Investment Grade Assessment

 
 
 
 

Do you know what professional investors seek in a company?

Does your company measures up?

Do you know what your company is worth and how to increase its enterprise value?

If not, you are not alone. Most entrepreneurs can’t answer these questions, so we created the 17 Reasons Assessment. We designed it for owners of privately held companies - in any industry - who want to:

  • Increase their companies’ enterprise value.

  • Understand what investment professionals look for before investing or buying.

  • Raise capital.

  • Sell all or part of their companies.

  • Transfer their companies to family members or employees.

When we subject your company to a 17 Reasons Assessment, we identify the areas (Reasons) that will attract potential investors and those that warrant your attention. We score your company’s performance in each Reason and recommend specific actions to increase enterprise value. 

Our Assessment consists of over 90 questions refined from years of advising owners through transactions. This 20-minute assessment provides actionable insights to increase your enterprise value and improve consistency of revenues.

Discover today if your company is Investment Grade!

 
 
 
 

Sample Assessment Dashboard

 

Overview Section

The overview section provides a snapshot of your company’s performance across key areas.

Section Detail

The detailed sections provide customized feedback on question responses and targeted recommendations for areas of focus.

Educational materials throughout offer opportunities to learn more about a specific question.