Client’s Objectives

  • Double the company’s value before selling
  • Estimate current gross and net business sale proceeds
  • Initiate an effective value-building program


  • Assessed past performance
  • Quantified EBITDA add-back schedule
  • Developed first-year budget/five-year projection model
  • Initiated value-building program


  • Focused management team on company growth, incremental EBITDA, and value-building
  • Quantified owner’s wealth gap (difference between potential net sale proceeds and retirement lifestyle funding needs)
  • Established value-building program