Improving Valuation Drivers and EBITDA Presentation
Your business may be worth more — if you know how to show it.
We help companies identify, enhance, and clearly present the valuation drivers that matter most to buyers and investors. From normalizing EBITDA to spotlighting scalable growth, we ensure your financials tell the right story — and support a stronger valuation.
Our services include:
- Normalized EBITDA analysis and adjustments
- Identification of add-backs and non-recurring items
- Highlighting growth drivers and operational leverage
- Strategic KPI development and performance framing
- Investor-ready reporting packages and presentations
Whether you’re preparing for a sale, recapitalization, or strategic investment, we help you surface the value that’s already there — and present it with clarity and confidence.
The right numbers, framed the right way, can make all the difference at the table.
Case Study
Industry / Context: Multiple lower-middle-market companies preparing for growth or exit
Challenge
Several companies faced a common issue: their reported EBITDA didn’t reflect their true value. Buyers and investors were skeptical of margins, add-backs weren’t well documented, and financial reporting lacked clarity on key value drivers such as customer retention, pricing, and cost structure. Without these elements aligned, companies risked leaving money on the table at exit or during recapitalization.
What We Did
Across engagements, we helped companies rethink, reframe, and reinforce their value drivers. Our work included:
- Identifying hidden margin improvement opportunities by analyzing pricing, cost structure, and product/service mix
- Documenting and presenting add-backs clearly to support normalized EBITDA
- Building investor-ready reporting that highlighted retention, margin, working-capital efficiency, and growth levers
- Creating scenario models that showed “what the business can do” rather than just “what the business has done”
- Coaching leadership to articulate value drivers in presentations, board decks, and negotiations
Result
Companies emerged with clearer, stronger valuation stories. Their EBITDA metrics were more defendable, their growth levers more visible, and their financial presentations aligned with sophisticated buyer expectations. The result: higher valuation multiples, fewer adjustments in diligence, and smoother transaction processes.