Strategic Value & Transaction Assessment (SVTA)

For many privately held business owners, a significant portion of their personal wealth is tied to the company they have spent years—or decades—building.

What is my business really worth to a buyer?

PSG’s Strategic Value & Transaction Assessment (SVTA) provides a market-informed perspective on potential transaction value—along with the factors that could enhance or constrain that value.

And you don’t need to be ready to sell.

The SVTA is designed to help ownership and leadership teams make better strategic decisions today while preparing for the opportunities of tomorrow.

Financial statements tell you how your company has performed. Traditional valuations estimate value using established methodologies.

The SVTA looks at your business through the eyes of the transaction marketplace.

PSG considers how strategic acquirers, private equity firms, family offices and other sophisticated buyers may evaluate your company—including its financial performance, competitive position, growth opportunities, risks and transaction readiness.

The objective is not simply to determine what the business may be worth, but to understand why.

ASSESS — Develop a Market-Based View of Value:
Understand the company’s expected range of transaction values, key drivers of enterprise value, market positioning and potential buyer perspectives.

ALIGN — Connect Value With Ownership Goals:
Evaluate how today’s value aligns with shareholder objectives, timing, liquidity needs and potential alternatives—including selling, continuing to grow, recapitalizing or partnering.

PREPARE — Create an Action Plan to Enhance Value:
Identify opportunities to strengthen the business, address potential transaction risks and improve readiness before entering the market.

Ownership and leadership gain a clearer understanding of:

• Expected range of transaction values
• Key drivers of enterprise value
• Strategic, financial and family-office buyer perspectives
• Market positioning and transaction risks
• Ownership liquidity alternatives
• Opportunities to strengthen value and transaction readiness

1–5 years from a potential transition
Understand value early enough to take action before going to market.

Evaluating Sell vs. Grow vs. Partner
Compare strategic alternatives with a clearer understanding of current market value.

Responding to an Unsolicited Offer
Gain perspective on whether an inbound proposal appropriately reflects the value of the business.

Aligning Shareholder Expectations
Establish an objective foundation for discussions regarding value, timing and ownership objectives.

Planning Well Ahead of an Exit
Understand today what future buyers are likely to value—and what they may discount.

This is more than a traditional business valuation.

The SVTA combines financial analysis with PSG’s real-world transaction experience and market perspective.

It reflects how transactions actually get done—considering buyer behavior, negotiation dynamics and prevailing market conditions.

That perspective helps owners understand not only where they stand today, but what they can do next.

A successful ownership transition rarely begins when a company is put up for sale.

It begins earlier—with an understanding of value, clarity around ownership objectives and time to strengthen the business.

Understand your value. Strengthen your position. Prepare for what’s next.