Strategic Business Assessment

Arm Your Business For What Lies Ahead

As a business owner, you know the value of planning ahead. Armed with in-depth analysis of the ins and outs of your business, our Strategic Business Assessment provides you with objective observations about where you stand, as well actionable recommendations designed to protect enhance and maximize the value of the business.

The Strategic Business Assessment integrates eight components inclusive of a financial and qualitative analysis, and an industry review designed to enable the business owner to anticipate issues that may be raised by a potential buyer of the business, long before any transaction. Because this assessment replicates the rigors of buyer due diligence, you can enter negotiations from a position of strength, minimizing surprises that buyers frequently use to their advantage in negotiations with the business owner.

Components of Strategic Business Assessment

• Review of Business Owner Objectives
• Financial Review
• Financial Ratio Analysis
• Summary of Relevant Merger & Acquisition Transactions
• Industry Review
• Analysis of Qualitative Factors – Sell Side Due Diligence
• Analysis of Key Performance Indicators (KPI’s)
• Conclusions and Recommendations