v360™ Enterprise Value Roadmap

Elevate Enterprise Value with v360™

v360 is the ultimate value optimization experience designed to help you see your business as the market does. Our comprehensive report delivers a set of actionable recommendations that, when adopted, will help enhance value beyond the growth of revenue or EBITDA.

How We Help You Succeed

As a business owner you are busy running your business. Leverage v360 as your framework for building a viable, action-oriented roadmap for the future, driving growth in value in advance of equity events where it matters. With a focus on optimizing value, you can minimize dilution with funding events, acquisitions, and mergers, while setting yourself up for a great exit in the future.

Unique in the industry, v360 is a multi-dimensional assessment of your company, informed by industry statistics and expertise honed from working with more than 6,000 companies like yours.

Every change we recommend will enhance value. The v360 exercise is intended to guide our clients to enhance their position right now and at every step of the company's life. Events such as acquisitions and capital raises, will be entered into with optimally valued equity resulting in less dilution to ownership for our clients.

Frame 374 (4)

Drive Performance Across
Six Key Focus Areas

The v360™ Enterprise Value Roadmap focuses on six operational areas designed to increase valuation multiples, looking well beyond revenue and EBITDA alone:

  • Profit Optimization
  • Leadership
  • Infrastructure
  • Culture
  • People Matters
  • Risk Management
Frame 374-2-1

Increase Value and Enhance Operational Excellence

Most business owners are busy running their companies, diving deep into operational details, responding to competitors, opportunities, and crises, meeting with customers, building revenue, and hiring great people.

Long-term strategic planning can take a back seat to the daily details and demands of running the business.  Leverage v360 to provide direction to your strategic planning.

The v360 engagement empowers business owners with a roadmap for building value in all areas of the business.

Frame 374-3

Unlock Your True Market Value Before a Funding Event

Understanding the real value of your company from the market’s perspective is crucial when preparing for a funding event. Often, the perceived value you have may not align with the market’s valuation. Investors look for factors beyond just revenue or EBITDA. You may have overlooked aspects that significantly impact your company’s worth. With v360, you can identify these critical factors and build value strategically, ensuring you are well prepared for investment opportunities by maximizing your company’s value.

Frame 374 (7)

Optimize Value for a Future Exit or Succession Planning

A solid succession plan is essential if you're considering retirement, leaving your business to your family, making your employees into owners, or selling to a third party.  Make sure your company is in great shape to make this transition a smooth one. Don’t wait until an event is on the horizon. That is too late to optimize. Prepare now to avoid unexpected challenges. With v360, you can optimize your company’s value and readiness, ensuring a seamless and successful transition when the time comes.

Don’t leave value on the table by failing to plan for the future.

Frame 374-1-1

Low Risk – Big Return: Transform Your Business with Minimal Time Investment

A v360 report is generally issued within about four weeks; however, only a few hours of your time are required. With access to current financial statements and an investment of about two hours answering 125+ key questions, we can deliver an assessment of your company's current state along with powerful recommendations for enhancing value beyond revenue or EBITDA growth.

v360 Is Not a Generic Analysis

It’s customized for your business, drawing on expertise developed by more than 28 years of operational experience working with 6,000 companies. Your team will benefit from our seasoned experts, who average 25 years of operational experience.

customer story

Estate Planning for Your Business

We worked with a founder and majority owner of a services business who, after a serious health diagnosis, realized they had no exit plan prepared. Our holistic, 360-degree view uncovered many dimensions of value beyond profit. When those factors were considered in the valuation process, the company’s true worth was determined to be ten times what was initially thought with a valuation based only on the finances. This resulted in a comfortable life for the founder’s family. Unfortunately, not all businesses have such a fortunate outcome without proper planning.

customer story

Preparing for Sale

A business owner we worked with decided it was time to sell the company he and his family had built over many years.

His perception of value was entirely based on multiples of EBITDA until we helped him see other dimensions of value that potential buyers would assess during due diligence.

After following the set of actionable recommendations revealed by v360, the owner had a very successful exit in two years, at higher multiples of EBITDA than a less holistic view would have resulted in.
customer story

Prepare for a Transition Before It’s Too Late

A client told us a poignant story of how her mother had built a very successful business and kept putting off selling it until finally, she entered into a deal that wasn’t the most favorable with people who were not the best operators.

Ultimately, she ended up getting very little for a business that would have been worth millions to the right buyer and with the right strategic steps taken ahead of time.

This client worked with us on a v360 for her own business and exited the process very comfortable with her plan and the roadmap ahead. We continue to work with her executing on elements of her plan.

"The findings identified broader strategic areas for us to focus on and took us out of the day-to-day weeds. We’ve talked about becoming a company of a certain size and seeing that our numbers were further north really brought us a lot of confidence. We now have a roadmap that will help us reach our goals."

Wexel-Art
Natasha McRee,
Co-Owner, Sales & Marketing Maven, Wexel Art

Frequently Asked Questions

+
How does v360 differ from an exit planning tool?

v360 differs from an “exit-planning” tool by providing a comprehensive, multidimensional assessment of your company's value well before exit becomes the objective. It focuses on enhancing operational areas such as leadership, infrastructure, and profit optimization. Unlike traditional exit-planning tools, v360 aims to improve your business’s value at every stage, not just in preparation for an exit. This approach ensures your company is well positioned for funding events, acquisitions, talent attraction, long-term growth and ultimately exit.

+
How much of my time is required?

Your time investment is minimal. We require access to current financial statements and about two hours to answer 125+ key questions. Our experts handle the rest, delivering a detailed report with insights and recommendations. Your meeting with us to deliver results will be another 1-2 hours.

+
Is v360 suitable for businesses of all sizes?

Yes, v360 is designed to benefit businesses of various sizes and industries. The areas of focus are the same, however our approach is customized to meet the specific needs and challenges of each business we work with.

+
Does a v360 help facilitate transactions?

Yes. Our Capital Markets services are tailored to support our clients with Transaction Advisory and Representation.  This could include bringing in new debt, attracting additional equity, supporting acquisitions, selling your company, and a wide array of other activities.

+
Can we use v360 to support a valuation for tax, litigation, or transactional purposes?

The v360 report is designed to maximize your business's value, not to provide an exact valuation. While our experts excel in valuing private companies and managing transactions, the main goal of v360 is value optimization. For traditional third-party valuations, we can recommend suitable services. 

For transactions, v360 levels the playing field between business owners and frequent market participants. It helps you see how the other side of the table views your company's market position, so sharing the report with negotiation counterparts can reveal your strategy in situations you would prefer not to.

Learn more about v360

Schedule a consultation today to discover how we have helped over 6,000 companies achieve their financial objectives.