Strategic Market Valuation for Business Exit Planning
Know today’s value. Decide what is worth improving before you sell.
Waiting to sell is a business decision with costs and opportunities. Lion’s Strategic Market Valuation connects a detailed current valuation with market research, potential buyer fit and a quantified value-gap roadmap. Use it to compare a sale today with the work, time and assumptions behind a future exit.
Texas-based Lion Business Advisors. Serving business owners nationwide.
- Everything in Advanced Broker Analysis
- Named potential-buyer map
- Quantified value-gap roadmap
What is a Strategic Market Valuation?
Strategic Market Valuation, or SMV, combines Lion’s detailed preliminary valuation with forward-looking exit analysis. It considers industry and M&A activity, the company’s competitive position, potential acquirers and specific actions that could affect value. The result is a current valuation and an actionable roadmap with estimated effects, assumptions and dependencies.
Direct your preparation toward changes that matter
Compare selling now with preparing longer
Consider the estimated value today alongside the effort and dependencies behind possible improvements before choosing an exit timeline.
Understand potential buyer fit
See which named acquirers may have a strategic reason to consider the business and how your positioning relates to those buyer profiles.
Prioritize value gaps
Connect specific actions with estimated effects on value so preparation is guided by the transaction decision, rather than a generic improvement list.
Who should order a Strategic Market Valuation
- Owners deciding whether to sell now or prepare for a future exit.
- Founders who want a named potential-buyer map and a clearer view of competitive positioning.
- Owners ready to evaluate the estimated value of specific improvements before committing time and capital.
What your SMV includes
Everything in Advanced Broker Analysis
Method selection, normalized earnings with explicit judgments, multiple factors, base case and scenarios, sensitivity tables, expected deal structure and a two-page summary.
Industry and M&A activity analysis
Research on industry conditions and relevant acquisition activity to put the company’s sale prospects and valuation assumptions into context.
Competitive positioning
An assessment of the company’s strengths, constraints and differentiation in relation to its market and potential buyer expectations.
A named potential-buyer map
Identified potential acquirers and the reasons they may fit the business. The map is research into possible fit and does not include buyer outreach or establish buyer interest.
A quantified value-gap roadmap
Specific actions linked to estimated effects on value, with the assumptions, dependencies and limitations behind those estimates. Overlapping effects should not be treated as automatically additive.
A report, roadmap and follow-up discussions
A detailed report, typically about 40 pages plus the roadmap, an executive summary, a review call and two follow-up discussions. A senior advisor prepares the valuation and joins the review with your Lion advisor.
Evaluate the value of making the business less dependent on you
An owner may consider hiring management before selling. That expense can reduce near-term earnings while improving continuity and transferability. SMV evaluates the relevant assumptions and estimated value implications so the decision accounts for both operating cost and potential buyer perception. Improvement does not automatically mean a higher multiple.Choose SMV when you want strategic market research and a quantified preparation roadmap alongside the valuation. If your immediate need is detailed current value and expected deal structure, ABA may be sufficient.
Compare Advanced Broker AnalysisHow to order and what happens next
- Start your SMV orderShare your exit objectives, current expectations and the preparation decisions you are considering.
- Confirm scope and provide informationSign the engagement, pay the fee and supply the financial, operating and planning information required.
- Build the valuation and roadmapA senior advisor completes the valuation and integrates market positioning, buyer research and estimated value-gap actions.
- Review priorities and follow upDiscuss the findings with the senior advisor and your Lion advisor, then use the two follow-up discussions to clarify the roadmap.
The twenty-business-day delivery target begins after the engagement is signed, payment clears and Lion accepts the complete required records. Missing information or scope changes may extend timing.
What to have ready
- Three years of tax returns and financial statements, current results and documented earnings adjustments.
- Customer and revenue mix, contracts, management responsibilities and owner involvement.
- Competitive positioning, service or product differentiation and relevant industry information.
- Forecasts, growth initiatives, capital requirements and the actions being considered before an exit.
Strategic Market Valuation questions and answers
How much does Strategic Market Valuation cost?
The SMV fee is $9,500 for the agreed valuation and strategic analysis. It includes the report, summary, value-gap roadmap, review call and two follow-up discussions. The written engagement confirms scope and scheduling.
What does SMV add to Advanced Broker Analysis?
SMV includes ABA’s detailed valuation and adds industry and M&A activity research, competitive positioning, a named potential-buyer map and a quantified value-gap roadmap. It is designed for owners evaluating preparation decisions as well as current value.
What is a quantified value-gap roadmap?
It links specific preparation actions to their estimated effect on value, with assumptions and dependencies explained. It helps you evaluate priorities. The estimates are conditional, overlapping effects may interact, and completing an action does not guarantee a higher valuation or sale price.
Will Lion contact the buyers named in the report?
Buyer outreach is not included in SMV. The map identifies potential strategic fit; it does not mean those parties have expressed interest, reviewed the company or made offers. Marketing and outreach require a separate engagement and authorization.
Can SMV help me decide whether to sell now or later?
Yes. It combines a current valuation with an assessment of potential preparation actions. You can compare the estimated effects and dependencies with the effort and time involved. You remain responsible for the business decision, and future market conditions can change the result.
Does SMV include a quality of earnings report or certified valuation?
Neither is automatically included. SMV is designed for sale and exit planning. A standalone QoE, a certified valuation or a report for a particular lender, legal or tax purpose is a separate scope that should be confirmed before ordering.
How long does SMV take, and what support follows delivery?
The delivery target is twenty business days after the signed engagement, cleared payment and acceptance of complete records. The service includes a review call and two follow-up discussions. Scheduling and any additional advisory work are confirmed in the engagement.
What are the payment and listing requirements?
Payment is due in full before work begins and is non-refundable under the accepted engagement, except as required by law. SMV does not commit you to list your business. Ongoing implementation, future valuation updates and a sale process require separate agreements.
Connect your valuation to a deliberate exit plan
Order your Strategic Market Valuation to understand current value, potential buyer fit and the preparation actions worth evaluating before your next chapter.
