The Workshop
This one-day workshop combines a targeted Presentation with a hands-on Working Session to help management teams see their business through a buyer’s lens and take action well before a sale process begins.
The Presentation highlights where value is created, lost, or at risk, while the Working Session converts those insights into a prioritized, actionable roadmap with clear ownership, positioning your company to maximize valuation and execute a successful exit.
PART 1
The Presentation
See your business through a buyer’s lens
This presentation gives management teams an insider view of how sophisticated buyers evaluate a business and where deals gain value, get discounted, or fall apart during diligence. Drawing on real-world experience across more than 30 management presentations and two successful exits, it highlights the specific areas buyers focus on and the common gaps that reduce valuation.
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You will walk away with a clear understanding of what matters most to buyers, where your business may be exposed, and what needs to be addressed well before a sale process begins, so you can position your company to command premium multiples.
Key topics include:
We'll discuss which buyer concerns fall into each category:
Table stakes
Minimum expected to stay in
Valuation increase
Why buyers pay top dollar
Valuation reduction
Why buyers lower their bid
Deal killers
Why buyers walk away
PART 2
The Working Session
Turn insight into action
The working session builds directly on the presentation, transforming insight into a clear, actionable roadmap. In a highly interactive format, your leadership team works through the key areas buyers will evaluate and aligns on where the business stands today, identifying strengths, gaps, and priorities. Together, we develop a practical, prioritized action plan with defined ownership and accountability, ensuring that critical shortcomings are addressed well in advance of a sale process. The result is not just awareness, but alignment, focus, and momentum across your leadership team.
What you'll accomplish:
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Assess your business across key buyer evaluation areas
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Identify value drivers, risks, and potential deal breakers
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Prioritize initiatives that will have the greatest impact on valuation
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Assign ownership and establish accountability
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Create a clear, actionable exit preparation roadmap
PART 3
The Deliverables
At the conclusion of the session, your team will leave with:
Buyer evaluation criterai heat map
A clear view of where your business stands across key value drivers, risks, and potential deal killers
Prioritized action plan
Focused on the initiatives that will have the greatest impact on valuation and deal certainty
Defined ownership & accountability
Clear responsibility assigned across the leadership team to drive execution
Exit readiness roadmap
A practical plan to prepare the business over the next 12–24 months