation of current IT infrastructure scalability
Assessment of technology stack and recommendations for upgrades
Data management and analytics capabilities review
Operational Efficiency
Supply chain and distribution channel analysis
Inventory management efficiency assessment
Identification of operational bottlenecks and solutions
Market Risks
Analysis of market-specific challenges and threats
Regulatory compliance requirements and potential changes
Economic and socio-cultural factor impact assessment
ESG assessment
Company-Specific Risks
Assessment of management team capabilities
Evaluation of customer concentration risks
Win/Loss Analysis to identify HiRo (high-intent revenue opportunities)
Identify Strategic Sales Opportunities
• Net New Revenue potential from target accounts
• Pipeline Acceleration by shortening sales cycle (sales process improvements)
• Existing Client Expansion into new depts, use cases, upsells
• Churn Reduction by retaining target accounts and improving client satisfaction (NPS)
Strategic Partnerships with existing market players
Talent upskilling, new hires, and/or compensation restructuring
ICP research and update with improved segmentation
Positioning update to match refined ICP
Content marketing mapped to Buyer’s Journey
Sales enablement mapped to Buyer’s Journey
Unique Value Proposition (UVP) Mapping to Buying Committee
Demand Generation pipeline competitive analysis and gap analysis
Social media competitive analysis and gap analysis
Paid media competitive analysis and gap analysis
What Defines a Successful Exit?
So You Want to Sell Your Business:
Exit Planning and Life Impact Workshop
Selling your business can be a stressful and overwhelming time if you haven’t set realistic expectations or properly evaluated the risks and opportunities associated with an exit.
During these one-to-one sessions, we’ll work together to define what a successful exit looks like for you personally, and how to stay the course when setbacks arise.
- What defines a “Successful” Exit?
- Overview of Expectations and Timeline
- Personal and Financial Impacts of an Exit
- Risks and Opportunities of an Exit
- Founder workbook and journal
- Strategic discussion with Heather + Matt
- Create your Exit Intent Statement that clearly defines your goals
Investment:
Our services for the Valuation and Growth Scenarios Forecast start at $8,500.
Common Questions...
If you've made the decision to sell, our Valuation and Growth Scenarios Forecasting services is the perfect solution for understanding the current valuation of your company while also exploring scenarios that may increase that valuation.
To ensure the valuation is accurate and that the growth scenarios suggested are in line with current market conditions, it's best to engage 12-18 months before you'd like to sell.
Yes, our Valuation and Growth Scenarios Forecasting services are designed to tell you what the value of your company is today as well as the potential valuation in best, likely, and worst case growth scenarios.
Not sure where to begin?
Book a complimentary Discovery Call so we can learn more about your specific situation and goals.