What You Can Expect
Outcomes of This Stage
- Data-driven valuation range with assumptions & caveats
- Normalized EBITDA with clearly documented add-backs
- Risk/quality review and “buyer lens” notes
- Pre-market readiness items prioritized
Valuation & Readiness
Recast financials, identify add-backs, and map risk so we can establish a credible valuation range and prepare your business for the market—ahead of diligence.
1. Discovery & Strategy
2. Valuation & Readiness
3. Targeted Prospect Outreach
4. Negotiation, Diligence & Close
What We Review
Valuation Inputs & Risk Factors
- Financial recast (SDE/EBITDA): trends, margins, normalization
- Revenue durability: customer concentration & churn
- People & process: org, roles, and dependency mapping
- Competitive landscape & differentiators
- Contracts, lease, and key obligations (high-level)
Deliverables
What You Receive
- Short valuation brief (range & rationale)
- Normalized EBITDA with add-back schedule
- Risk & readiness checklist (prioritized)
- Suggested next steps & sequencing
Typical Timing
1–2 Weeks (Data Dependent)
We keep the ask light. You share only what’s needed to establish direction and protect your optionality. If you already have organized financials, we can move faster.
Confidentiality
Always Confidential
Communication is discreet and information is compartmentalized. No outreach or buyer activity happens until you explicitly green-light the next step.
Next Step
Targeted Prospect Outreach
If you’d like to proceed, the next stage focuses on vetted buyer outreach—tight, focused, and confidential—using insights from this valuation & readiness stage.
Ready for a confidential valuation brief?
We’ll review your numbers, outline add-backs, and give you a practical range with prioritized readiness items.
Valuation & Readiness — FAQs
What do you need from me to start?
Recent financials and basic context (owner role, clients, risks/opportunities) are typically enough to produce a preliminary range and a readiness checklist.
Is the valuation a formal appraisal?
This stage provides a practical, data-driven range to guide decisions. A formal opinion can be prepared later as needed for negotiations or financing.
Will this slow us down if we’re eager to go to market?
No — this work accelerates outreach by clarifying add-backs, addressing easy readiness wins, and preventing avoidable delays in diligence.