Our process involves analyzing financial data, market trends, understanding the operational aspects and assessing other factors to provide an indicative valuation range. We apply a range of valuation methods to ensure a balanced approach to that value. The Valumetrix^TM method also provides you with a set of KPIs that help you keep track of your progress towards your end goals.

You should always have an appraisal done before entering into a sale process. This will provide you with a useful guideline before you enter into negotiations with an investor or acquirer.

However, as a valuation is the yardstick by which you measure progress on your business strategy  conducting an initial appraisal early provides you with a baseline. Subsequently, a further appraisal on a yearly basis can provide useful input to your annual strategy review process.

A formal valuation is often needed when it is required in some kind of legal process involving other parties, for instance divorce proceedings or a legal suit. An appraisal, such as that conducted in the Valumetrix^TM process, is intended to guide planning by the owners of a business. Consequently, it relies upon the accuracy of statements provided by the company without further auditing or cross-checking.

Exit planning involves ensuring that your business strategy is aligned to your  business exit goals, so as to maximize value and achieve personal goals. It's best to start early to ensure a smooth transition. How early depends upon how far along the exit readiness path you are already.

Factors such as market conditions, timing, valuation, and buyer-seller alignment significantly impact a successful business sale. Following a process to prepare to address these factors gives the best chance to achieve an optimal outcome.

We prioritize confidentiality through carefully crafted agreements, controlled information sharing, and rigorous buyer vetting processes.

We act as intermediaries, guiding clients through the entire M&A process, from initial planning and valuation to negotiation and closing.

Yes, we leverage our extensive network and industry expertise to identify suitable buyers or partners that align with your objectives. Depending on the business and the likely buyer profile we can reach internationally through our overseas network of principals.

The timeline varies depending on factors like complexity, market conditions, acquirer type and negotiations, but generally ranges from several months to over a year.

We focus on helping owners understand the current value of their business and work with them to ensure that their strategies continue to add value. We work with trusted partners to help business owners on the implementation of those strategies.

When the time comes to prepare for a sale we assist in managing that process, aligning our interests with a successful outcome for the owner.

Our team combines deep industry knowledge with personalized attention, ensuring each client receives tailored solutions and exceptional results. Our backgrounds in strategy consulting, finance, business ownership, investment and M&A provides the broad balance of experience to deliver quality advice and support to business owners.