Conduct an objective valuation of the business
Transaction Planning
long-term planning and positioning through a strategic assessment
What is the best path forward for your business and your personal financial goals? Should you pursue an acquisition, prepare for an exit, or focus on internal growth initiatives? Answering these questions requires an objective, clear-eyed view of your company’s strategic position, financial characteristics, and market realities.
At PMCF, our Strategic Assessment and Transaction Planning services provide a formal framework for this crucial analysis. We help you move beyond assumptions and hypotheticals to build a concrete course of action. By evaluating your strategic options through a disciplined process, we help you ensure that every decision—from operational improvements to wealth transfer strategies—is made with the end goal in mind: enhancing company value.
PMCF’s Tailored Approach
Our Strategic Assessment Process
Every successful outcome starts with a clear vision of where you want to go. We work collaboratively to define your strategic goals before any process begins. This consultative mindset ensures your objectives drive every aspect of the sale, from preparation through closing—and beyond.
Key Considerations for Your Strategic Plan
A robust strategic assessment forces you to confront the essential questions that determine your company’s future trajectory. We guide you through this critical thinking to prepare you for the opportunities ahead.
What is your business truly worth?
Understanding your company’s value is the starting point for any strategic decision. A valuation is more than a number; it reflects your market position, growth prospects, and operational strengths. We provide an objective valuation to help you set realistic goals, whether for a future sale, capital raising, or an ESOP. This clarity is essential for planning your personal financial future and setting corporate strategy.
What are your real strategic alternatives?
Growth can come from many directions: organic expansion, strategic acquisitions, or new market entry. Similarly, an exit can take multiple forms, from a sale to a strategic buyer or private equity firm to an ESOP. We help you analyze each path, weighing the risks and rewards based on your specific situation. This ensures you are not just reacting to opportunities but are proactively choosing the one that best meets your goals.
How do I position my business for future success?
Knowing where you currently stand, where you want to go, and the optimal path to get there empowers you to act decisively and confidently. A Strategic Assessment is an investment in that clarity, providing the roadmap needed to navigate the future and maximize the value of what you have built.