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Strategic Value Analysis Process ~5-6 Weeks
Value Analysis
Request Received Briefing & Data Gathering Analysis Workshop Investigation &
from Client Kick-Off & Cleansing Valuation (Optional)
• Identify Peer Set (~6 • Hold briefing & kick-off • Gather Financial • Conduct Financial • Facilitate Client • OPTIONAL
peers) session Data Analysis Workshop • Opportunity
• Confirm Financial Data • Validate Peer Set • Cleanse Data • Develop Insights • Leverage internal investigation and high
Availability • Gather client input on • Optional Client • Develop Material knowledge and level project scoping
• Prepare Feedback on known challenges and Interviews • Prepare Workshop expertise to identify • High level valuation of
Recommended Timing topics of interest initiatives & innovation initiatives
& Peer Set • Understand competitor ideas • Facilitate follow up
profile requests • Create summary workshop
material on workshop
• Agree client involvement outcomes and identified • Develop and execute
and engagement opportunities programmes of
• Confirm timelines, work to implement
workshop date, attendees identified initiatives
and logistics
Illustrative Analysis Outputs
Financial Metrics Comparison ROIC Decomposition Operating Expense Analysis Segment Analysis Revenue Analysis & Comparisons Peer Revenue Composition Analysis
Analyst Commentary & Consensus Enterprise Value / Invested Capital Current Value – Future Value
Employee Profitability Analysis Estimates Returns to Shareholders Analysis Sources of Value Creation Analysis Analysis Decomposition
