Know your value today.
Build a more valuable company for tomorrow.
Most owners wait until the year they sell to start preparing — the reality is your building value every day.
M&A Strategy isn’t about selling you’re company today. It’s about having a pulse on your valuation and understanding how key changes in your operations and infrastructure can increase or decrease your company’s value.
We help you understand the value drivers in your industry and create a clear growth plan to increase your enterprise value over time.
This is how you turn your business into a transferable, investor-ready asset or a well-designed succession plan.
What Is M&A Strategy
We’re not a broker, and we’re not here to rush you into a sale. Our work begins by helping you understand your current valuation and identifying exactly what can improve to make your company worth more. It all starts with our Company Readiness Review—an investor-grade valuation and a strategic 12–36 month plan to increase enterprise value.
We call this Pre-Transaction Value Engineering.
What To Expect
We begin with a Company Readiness Review, a structured 30-day assessment designed to give you clarity on where your business stands today and what it will take to increase its value.
At the end of the review, you will receive:
1. Company Readiness Scorecard
An investor-grade analysis of your current valuation and the drivers behind it—covering your financial infrastructure, operational infrastructure, and overall company risk.
2. Company Roadmap
A detailed, actionable plan outlining the steps required to strengthen your business and increase enterprise value over the next 12–36 months.
You can use the Scorecard and Roadmap independently as a guide to grow your business—they’re designed to stand on their own. If you’d prefer support executing the plan, our team can partner with you to implement the roadmap and move your company toward its target valuation.
What Do You Get In The Scorecard and Roadmap
In the first 30 days, we complete a deep dive and deliver a Company Readiness Scorecard and Roadmap that will assess the business across three key areas:
Financial Infrastructure – Bookkeeping quality, Normalized EBITDA & add-backs, Margin stability, Working capital needs, Cash flow reliability, KPI controls, and Forecasting & budgeting.
Operational Infrastructure – Leadership and management depth, SOP maturity, Job costing/project controls, Inventory and supply chain processes, Technology stack, Project management, and Vendor/customer dependencies (operational side).
Scalability & Risk – Sales engine maturity, Capacity constraints, Pricing power & competitive positioning, Customer concentration, Owner dependency, Key person risk, Market dynamics, Contract quality, Recurring vs project-based revenue.
You see your drivers that are running well and adding value, and those that need improvement, that are holding back your value. You’ll walk away with the three deliverables below.
Valuation Range: You’ll see conservative, base, and upside valuation scenarios—and what you can change to move from one to the next.
Top 10 Value Drivers: We identify and rank the 10 most important moves you can make to increase value, such as: Improving customer concentration, implementing strong job costing, cleaning up financials and reporting or adding KPIs for controls, decreasing owner dependency, improving working capital position, and cash flow predictability.
Actionable Strategies: A structured plan broken into the First 30 days – quick wins and critical fixes. The first 90 days – core systems and reporting improvements. And long-term strategic projects, 6 – 36 months.
This roadmap serves as the blueprint for growing your company and creating value.
Reach out to discuss your current situation and How We Can Help
With your Scorecard and Roadmap in hand, you’ll have a clear strategy for growth.
Our team will be ready to provide implementation support if needed.
FAQs
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No. This is a pre-M&A strategic consulting service. We focus on readiness, valuation improvement, and building a finance function that lenders and buyers trust. If and when you’re ready to run a transaction, we can help you assemble the right external team.
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That’s common. We can still complete the Scorecard, but part of your roadmap will include fixing bookkeeping, reporting, and controls. If you’d like, we can plug you into our Foundation Strategy service to clean everything up and keep it that way.
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Some value levers (like cleaning up financials or tightening working capital) can improve perceived value within months. Bigger moves—like reducing customer concentration or building a stronger management team—take 12–36 months. The Scorecard and roadmap help you prioritize what to tackle first.
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No. You can take the roadmap and execute with your existing team if you prefer. Many owners, however, choose to keep us involved through Foundation Strategy, CFO Strategy, and M&A Strategy Execution because it speeds up progress and keeps the work moving.
Even if you’re not looking to sale, our process will help you increase EBITDA and provide more path’s for growth.
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You don’t have to. Everything we do to make your company more attractive to a buyer also makes it easier to run, easier to finance, and less dependent on you. You’re building an asset, whether you sell or not.