top of page
Building valuation starts with a great foundation
Start engagements with a sound growth plan, get everyone on the same page, and then EXECUTE
Before Investing - Due Diligence
During due diligence, PE's are time-pressured to objectively validate key assumptions and insights about a target's markets and customers.
Let Rapid VOC be the difference maker. We quickly conduct up to 10 selected qualitative Voice-of-Customer confidential interviews; validating from the customer's perspective key assumptions on market position; competitive differentiation; and value proposition.
While Invested
Our experienced team leads a GAME Plan process making sure everyone is aligned on the growth priorities to best drive value. The GAME Plan process systematically:
-
Cuts through the "noise" of competing priorities and brings alignment and clarity to the company's growth vision, goals, and priorities.
-
Integrates Voice of Customer (VOC) data and insights to uncover and validate key assumptions within the plan.
-
Works with the team to model how the plan delivers against financial goals.
-
Provides priorities and accountability for the team through an action plan that clearly outlines what needs to be done by whom, and when.
-
Gets the Board and Management Team on the same page; centering conversations on the things that matter; and allowing the Board to best support the team
-
Exit more quickly and at a higher valuation
Our Objective
Getting Everyone On The Right GAME Plan
GAME Plan engages the team, but does not monopolize their time. We get that there is a business to run while we establish a strategic foundation for growth.
As we GAME Plan, the company's team will get aligned; get clear; get focused...and get going!
And, when it is time to divest, our due-diligence offerings can be invaluable for setting the state to sell more quickly and at a greater valuation.
We welcome the opportunity to discuss further how Shepherd Advisors could help accelerate growth in the value of portfolio companies. Let us know, and we will set up a time to talk.
Roll-Rite, Inc.
"This project gave us confidence to take bold moves, which we had talked about but had never acted upon." Brad Templemen - CEO
bottom of page