Valuation & Strategic Consulting

Most of the value in a service business gets built well before any transaction — through smarter growth decisions, sharper capital allocation, and the operational moves that compound over time. The work in this bucket is about understanding what your business is worth today, and what the right moves are to make it worth meaningfully more tomorrow.

Some operators engage us specifically to get a clear-eyed view of value before they make any decisions about transacting. Others bring us in on a retainer basis for ongoing strategic input on growth, M&A, capital structure, owner transition planning, or just as a sounding board they can call when something material comes up. Both look different on paper. Both come back to the same question: how do we build this business into something more valuable over time?

• i.Indication of ValueA defensible, market-grounded valuation range — the foundation for any meaningful decision about whether, when, and how to transact.
• ii.Earnings Normalization & Add-Back ReviewA close look at owner compensation, personal expenses, one-time costs, and working capital — the adjustments that turn book EBITDA into a defensible picture of what the business actually earns. Useful well before a formal Quality of Earnings is commissioned, or anytime you simply need a clearer view of normalized profitability.
• iii.Value Creation RoadmapWhere the business is today, where it could be in 24 months, and the specific operational, financial, and strategic moves that close the gap.
• iv.Ongoing Strategic AdvisoryRetainer relationships covering growth and M&A strategy, capital structure, owner transition planning, and the long arc of building an enduring business.