M&A STRATEGY
Know Your Value.
Build more of it.
Most owners wait until the year they sell to start preparing. By then, it's too late to move the number.
M&A Strategy isn't about selling your company today. It's about understanding what your business is worth right now — and exactly what to change to make it worth more.
Company Readiness Review
A structured 30-day assessment. At the end, you get an investor-grade scorecard and a 12–36 month roadmap — whether you plan to sell or not.
Financial
Financial Data Quality
Normalized EBITDA
Margin Stability
Cash Flow Reliability
Recurring Revenue %
Operational
Management Depth
Operating Systems Quality
Technology & Automation
Scalability & Risk
Owner Dependency
Customer Concentration
Vendor Dependency
Pricing Power
What You Walk Away With
Conservative, base, and upside scenarios — and what to change to move from one to the next.
[01]
Valuation Range
The highest-impact moves ranked by what will increase enterprise value most in your specific business.
[02]
Top 10 value drivers
Quick wins in the first 30 days, core improvements by 90 days, and strategic projects out to 36 months.
Actionable roadmap
[03]
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Everything we do to make your company 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.
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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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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.