A valuation assessment conducted through a deep operator lens that answers one question precisely and honestly: is the business positioned to command a strategic outcome, or is value currently constrained by gaps that must be addressed?
Financial performance attracts financial valuations. Premiums are reserved for businesses that can clearly articulate why they matter, how they create differentiated value, and what becomes possible for a buyer post-acquisition.
Every business plots to a point on a decision frontier, returning a clear, evidence-based course of action – not a range, not a maybe.
Would benefit from a 3 -12 month preparation period to address identified gaps and improve positioning prior to market entry.
Absent accepting a turnaround valuation, material issues must be addressed before a viable transaction process can be contemplated.
The incremental value the business can deliver to a strategic buyer.
3 (Critical)
“A transaction process is expensive in dollars, energy, and opportunity cost. The SDF exists to tell you, honestly, whether the prize is worth the chase.”
Operators who have built, run, and exited agencies themselves.
A rubric informed by real deals in martech, adtech, and commerce.
Company falls at the inner edge of Go-To-Market. A 6-month preparation window will convert to premium.
Ranked by effect on buyer interest, multiple and SDF score. Executed over months 1–6 of the roadmap.
QofE validates the past and is purely an accounting exercise.
The SDF tells you whether you should be on the market at all and if not, what to fix. A valuation assessment is no good if there is no improvement roadmap, so the SDF has a strong operational perspective.
Typically the functions of CEO, CFO, and COO. Additional executives are welcome for specific parameters.
Unequivocally. All materials live in a secure repository. Nothing leaves the engagement without approval.
Book a 20-minute call to scope an SDF. Engagement calendars typically book 6 – 8 weeks out.
