Sales Due Diligence
PRE-ACQUISITION DUE DILIGENCE COMPANY - Due diligence / Assessment (Pre or Post Acquisition)
- De-risk your investment with Quality of Sales (QoS) Due Diligence
- Ensure sponsor has a clear view of barriers that could impact predicted revenue streams.
Sales Assessment
EARLY STAGE AS PORTFOLIO COMPANY SALE ASSESSMENT
- Assess the current state of the sales infrastructure (strategy, process, team, tools) to develop a 100-day sales action plan that would ignite growth.
- Ensure the CEO has clear view of barriers to, and opportunity for growth.
Ignite Growth: 100-Day Sales Action Plan
EARLY STAGE AS PORTFOLIO COMPANY
- Craft solutions to start your growth engine by developing or implementing:
- Growth strategy
- Sales process, Sales playbook
- Sales team evaluation and/or recruiting
- Establish sales metrics and accountability
- Implement/update sales toolkit
- Ensure alignment on strategy, execution, and priorities
- End Goal: Achieve a steady state of predictable revenue with improved forecasting
Accelerate Growth
ONGOING PORTFOLIO COMPANY VALUE ENHANCEMENT (1-3 years)
- Maintain alignment to vision, strategy, process and goals
- Implement agility to competitive threats, market changes and tech changes that could impact predictable revenue
- Diversify customer concentration
- Identify additional accelerated growth opportunities to scale beyond the steady growth state and adjust strategy, process and execution to scale beyond the steady growth state
- Identify additional acquisition opportunities: done by continually evaluating competitive environment, challenges and opportunities based on sales team feedback.
- Ongoing development of team (coaching, mentoring, training)
Pre-Exit Optimization for Maximum Valuation
EXIT PLANNING FOR VALUE MAXIMIZATION
- Pre-exit due diligence to identify gaps that could impact valuation and multiple.
- Close alignment gaps
- Develop future growth vision and message with revenue potential for future investment thesis
- Market positioning for maximized Multiple and Valuation