A business valuation will only tell you what your business is worth. A Business Landscape Assessment will provide the understanding and plan for what you can get.

If you have received an unsolicited offer and not sure if it is the right or best offer, or if you’re planning to sell your business over the next 0-3 years, you are better off with a Business Landscape Assessment. While business valuation is primarily about past financials and market multiples, what you need before considering the sale of your business is something that goes way beyond the numbers and can help you understand 1) what the value drivers of your business are, as well as 2) inform you on how to prepare and position your business to enhance the value on sale. Our tailored Business Landscape Assessment does just that. It’s three key aspects will help you decide next steps with confidence.

Get a business valuation through our Business Landscape Assessment today.
Get a business valuation through our Business Landscape Assessment today.
Get a business valuation through our Business Landscape Assessment today.

1. Current Market Forces

2. Getting The Best Value

3. Ideal Go-To-Market Strategies

The market is always evolving and changing. Running your business while keeping a close pulse on the market is challenging. It is essential that you have a strong sense of market conditions before making any decisions. We utilize data and speak daily with decision makers to ensure we are always aware of what is going on in the market. We will help you better understand the current and future dynamics of your position in the industry and how macro forces and trends may impact the market perception and receptivity of your business.
There are many factors which influence the value of your business. Your current and future financial performance is just 65% of your overall value. This is because your business is worth more than just its cash flow. We know what buyers look for when assessing value and how they score your business on the readiness checklist. It is essential to identify gaps in your business early in the sale process. We will work with you to identify gaps and weaknesses as well as your intrinsic and strategic value drivers and help you better understand their impact on your valuation. By doing so, we will find out how you can unlock potentially an additional 35%+ value for your business.
The ideal go-to-market approach depends on your priorities and business considerations. There is no one-size-fits-all approach. What worked for someone else might not work for you. Each approach has unique advantages and disadvantages, and it is important that you are aware of how a strategy may impact your business, price, and terms. We will work with you to identify and understand your priorities and unique factors which contribute to choosing an appropriate strategy. We understand that the sale of a business comes with many considerations, both personal and financial.

Get started on your path towards a personalized Business Landscape Assessment.

We work with mature, profitable mid-sized companies whose owners are looking for an exit strategy or growth option for their business. Our clients span industries, including manufacturing and distribution, business services, technology, media and marketing, healthcare, and specialty services and products, and typically generate sales greater than $10 million with current or expected profits/earnings greater than $2 million. If you believe your business could be a fit now or in the next couple years, follow the steps to get started.

Schedule a meeting to get your business valuation.

Step 1. Scheduling / NDA

Click below to schedule your Discovery Session, either in-person or virtually. Following which, we will email you a meeting confirmation with our standard Confidentiality Agreement and request some preliminary information about your business.

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Step 2: Discovery Session

Over the course of our 1-2 hour confidential Discovery Session, we would like to learn a bit more about you, your journey, and the successes and achievements of your business, beyond just the numbers. You don’t need to prepare anything.

Step 3: Assessment Session

Typically, within about a week of the Discovery Session, we ask that you schedule the Assessment Session, where we will share with you a tailored Business Landscape Assessment.

Our fees for this assessment…zero! We charge for results, not our guidance. But our team genuinely believes in giving back and would be so excited if you would make a $250 contribution to one of our favorite charities. Upon submission of your donation, you will be directed to schedule your Assessment Session. Following which, we will donate to the charity you selected and provide a donation receipt.

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One of Persient's Real M&A Success Stories.

What Our Clients Say About Us And The Process

Past client experiences

We worked with the principals at Persient on business assessments over a period of many years even before their current configuration. The team took time to understand just what we were looking for and why it wasn't just an "out of the box solution". They were always responsive in their delivery and understanding of our deadlines. They were insightful in their interactions with management and board and a pleasure to work with. Their assessment and understanding of both our industry and our ownership dynamics assisted with our internal discussions and approvals.

-Steve,

Global Professional Services Firm, CEO

From the day we started the process, I felt like we were one team with a shared mission to find the best strategic and economic partner for my business. [You folks] took the time to learn my business and articulate my value proposition; they diligently pursued all opportunities well beyond just the low hanging fruit; and they never missed a deadline. I liked that [they] are industry agnostic. I think it made them look harder for potential deals without pre-conceived ideas or existing relationships on the buyer’s side. What’s more, they were an absolute pleasure to be around. I could not have asked for more and would recommend them to anybody. I can honestly say I feel they earned every penny of the fee – and I’m not very sure most sellers can usually say that about their bankers!

-Carin,

Strategic Life Science Communications Agency, CEO & Founder

We chose [them] because of their independence, confidential outreach and capability to provide an extremely tailored approach. The team worked with us intimately to understand our science, MOA and positioning, and with a very disciplined approach reached key decision makers of domestic and international big-pharma and biotech companies on an expedited basis. They made the entire process extremely easy given their preparedness, transparency and in-depth insight of strategic players who would have an interest in our platform.

-Dan,

Public Biotech Company, CEO

While we have been approached in the past with potential acquisition inquiries, they never resulted in a successful deal for one reason or another. Working with [them] allowed us to attract not only strong interest in the company, but also highly detailed, quality offers from multiple parties, including private equity firms and large, multinational firms from Asia and Europe. As a result of their strategic, proactive approach, we were able to get higher EBITDA multiples than we thought possible and we were able to choose the ideal buyer for our company, with the skills and resources that will enable the company to grow and thrive in the years ahead.

-Kevin,

Specialized Manufacturing Company, CEO & Founder

After owning my company for 21 years, I decided it was time to sell and move on. I spent many years in the mortgage industry as my line of work and buying and selling homes was second nature, how hard could it be? However, with all my research, I learned selling a company could be a very stressful and emotional transaction, significantly different from selling a home. So, I took the advice from many and interviewed several banking M&A firms and decided to go with the principals of Persient. I felt their passion and experience set them apart from other M&A firms I spoke with. As we went through the arduous process of selling my company, their attention to detail, step by step support, and friendship we built along the way was priceless. I highly recommend [them] and I'm grateful for their help and guidance through this entire process. I always felt they had my best interest at heart.

-Annemaria,

Mortgage Compliance Firm, CEO & Founder

After receiving an unsolicited indicative offer, we knew we needed a partner who could help us negotiate and navigate the transaction process. Persient’s principals came highly recommended from a colleague and we quickly engaged with them. They negotiated favorable terms for us and made due diligence seamless. With minimal burden on me or my team, we were able to close the transaction in only 45 days – in the depths of the pandemic. Undergoing a transaction can be highly stressful and time consuming, but they made it painless for us. I would highly recommend them to anyone.

-Ed,

Content Aggregating Blog Company, CEO & President

I have loved working with you two. You SO deserve it after what you have put up with from our company. You guys are top notch and I have really enjoyed getting to know you. I hope our paths will cross again one day and I have no doubt that perhaps we will work together.

-Deena,

Fortune 200 Public Energy Company, VP

Schedule your Discovery Session to get started.

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