Sample report. Example figures show the approach, not client results.

VALUE CREATION DIAGNOSTIC

Northstar Business Services

An established B2B services company preparing for its next chapter.

REPORT 01 · SEPTEMBER 2026OWNER GOAL: GROW WITH LESS DAY-TO-DAY DEPENDENCE
Indicative enterprise value$11.25M-$13.75M4.5-5.5× normalized EBITDA
Normalized EBITDA$2.50M20.8% of $12M revenue
Priority opportunities3Subject to validation and execution

THE OWNER BRIEF

A solid foundation.
Room to work smarter.

Northstar has repeat customer relationships and a profitable service model. Growth is constrained by inconsistent sales follow-up, rework in delivery, and manual administration.

The owner’s first priority is to establish reliable operating baselines and delegate day-to-day sales follow-up. That gives the team evidence for deciding which improvements are worth funding.

YOUR FIRST MOVEPut one commercial lead in charge of a weekly pipeline review.

Measure conversion and response time for 30 days before choosing software.

Evidence behind the analysis. Financial statements, customer data, and management explanations are reconciled before drawing conclusions about a business.

Imagine this clarity for your business.

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