Transaction Advisors

Learn how the Quality of Revenue model helps transaction advisors, investment banks, and M&A professionals create more value for their sell-side clients.

A Sell-Side Quality of Revenue Helps Companies Realize More Value

Help sell-side clients tell a more complete growth story to potential acquirers and maximize the value of their asset. This allows owners to become aware of any critical problems, giving you the option to either resolve them before going to market and/or communicate the problem to the buyer early on in the process

Maximize Sale Value
Strengthen asset value by enhancing revenue quality and operational alignment.
Proactive Preparation
Show that you are well-informed, organized, and prepared for a transaction.
Identify Potential Issues
Signal that you already have the financial and operational house in order.
Tell a Compelling Story
Optimize operational growth process to tell a more complete story to buyers.

The Quality of Revenue Assessment Model

The Quality of Revenue (QoR) framework is a proprietary model that provides visibility into the causal chain of events that leads to revenue growth, future cash flow, and ultimately long-term equity value. It enables a holistic examination of revenue streams, customer engagement strategies, and market positioning, and offers actionable insights that are designed for execution.
A QoR assessment incorporates all of the key elements and “intangibles” of the modern commercial model.

  • The robustness of the core functional capabilities in marketing, product, and revenue cycle management.
  • The alignment of the commercial teams, systems, processes and operations that support the full revenue cycle across people, product, process, and technology
  • The strength of growth leadership and the growth strategy, planning process, and culture they have instilled
  • The maturity of core operational capabilities in pricing, analytics, performance measurement, and customer experience management.
Maximize Sale Value
In the months leading up to a potential sale, conducting a QoR assessment alongside a Quality of Earnings analysis offers an assessment and roadmap for enhancing revenue quality and operational alignment. This preparation not only strengthens the company's growth narrative but also positions it for maximum valuation upon exit.

Proactive Preparation

A lot of companies are not ready to go through with a transaction. By recommending a QoR, CEOs and management teams can optimize sales processes, enhance customer engagement, and innovate product offerings—all of which contribute to preparing their asset for a sale.

Identify Potential Issues

By doing a sell-side QoR, business owners can become aware of any critical problems, giving them the option to either resolve them before going to market and/or communicate the problem to the buyer early on in the process before either party expends substantial time and energy. This helps deals come together and close more quickly. 

Tell a Compelling Story

A QoR tells a more complete growth story to potential acquirers and maximizes the value of the asset. This proactive approach signals that you already have the financial and operational house in order. It shows that you are well informed, organized, and prepared, meaning there will be less back-and-forth with the buyer. As a seller, saving time means increasing the chances a deal will close.

Our company had three consecutive quarters of underperformance. After doing a Quality of Revenue assessment, we identified weak spots, realigned our team, and streamlined decision-making. We're now more confident in our growth capabilities than ever before.

CEO Middle Market Technology Company

Operational Insights, Predictable Growth Outcomes.

 

The QoR covers growth levers across strategy, culture, business process, human capital, product management, technology, and cross-functional alignment. Benchmarks vs. peer best in class allow our clients to know where they have gaps that represent latent revenue potential. 

 

Make Ops Improvements that Drive Revenue Growth

Assess operational enhancements in value creation and deals to boost growth, efficiency, and reduce risk.

Quantify Critical Intangible Assets

Evaluate key intangible assets—culture, innovation, teamwork—often missed in financial analyses, which are quantified so they can be managed.

Improve Execution

Pinpoint causes of revenue underperformance, quantify gaps, and create actionable plans with clear KPIs for phased implementation.

Get a Holistic View of Revenue Potential

Evaluate key intangible assets—culture, innovation, teamwork—often missed in financial analyses, which are quantified so they can be managed.

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