Valuation Services for Companies Struggling to Increase Their Valuation

Companies looking to increase or accelerate their valuation enlist our valuation services to gain a significant impact on the 8 key areas below.

Fill out the form to understand how we specifically help companies increase valuations and/or get ready to sell.

Case Study:
Oil and Gas Company Sold in 7 Months

An oil and gas pipeline company was privately held. They had a $40M deal they’d worked for 7 years, but it was stuck. We diagnosed the opportunity and gave them a strategy to change the game. It closed in 7 months. That increased the company’s valuation exponentially, and they sold it shortly afterward. The CEO and his investor were thrilled!

1. Financial Performance

Sales Strategy Optimization

Aligning sales efforts with high-margin products or services to improve profitability.

Revenue Growth Acceleration

Implementing better lead generation, conversion strategies, and account expansion tactics to drive top-line growth.

Customer Acquisition Efficiency

Optimizing sales processes to increase the top line, reduce the cost per acquisition, and improve margins and cash flow stability.

2. Market Position & Competitive Advantage

Value Proposition Enhancement

Refining messaging to strengthen your competitive positioning higher up the executive chain.

Sales Playbooks

Training sales teams on effectively communicating value to increase market share and customer loyalty

Strategic Selling Against Competitors

Helping clients understand what differentiates them from the competition

Learn about we perform our valuation services…

Case Study:
Software Company Increases Upsells 75% in 6 Months

We did a Sales MRI® and identified strategic areas for improvement. We changed their messaging and created an irresistible product bundle. After one day of training, upsells increased to 75% with a premium price in six months.

6 Month upsell
Case Study:
Services Company Grows From 2% to 15% with Valuation Services

A private equity-owned services company was one year past its exit date and growing 2%. To be attractive to a buyer, it needed to reach the industry average of 3%. We did a Sales MRI® and identified how to increase their growth rate to 15%. We told the CEO it would take 18 months, and that is precisely what happened. They sold the company, and the CEO said we could not have done it without your team! 

Valuation Graph

3. Business Model & Scalability

Sales Process Optimization

Implementing sales process best practices and streamlining sales operations to support more effective scaling.

Repeatable & Predictable Sales Models

Developing structured sales models to make growth more predictable.

Expansion Playbooks

More effectively enter new markets, industries, or verticals and land major accounts 10x—20x your average deal size.

4. Customer Relationships

Account Management & Upselling Strategies

Training teams to maximize the lifetime value of a customer via upsells and cross-sells.

Customer Retention

Helping businesses build stronger relationships and improve renewal rates.

Customer-Centric Selling

Enhancing consultative sales skills that improve client satisfaction and retention.

Don’t want valuation services, but want to do it yourself?

Case Study:

Using our customer retention approach during COVID, a cost containment company, repeat business from customers was up 5% when the industry was down 40%.

Valuation Graph
Case Study:
Bathroom Remodeler Sells a Year Later with Valuation Services

A bathroom remodeler was a privately held company. They needed to hire stronger salespeople. We suggested a pilot to hire six people using our tools and process. Our ads attached 10x more candidates who were better qualified. We ran them through our process and hired six very strong reps. The company said it would take years before our reps would be in the top 10% out of 400. Three reps were in the top 10 (not 10%) within 6 months. The CEO adopted our approach to hire more reps and sold the company to private equity a year later.

5. Sales Leadership

Sales Leadership Development

Coaching sales leadership to increase sales, shorten the sales cycle, improve pipeline/forecast, and reduce dependency on rainmakers.

Sales Culture & Performance

Creating a high-performance, no-excuse sales culture with coaching and accountability to improve execution and quota attainment.

Building a Scalable Sales Team

Recruiting, training, and structuring teams for consistent, scalable performance.

6. Exit Strategy & Value Creation Opportunities

Sales-Driven Valuation Uplift

A repeatable advanced sales process designed as an asset contributing to higher valuation.

Revenue Expansion Playbooks for Buyers

An acquisition-ready playbook showing PE firms clear revenue growth paths.

Preparing for Due Diligence

Helping companies develop sales metrics, dashboards, and forecasts that attract investors.

7. Technology & Digital Maturity

Sales Tech Stack Optimization

Optimizing tools like Salesforce, HubSpot, Gong, Outreach, etc. to drive sales efficiency.

Digital Sales Enablement

Teaching sales teams to use digital strategies (social selling, AI-driven prospecting) to improve scalability.

8. Human Capital

Turnover Risk

Pinpointing which salespeople and sales leaders will most likely resist change or leave.

Grit

Recognizing who can thrive with volatility, uncertainty, complexity, and ambiguity.

Mindset & Beliefs

Identifying the mindset and beliefs that support or sabotage their sales efforts and ability to execute.

New Hire Criteria

Defining the best criteria for hiring new salespeople who can hit quota!