Margin & Financial Performance

  • Review of financial statements
  • Profit margin analysis & benchmarking
  • Determine adjusted EBITDA
  • Sample earnout formulas using AGI & EBITDA methods

Audience & Client Diversity

  • Client concentration risk assessment
  • Client tenure & retention rate
  • Revenue diversification strategy
  • Client contract structures

Repeatable Systems & Scalability

  • Operational process documentation
  • Tech stack & automation review
  • Project management processes
  • New business generation strategy & pipeline

Vision, Leadership & Talent

  • Leadership team depth assessment
  • Key employee retention planning
  • Succession readiness
  • Culture & team strength

Edge & Unique Value Proposition

  • Brand equity & market positioning
  • UVP messaging
  • Niches & specialization
  • Intellectual property

Legacy Growth Trajectory

  • Historic growth documentation
  • Forward-looking growth strategy
  • Vertical and horizontal scalability
  • Market expansion opportunities
  • Buyer-ready growth narrative