A 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.

A tailored business landscape assessment is what you need.

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 in the $10 –$200 million range with current or expected profits/earnings in the $2 – $20 million range. 

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.
Get a business valuation through our Business Landscape Assessment today.
Schedule a meeting to get your business valuation.

Discovery Session Leading To Assessment

If you believe your business could be a fit now or in the next couple years, start with a Discovery Session.

Step One: Click below to schedule a Discovery Session. We will email you a meeting confirmation email with our standard Confidentiality Agreement and request some preliminary information about your business.

Step Two: During our confidential Discovery Session, we would like to learn a bit more about you, your journey, and the successes and achievements of your business. You don’t need to prepare anything.

Step Three: Typically, within about a week of our meeting, we will schedule our next Assessment meeting, where we will share with you a tailored Business Landscape Assessment.

Tailored Business Landscape Assessment

Current Market Forces

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.

Getting the Best Value

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.

Ideal Go-to-Market Strategies

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

Our Fees

What do we charge 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 the charities that our team supports. After your Discovery Session, please select a charity and donate. Upon submission of your donation, you will be directed to schedule your Assessment meeting.

At Persient we treat each transaction with the respect, sensitivity and confidentiality that every business owner deserves. You’ll never walk alone.


Space 4 Art

San Diego is the only expensive city in the US that does not have dedicated artist housing, and we believe artists are the key to growing a creative economy. Space 4 Art supports all artists by providing them with very affordable housing and work studio rentals.

First Tee

First Tee

Experiences are our greatest teachers. First Tee, a division of the World Golf Foundation, is a youth development organization that enables kids to build inner strength, self-confidence, and resilience that they can carry to everything they do.

Helen Woodward Animal Center

Helen Woodward Animal Center

Based on the foundation of “people help animals and animals helps people”, Helen Woodward benefits the community by providing educational and therapeutic programs for people, as well as humane care and adoption for homeless animals.

Following your Discovery Session, we ask that you donate to one of these three charities, then you will be redirected to schedule your Assessment meeting at which you will receive your full Business Landscape Assessment. We will donate to the charity you select and provide a donation receipt.

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.


Global Professional Services Firm, CEO

Schedule your discovery session to get started.