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THE FRAMEWORK

Six Levels of Support
Choose What Fits Your Stage

Our services are designed to guide you through a logical progression: from initial awareness and education, to personalized diagnosis, to professional valuation, and ultimately to full transaction support if you choose. You’re in control of the pace. Many owners work with us for years before deciding whether to sell.

1

Assessment

Where do
I Stand?

2

Diagnosis

What's Holding
Back Value?

3

Consultation

What Should I
Do First?

4

Value Insight

What's It
Likely Worth?

5

Market Valuation

What Can I Prove
to Buyers?

6

M&A Advisory

How Do I
Maximize Outcome?

1

FREE RESOURCES

Start with Clarity

Before making any decisions about your business’s future, you need to understand where you stand today. Our free assessment tools provide a clear baseline and help you identify what buyers will focus on when evaluating your business.

What’s Included:
  • Sale Readiness Assessment (SRA) – A 5-minute diagnostic that evaluates operational preparedness, owner dependency, and transferability
  • Value Range Assessment (VRA) – Get an instant directional value estimate based on your business fundamentals
  • Value Gap Guides – Industry-specific education on the 7 critical value drivers for manufacturing, distribution, and service businesses
Who It’s For:

  • Owners who are early in their exploration (3-5+ years from potential exit)

  • Leaders considering whether to start formal preparation

  • Business owners who want to understand baseline value and readiness

Take Your Free Assessments

2

CUSTOM DIAGNOSTIC

Your Specific Gaps

Generic assessments tell you about industry averages. The Custom Value Gap Assessment tells you about YOUR business. This advisor-led diagnostic examines your specific operations, financials, and structure to identify exactly where value is being left on the table – and what to do about it.

What’s Included:

  • Comprehensive diagnostic questionnaire tailored to your business type (manufacturing, distribution, or service)

  • Industry-specific value gap analysis across 7 critical dimensions

  • Prioritized recommendations showing which gaps have the highest impact

  • Advisor review and written summary with next-step guidance

  • 2-3 week turnaround with personalized insights

Who It’s For:

  • Owners who are serious about preparation and want business-specific insights

  • Leaders ready to move beyond general education to targeted action

  • Business owners who want to understand what to fix first

Investment

Currently offered at no charge as we build a range of case studies. Will transition to paid service in 2027.

Request Your CVGA

3

FREE CONSULTATION

Strategic Guidance

Once you have clarity on your gaps and opportunities, a conversation with an experienced advisor helps you prioritize next steps. The Strategic Value Consultation is a complimentary 45-minute session where we review your situation, discuss your goals, and map out a realistic path forward, whether you’ve completed assessments, received analysis, or are just beginning to explore.

What’s Included:

  • 45-minute one-on-one consultation with Phil

  • Review of your business situation, goals, and timeline

  • Discussion of value drivers and specific gaps identified in your assessments

  • Recommended next steps with prioritized focus areas

  • No obligation – this is about clarity, not a sales pitch
Who It’s For:

  • Owners who have completed initial assessments and want expert input

  • Business leaders ready to discuss their specific situation and options

  • Owners considering whether to engage advisory support

Schedule Your Consultation

4

VALUE INSIGHT
(CURRENTLY FREE)

Valley Spire Value Insight™

A high-level, market-informed value range and value-driver analysis designed to help business owners understand how the market is likely to view their business today and where opportunities exist to increase value. This pre-market, probabilistic analysis establishes a likely value range, identifies key value drivers and risks, and sets realistic expectations before deeper valuation work. Includes a complimentary consultation to review findings.

What’s Included:
  • Market-informed value range analysis based on comparable transactions
  • Identification of key value drivers specific to your business
  • Risk assessment and upside opportunity analysis
  • Value sensitivity modeling showing impact of potential improvements
  • Complimentary consultation to review findings and discuss strategic implications
  • Strategic guidance document on preparing for formal valuation or sale
  • Clear expectations for market positioning
Who It’s For:

  • Owners exploring potential value before committing to formal valuation

  • Business leaders who want to understand market perception and opportunities

  • Owners planning 1-2 years ahead who need directional clarity

Investment
Currently offered at no charge as we build case studies. Will transition to paid service in 2025.
Note
When VVI becomes a paid service, fees can be credited toward Valley Spire Market Valuation™ if you proceed within 6 months.
Request Value Insight

5

MARKET VALUATION

Valley Spire Market Valuation™

A comprehensive, market-based valuation intended to establish a defensible indication of value that can be used for go-to-market planning, buyer discussions, and transaction preparation. This market-based, defensible analysis is supported by comparables, benchmarks, and financial normalization, providing the credible foundation needed for pricing decisions and serious buyer conversations.

What’s Included:

  • Comprehensive business valuation using field-proven methodologies refined through hundreds of middle-market transactions

  • Market comparable analysis and buyer pool identification

  • Normalized EBITDA review with add-back documentation supportRisk assessment and value driver analysis

  • Value optimization roadmap showing improvement opportunities

  • Credible, defensible analysis suitable for estate planning, partnership discussions, or pre-sale positioning

  • Available in standard and industry-specific versions

Who It’s For:
  • Owners within 6-18 months of potential go-to-market
  • Business leaders who need professional valuation for serious planning
  • Owners ready for comprehensive, defensible analysis
  • Sellers preparing for buyer discussions and negotiations
Investment

$5,000 - $16,000 depending on business size and complexity.

Methodology

Uses market-based valuation approaches proven across hundreds of M&A transactions in manufacturing, distribution, and service businesses.

Note

Market Valuation fees can be credited toward full M&A advisory engagement if you choose to proceed.

Schedule Valuation Discovery Call

6

FULL ENGAGEMENT

Complete Transaction Support

When you’re ready to go to market, you need experienced representation. Full M&A advisory means comprehensive sell-side support from positioning through closing, ensuring you achieve the best possible outcome while protecting your interests at every stage.

What’s Included:
  • Full sell-side M&A representation
  • Buyer identification, qualification, and outreach
  • Marketing materials and positioning strategy
  • Negotiation support and deal structuring
  • Due diligence management and coordination
  • Transaction management through closing
  • Post-closing transition support
Who It’s For:

  • Owners ready to go to market within 6-12 months

  • Business leaders who need professional representation

  • Owners who want to maximize outcome and minimize risk

Compensation
Success fee based on transaction value. Details discussed in consultation.
Note
Clients who have completed Valley Spire Market Valuation™ receive credit toward advisory fees.
Discuss M&A Representation

Ready to Take the Next Step?

Most owners start with our free assessments to understand where they stand. From there, the path becomes clear. Whether you’re years away from a transition or ready to begin formal preparation, Valley Spire provides the structure, clarity, and support you need.

Start Your Assessment
Schedule a Consultation

John Patrick
Data Analyst

JP works closely with the Marketing and Deal Origination teams to backfill and organize our growing CRM database. His attention to detail helps ensure data accuracy across our organization.

Randall Gratuito
Data Analyst

Randall works closely with the Marketing and Deal Origination teams to populate, filter, and securely manage our growing CRM database. He is extremely diligent and helps ensure data accuracy across our organization.

Mike Murphy
Deal Administrator

Mike works closely with Scott and Leon to ensure clients are well supported. His attention to detail and excellent interpersonal skills are assets in completing due diligence and getting deals to the finish line.

Eve Northmore
Business Transition Psychologist

Eve works with owners and stakeholders to clarify transitional goals. She specializes in team culture analysis and personality profiling workshops to improve staff retention, happiness, and productivity for our clients.

Danielle M. Corriveau
Client Marketing Manager

Danielle manages marketing programs for clients through a variety of channels with a focus on lead generation and building the sales pipeline. She acts as an advocate and liaison between clients and the rest of the organization, increasing loyalty and retention.

Matthew Fluet
Lead Analyst

Matt is responsible for generating accurate and detailed MVA™ reports for our clients. Additionally, he leads all data operations for OpnRoad with a focus on CRM system development and administration.

Leon Arcus
Project Manager

Leon works with our M&A advisors and clients to ensure each deal advances according to schedule. Having practiced corporate law in New Zealand, his attention to detail and project management skills are of great value.

Phil Miller
M&A Advisor and Team Lead

Phil Miller is the lead M&A advisor and team lead at Valley Spire. Known for his clear, practical approach, Phil brings deep expertise in valuation, deal structuring, and buyer outreach to every engagement.