Value Build Approach

The Value Bridge approach broadly follows a 5 stage process designed to understand shareholders aspirations, carry out a thorough review of the business, identify key opportunities to build value, support management in implementation and then prepare the company for a sale process.

There is not a one-size-fits-all approach and the timescale will be driven by the value potential of the company and the specific circumstances and aspirations of shareholders. Timescales can vary from as little as six months up to three or four years.

Initial Meetings with Shareholders

The initial meetings are important to understand shareholders ambitions and aspirations – in terms of timeline, value expectations and ongoing involvement with the business. Is a full-sale desired or a partial exit/equity release or potentially a hand-over to the next generation? We will then prepare a scoping proposal for review by the Board.

Business Review

This will include a review of business plans, financial and management accounts, sales & marketing, key clients, markets, products/services, an operational review including processes, systems, customer service, product & service development, technology, IP, people and organisation. The aim being to identify value build opportunities for the company.

Value Build Opportunities
and Road Map

The business review process will identify the key value build opportunities for the business. How to build profitability, EBITDA and cash generation. How to build the business attractiveness to potential buyers. How to build a sustainable business which is scalable for future growth. We will identify priorities and propose an implementation road map and timeline.

Implementation, Monitor, Review

Once the road map is agreed we will support the management team in implementing the key value build priorities. Regular monthly reviews and management reporting will monitor progress and also identify potential issues or further opportunities. The aim being to drive EBITDA and also build the attractiveness and sale-ability of the business.

Preparation
for Sale

It is vital that the company is prepared for a sale process – ‘over 8o% of companies taken to market fail to sell’. We will work with management to ensure the company has a credible business plan, good quality financial and management information, documentation in good housekeeping order. The company and shareholder structure also needs to be in good order.