How the Process Works

The Value Prep Process follows five deliberate stages, each designed to strengthen value and protect outcomes.

Skipping stages doesn’t save time—it costs money.

1. Analysis:

See Your Business the Way Buyers Do

Every engagement begins with a disciplined assessment of readiness. We prove a free valuation and analysis to evaluate the business through a buyer’s lens to identify gaps, risks, and friction points that will impact valuation, deal structure, or certainty of close.

This stage focuses on:

• Financial clarity and credibility

• Operational risk and documentation

• Owner dependency and management depth

• Customer, revenue, and concentration risk

• Diligence readiness

Outcome:
A clear understanding of what will help—or hurt—your value in a sale.

2. Planning:

Determine What Buyers Pay For

Once risks and gaps are identified, we develop a clear, prioritized plan to enhance value. Not every improvement matters equally. Buyers reward specific value drivers—and penalize specific risks.

This stage focuses on:

• Strengthening core value drivers

• Reducing perceived and actual risk

• Improving sustainability and scalability

• Aligning operations with buyer expectations

• Sequencing improvements by impact and effort

Outcome:
A practical roadmap that improves value without unnecessary complexity.

3. Strengthen:

Turn Performance into a Defensible Story

Valuation is not just math—it’s interpretation. Strong positioning aligns financial performance with a clear, credible narrative that buyers can understand, trust, and justify.

This stage focuses on:

• Establishing a defensible valuation framework

• Identifying the right valuation metrics

• Framing strengths in buyer-relevant terms

• Supporting valuation with evidence, not optimism

• Preparing the business for buyer scrutiny

Outcome:
A valuation and narrative that withstands diligence and negotiation.

4. Market Preparation & Buyer Strategy:

Control the Process Before Buyers Control You

Preparation extends beyond the business itself. We prepare how the business is introduced to the market, who sees it, and how information flows.

This stage focuses on:

• Buyer targeting and strategy

• Confidential market preparation

• Information structuring and presentation

• Managing buyer expectations early

• Protecting leverage through process control

Outcome:
A controlled, strategic go-to-market approach that attracts the right buyers.

5. Deal Execution & Close:

Protect Value Through the Finish Line

Many deals lose value during execution—not because of lack of interest, but due to poor control during negotiation and diligence. We manage execution with discipline to ensure value created earlier is not given back at the table.

This stage focuses on:

• Offer evaluation and deal structure

• LOI negotiation

• Diligence coordination and issue management

• Maintaining momentum and leverage

• Closing with certainty

Outcome:
A transaction that reflects the true value of the business—not last-minute concessions.