A strategic valuation is an independent, board-level assessment of what your business is worth today, what is actually driving that value, and what would close the gap to a credible exit price over the next two to five years. The audience is internal - the board, shareholders and executive team - and the goal is to inform decisions, not to deliver a regulatory output.
When is it required?
- Annual board / shareholder review of value creation.
- Exit readiness on a 2–5 year horizon, with quantified value-gap analysis.
- Pre-fundraising positioning and equity story stress-testing.
- Shareholder & management alignment, including LTIP / growth share / phantom equity design.
- M&A, build-up and capital allocation decisions.
- Post-acquisition value monitoring against an investment thesis.
Our methodology
We blend discounted cash flow (with explicit base / bull / bear scenarios), market multiples calibrated to UK listed comparables and recent private transactions in the same sub-sector, and a value driver analysis quantifying the impact of recurring revenue share, gross margin, customer concentration, EBITDA quality and key-person dependency. We then bridge today's value to a target exit value, allocating the gap between organic growth, margin expansion, multiple re-rating and inorganic moves.
Deliverables
Board-ready deck with headline range, sensitivities, value bridge, peer benchmarking and an optional annual refresh engagement.