Marketability Assessment Information Collection
Codiligent’s Marketability Assessment is for business owners who would like to have a better high-level understanding of what issues are impacting their business’ marketability and value, but aren’t ready to take the time or incur the expense required for a more comprehensive analysis and valuation.
What to Expect
This assessment is based on a high level basic review of only a few years of limited financial data, a verbal interview, and a simple estimate of value using either a rule-of-thumb or a market comparable approach. While this assessment is not a good substitute for a full analysis of a company, it does provide significant and relevant feedback on a variety of issues that may impact marketability and value.
The verbal interview will be highly focused. In order to cover all of the information answers will need to be concise. For example, if Codiligent requests the functional role of a key staff member, we are truly looking for a specific answer such as "he is the controller", and we don't want a business owner to elaborate on that staff member's work history, why they hired him, and what makes him a great employee. If we need to elaborate we will pose questions seeking more information.
Within a few days of completing the interview you will be provided with a 15-45 page report on our findings.
Required Documentation
Most of the Marketability Assessment is based on a verbal interview, but there is also a review of limited financial data. Our strong preference is to receive this information at least three days in advance of your interview appointment. This will make the interview more productive and allow us to ask appropriate follow-up questions. This documentation will be held in strict confidence. However, in the event you are not comfortable providing this in advance of the meeting you can provide it at the time of the interview.
You are welcome to email the necessary documents to us at M@codiligent.com, or upload them directly into the following form.
What to Expect
This assessment is based on a high level basic review of only a few years of limited financial data, a verbal interview, and a simple estimate of value using either a rule-of-thumb or a market comparable approach. While this assessment is not a good substitute for a full analysis of a company, it does provide significant and relevant feedback on a variety of issues that may impact marketability and value.
The verbal interview will be highly focused. In order to cover all of the information answers will need to be concise. For example, if Codiligent requests the functional role of a key staff member, we are truly looking for a specific answer such as "he is the controller", and we don't want a business owner to elaborate on that staff member's work history, why they hired him, and what makes him a great employee. If we need to elaborate we will pose questions seeking more information.
Within a few days of completing the interview you will be provided with a 15-45 page report on our findings.
Required Documentation
Most of the Marketability Assessment is based on a verbal interview, but there is also a review of limited financial data. Our strong preference is to receive this information at least three days in advance of your interview appointment. This will make the interview more productive and allow us to ask appropriate follow-up questions. This documentation will be held in strict confidence. However, in the event you are not comfortable providing this in advance of the meeting you can provide it at the time of the interview.
You are welcome to email the necessary documents to us at M@codiligent.com, or upload them directly into the following form.
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Payment
The Marketability Assessment is offered for free to businesses that have at least two full years of operating history and a minimum of $1 million in annual revenue. For businesses that have at least two full years of operating history but have less than $1 million in annual revenue, Codiligent will provide this assessment at a price of $750. |
Marketability Assessment
$750
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