Justification Dossier / Data Room
Imagine the peace of mind knowing your business is Sale Ready.
If you are prudent and want to be sale ready, even if you have no intention to sell, then this is the program for you.
Overview
The Justification Dossier is what you show to buyers, the Data Room is what you give them access to once you have accepted their offer.
We believe every business should have their Justification Dossier and Data Room set up. It is a brilliant way to ensure a business is sale-ready.
Whether you are selling, looking for finance or insuring yourself against an accident it makes perfect sense to invest in this program.
Many business owners anticipate the day when someone knocks on the door wanting to buy their business. Unfortunately, the deal often falls over. It takes too long to get your business prepared once the door-knock has happened.
Results of the Justification Dossier / Data Room Program
- Maximise the value of your business when you come to sell.
- Be ready to sell at a moment’s notice.
- Leave your family a “sale ready” business if you become incapacitated.
- Be positioned to take advantage of a “Door-Knock”.
What our Team Says
“People often call us – suddenly wanting to sell their business – but they have left it too late – and it dramatically affects the price they can achieve.”
The Process
how
- We tell your story and analyse you data. Our team research the hundreds of reasons why your business is worth more, and ultimately put you in a position to sell the future.
WHAT
- The Justification Dossier / Data Room project is an indepth analysis of your business – explaining what it is worth and WHY. Our dossiers include:
- Macro Environment / Industry Profit Drivers
- Market Size analysis
- Brand / Market Position Synopsis
- Financial summary including potential improvements and modelling
- Quantification of the forecast results (2 year plan)
- Customer analysis including diversity, ROI, TCP, and operational KPI’s.
- Online performance analysis
- Window of opportunity spectrum
- Structural summary
- Strategy on a Page
- Background overview including OSH, Lease, Insurance, IP, IT and reason to sell
- BCG Product Analysis by Product Group
- Strategic, Operational and Financial Supplier Analysis
- HR analysis
- Blue Skies Growth opportunity outlines
- Summary of values to prospective purchasers in multiple scenarios
- Collation of supporting documentation
when
- Position your business for Maximum Value - whenever you want to exit
- The sooner you start the better result you will achieve. Talk to us today.
