Page 7 - Flipbook_Rhett_VCP_NEW-File_Verticle

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