Services · Advisory
Advisory
Strategic marketing research guidance to inform the acquisition or sale of businesses and brands.
Who it is for
While revenue metrics are critical to assess business value, the need to assess customer health is often overlooked.
Owners raising capital
An Independent Revenue Evaluation supports your business plan with measures of customer health, product innovation, and growth, so that investors do not discount or dismiss your financials.
Investors and acquirers
Our Revenue Potential Assessment gives angels, investment bankers, and VCs an inside edge as to whether a company is worth more, less, or the same as standard financial measures would tell us.
Buyers and sellers
A revenue and customer health assessment shows the true value of a business before contract, whether you want to maximize your exit value or understand what you are really buying.
How we evaluate revenue potential
Systematic and independent, per project or on an ongoing retainer basis.
01
Assess overall financial performance, in the absolute and relative to a peer group
02
Examine trends and market forces, including economic and discretionary spending
03
Profile the products, brands, and services that comprise the competitive set
04
Estimate prospects for growth, and forecast volume, share, and satisfaction
05
Combine the findings into an unbiased estimate of revenue potential
Growth can be “borrowed from the future.”
A company may look financially healthy while relying on excessive promotional activity, heavy discounting, a high number of product returns, or weakening customer loyalty. Conversely, financial performance could mask a positive story. A customer-centric point of view creates a more complete picture of the enterprise.