Investment Sales Analysis

The Investment Sales Analysis provides an in-depth sales due diligence analysis that helps business owners and investors make profit-aligned decisions when buying or selling a company.

What we'll do...

We'll create a visual "heat map" of the current status of the 16 critical sales drivers.
An executive summary with expert recommendations on investment risk an opportunity.
A detailed breakdown of the sales drivers.

ISA - Sales Xceleration

The ISA provides an in-depth sales due diligence analysis that helps business owners and investors make profit-aligned decisions when buying or selling a company. It also provides our growing team of Advisors a new tool to serve these business owners and investors.

Prepare before Exiting The Business

Through the process of Exit Planning (the Value Acceleration Methodology™), owners can build more valuable companies, have stronger personal financial plans, and align their personal goals.

Earning CEPA doesn't change your expertise, it enhances your ability to engage business owners and have value-added conversations around growth and exit.