A proven, five-phase process designed so you always know where you are, what is happening next, and why.
We learn about you, your business, and what the right outcome looks like: financial, personal, and legacy. This is not a checklist. It is a conversation designed to ensure alignment before any process begins.
A typical M&A process moves through six key documents. Click any to see what it means for you, what to expect, and how V&R supports you through it.
Not Ready Yet?
Many of our best outcomes start 12 to 36 months before a transaction. Value Growth advisory helps founders identify and close the gaps that affect valuation, so when you go to market, you go from a position of strength.
We set a realistic target sale price together, balancing what the market will pay with what you need, and get clear on what life after the sale looks like.
A detailed baseline valuation and a comprehensive company profile establish exactly where your business stands today.
We research who is buying businesses like yours, what they pay, and what they require, then build the profile of the company that commands a premium in your industry.
We measure your business against that premium profile across six valuation drivers and your financials, then set a realistic timeline to close the gaps.
A detailed implementation plan with clear milestones, stress-tested through our proprietary review process, keeps progress measurable and on track.
When the milestones we agreed on are met, we transition seamlessly into our sell-side process, or you continue executing the plan on an accelerated timeline.
The gap analysis measures your business against the ideal company in your industry across six valuation drivers. Select any driver to see what buyers look for and how we help you strengthen it.
Wondering which gaps apply to your business? A confidential conversation is the fastest way to find out.
Talk to a PartnerAnswers to the questions founders ask most often.