Business value goes beyond just financial metrics, focusing on the underlying story that influences a company’s worth. By understanding these factors, businesses can be strategically positioned for potential acquirers. Ultimately, long-term growth and value depend on careful optimization. Unlock your firm’s potential, whether planning for an internal transition or an external sale.
To The Point: A MarshBerry Video Series
Understanding Business Value: Unpacking the Numbers
December 5, 2024
Video Transcription
Hey, James Graham, a director out of MarshBerry’s California office who specializes in mergers and acquisitions here.
Talking today about business valuation often determined by using a simple formula, but that formula doesn’t tell the whole story. We like to explore at MarshBerry, the story behind the numbers and understand a business’s value in a deeper way. In the context of the sale, this enables us to position a firm more effectively in the eyes of a potential acquirer. As a firm, we don’t just focus on optimizing variables at the time of sale, but also help optimize these variables over the long-term period of time. Doing so can drive long-term growth, stability, and ultimately value generating downstream momentum across the business. From increasing recruiting and hiring power to creating optionality for the future of your business, growing business value can have a much broader impact than merely increasing your shareholder distributions.
If you want to learn more today about how to unlock and harness the power and the value of your business, contact MarshBerry.
MarshBerry is a global leader in investment banking and consulting services, specializing in the insurance brokerage and wealth management sectors. If your firm seeks expert advisory guidance to refine your business strategies, drive sustainable growth, or facilitate a sale, MarshBerry is the ideal partner to support you in making these critical business decisions. Collaborating with a trusted advisor who deeply understands your business and the industry can help you maximize value at every stage of ownership.
