Preparing the company for sale

Prepare and sell your business to capture full value

At Valoriza we help you to prepare the company in advance, before a possible sale, so that you can eliminate discounts, multiply the pool of interested parties and find yourself on the strong side of the negotiation table.
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How do we organize this roadmap?

Value assessment and gap closure plan

We detect what a discerning buyer will question tomorrow

Vendor Express Due Diligence

We simulate an investor's review to uncover accounting, legal and operational risks before they do.

Benchmark multiples and price gaps

We compare your performance and KPIs with recent transactions to set a realistic valuation target.

Risk materiality matrix

We prioritize the areas that have the greatest impact on price: customer concentration, dependence on a single supplier or key-person risk.

Roadmap of value-for-dollar initiatives

Each gap receives owner, cost and estimated benefit, to capture up to +2 EBITDA shifts in less than 12 months.

Readiness indicators

Dashboard showing week-by-week progress towards a data room ready for real due diligence.

Operational and financial strengthening

Blustering drivers that raise multiples and reduce discounts

Diversification and cross-sell

We rebalance customer and product portfolios so that no segment weighs > 20 % of sales.

Working capital optimization

We standardize credit and purchasing policies, freeing up cash and improving ROIC.

Refinement of the commercial proposal

We adjust pricing, margins and value narrative to make growth look sustainable and scalable.

Order and financial visibility

Audited statements, IFRS policies and monthly reporting ready for banks, funds and buyers.

Synergy plan for the buyer

We model savings and upsides that the acquirer can capture, raising their willingness to pay.

Governance and equity story of investment

We make the company easy to understand, govern and scale.

Board and independent committees

We designed a corporate governance that reduces perceived risk and enables financing at better rates.

Aligned incentive system

Stock options or retention bonuses that minimize leakage of key talent during the transaction.

Compliance and ESG Manual

Avoid regulatory red flags and attract funds with sustainable mandates.

Investment narrative and data room

Teaser, investment deck and orderly documentation

Simulation of Q&A with buyers

We train management to respond with data and confidence, avoiding price renegotiations.

Why Valoriza?

We have a proven impact. Mandates that have captured on average +1.5x EBITDA over the initial offering after 9-12 months of preparation.
Buyer's mentality

We have evaluated 120+ companies for funds and strategic; we know which questions kill a deal and how to prevent them.

Multidisciplinary team

Strategists, auditors, corporate lawyers and incentive experts working as one table.

Agile methodology

We organize 4-week sprints and online dashboards, without interrupting daily tasks or adding internal team time to external assignments.

Management until closing

We stay at the negotiation table and in the post-sale transition to ensure that the agreed value is collected in full.