Client’s Objectives
- Double the company’s value before selling
- Estimate current gross and net business sale proceeds
- Initiate an effective value-building program
Assistance
- Assessed past performance
- Quantified EBITDA add-back schedule
- Developed first-year budget/five-year projection model
- Initiated value-building program
Results/Value
- 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