Planning for Growth

Is Your Company Investment Grade?

Investment Grade: privately owned companies that if they were to sell or seek investment, would not only be sellable, but would garner a premium valuation versus their peers.

Discover Your Investment Grade

Preparing for an Exit

Is Your Company Ready for Sale?

Investment Grade companies are high-quality companies prepared to receive institutional investment. Some owners find after years of work they have overlooked key preparations and are unable to harvest their reward.

Assess Where You Are

Becoming Investment Grade

You Have to Know What It’s Worth to Grow What It’s Worth

Take the first step towards becoming an Investment Grade business today. With over 90 carefully crafted questions, our self-assessment will give you the quick check-up needed to plan a better path forward.

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Investment Grade Assessment

Discover if buyers will find your company attractive and offer a premium valuation. Start with our Assessment to get your baseline today.

Which areas of my business are weakest?

How would an institutional investor view my company?

Can I get enough liquidity from my business?

Does my business have any issues preventing a sale?

How do I determine when to exit my business?

DO YOU KNOW YOUR INVESTMENT GRADE?