All 8 PE diligence dimensions scored with full documentation. Enterprise value modeled under current and transition-ready scenarios. A prioritized 18-month action plan delivered — with clear ownership on every item.
A Strategic Assessment is a comprehensive exit readiness diagnostic that evaluates your business across the 8 dimensions PE firms evaluate during diligence — owner dependency, revenue quality, sales infrastructure, financial reporting, operational documentation, management depth, growth trajectory, and legal transferability. It models enterprise value under current and transition-ready scenarios and produces a prioritized 18-month action plan. It's designed for owners within 1–5 years of a transition who want a rigorous, quantified picture of where they stand — and what it would take to close the gap.
A business valuation tells you what your company is worth today. A Strategic Assessment tells you what it could be worth — and exactly what stands between those two numbers. The gap between your current state and a transition-ready state is where enterprise value is created. Our job is to quantify that gap, dimension by dimension, and build the roadmap to close it.
Where a Workshop gives you a 90-day action plan based on your Exit Readiness Score, the Strategic Assessment goes deeper: full documentation, stakeholder interviews, financial analysis, competitive positioning, and enterprise value modeling that shows you the dollar impact of each dimension improvement.
The question this answers: "What would a sophisticated buyer see if they evaluated my business today — and how much enterprise value would I gain by closing the gaps they'd find?" Most owners are surprised not by how many gaps exist, but by how much value is tied up in 2–3 specific dimensions.
Every deliverable is designed to be useful on its own — and actionable whether you engage further or take the plan to your own team, CPA, or M&A advisor.
The engagement typically spans 2–4 weeks from kickoff to deliverable, depending on the complexity of your business and the availability of financial data.
Kickoff call to align on goals and timeline. Financial data request (3 years of P&L, balance sheet, tax returns). CRM access or pipeline data. Client concentration data. Org chart and role descriptions.
We evaluate all 8 dimensions with your data. Stakeholder interviews with key team members (optional, recommended). Enterprise value modeling. Gap analysis and priority ranking. Action plan development.
Full deliverable package presented in a 90-minute debrief session. Walk through every finding, recommendation, and priority. Q&A. Next-step discussion (self-execute, Workshop follow-up, or Partnership).
The Strategic Assessment starts at $20,000 for businesses under $5M in revenue. Pricing for larger or more complex businesses is scoped during an initial conversation based on the number of service lines, entities, and complexity of the financial structure.
If you've completed a Workshop ($1,500–$2,500), that investment is credited toward the Strategic Assessment.
Perspective on the investment: At $750K EBITDA, the difference between a 2.5x and a 4.0x multiple is $1.125M in enterprise value. The Strategic Assessment identifies exactly which improvements create that kind of movement — and typically pays for itself many times over in the value it reveals and the plan it produces.
We'll discuss your business, your timeline, and whether the Strategic Assessment is the right engagement for your situation. No pitch. No obligation. If it's not the right fit, we'll tell you what is.