Valuation Maintenance Plan (VMP)
More Than Just a Valuation

Much like our Perfect Exit product, the Valuation Maintenance Plan (VMP) is motivated by the recognition that business owners should keep their business ready for an exit. The VMP tracks the companies’ valuation quarterly, along with a number of metrics related to valuation and operational performance to provide management with the information and objective analysis necessary to strategize on the desired exit value.

Under this service line, our analysts offer the following analysis:

  • An updated valuation based on DCF analysis, precedent transactions, and comparable company analysis.

  • Identification and assessment of the core financial and strategic drivers of valuation including profitability, asset management, capital allocation, industry-specific KPIs, and more.


More Than Just a Valuation

Valuation Maintenance Plan
Exit Preparation

STEP 1

Analyze sector dynamics and competition

STEP 2

Analyze competitive advantages and strategy

STEP 3

Analyze financials and quantify strategy facets

STEP 4

Value periodically the business and update key estimates

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