Are you Investor Ready?

S

Strategy Advisory

C

Capital Advisory

D

Deal Advisory

Prep4Sale

The Prep4Sale assessment:

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  • Facilitates thinking about  your exit strategy objective

  • Assists in understanding the readiness of your business for a future transaction

  • Identifies your strengths and areas of improvement to optimise the saleability and value of your firm 


The “4Ps” methodology has been developed by, for and with entrepreneurs around 4 dimensions:

Purpose – People – Process – Performance

PURPOSE  

Key Objective - Alignment

  • Shareholders' alignment: Timeframe, valuation, personal expectations, stage of development, specific objective…

  • Client alignment: Reasons to become a client, reasons to leave, your competitive advantage…

  • Staff and stakeholder alignment: Personal and professional expectations…

  • New partner alignment: Investment thesis, strategic rationale, synergies…

PROCESS  

Key Objective - Discipline

  • On the business versus in the business

  • Quality control, risk management

  • Key ratios and procedures

PEOPLE

Key Objective - Non-dependency

  • Attract, train, retain

  • Intellectual property generation and retention

  • Compensation policy

  • Loyalty and performance

PERFORMANCE  

Key Objective - Scalability

  • Business model: visibility, annuity versus project driven, services versus products

  • Growth: price or volume effect, clients' portfolio, portfolio of offering

  • Profitability: re-statements, expectations versus current

  • Valuation and deal structure