Optimize Valuation. Increase Exit Velocity.

ActionPoint Advisors, LLC

Optimize valuation through operational efficiency.

Helping founders and first-time CEOs accelerate growth for valuation and exit.

Actionpoint Advisors provides clients a methodology to optimize valuation. Our data-driven approach is based on over 30 years of experience in accelerating top-line revenue. As a trusted partner, we work with companies to implement a framework to enhance the speed and value of an exit. The Actionpoint playbook is straight-forward and can be easily implemented, measured and benchmarked.

 

Contact

➤ LOCATION

402 Red Fox Trail
Marshall, NC 28753

CONTACT

lmiller@actionpointadvisors.com
(513) 205-1175

 

Areas of Practice


Identify funding

Growing organizations cannot always fund growth with operational cash flow or current investors.  It is critical to have proper funding sources in place to optimize growth. Knowing what to look for and the questions to ask is critical during this process.


Management presentation preparation

During an exit process, you generally have two opportunities to present your company in the most positive light.  Building and presenting decks that contain the right information and appropriate level of detail will leave a significant impression with prospective buyers.


Selecting Investment Banker

As organizations consider a liquidity event, it is important to develop relationships with Investment Bankers quarters in advance of the event.  This is the only way to fully consider their expertise, market awareness, value and ability to execute.


Due Diligence Preparation

Due diligence may be the most intense and time consuming part of the exit process.  If you properly prepare well in advance of a process, due diligence will be more streamlined and leave prospective buyers with confidence that proper governance and oversight are part of the operational cadence.


Expressing Market Value

To maximize company value, it is important to reflect market opportunity, customer value and your ability to execute.  Putting this into proper context for prospective investors and strategic buyers will have a huge impact to value recognized


Substantiate financial Model

Having a financial model to project your business forecast is important.  Having the historical data a financial model delivers is critical.  It leads to operational and capital efficiency through better business decisions which is highly regarded by prospective buyers.

 
 

 
 

Let's Chat.

Use the form below to contact us regarding your interest. Include your company name along with any specific requests. To help us best respond to your inquiry, we recommend that you first describe your business objectives what you want to achieve. You may also email or call us.