Transaction Advisors
Leveraging A Sell-Side Revenue Operations Benchmark Assessment Helps Companies Realize More Value From Operations
The Revenue Operations Benchmark ("ROB") assessment offers a lens through which transaction advisors can examine the core operational capabilities and processes that drive the robustness and sustainability of a company's revenue generation capabilities—identifying specific operational areas that will increase revenues and value. The ROB works in parallel and complements financially oriented assessments like Quality of Earnings.
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Tell A More Compelling Growth Story
The Revenue Operations Benchmark ("ROB") tells a more complete growth story to potential acquirers - specifically that companies have the culture, teamwork, processes and commercial assets to execute their growth strategy. Using The ROB is a proactive approach that signals company's have both their financial and operational house in order. The ROB shows that a company is operationally organized, and prepared, with no major gaps in people, process, alignment, culture and commitment. Meaning fewer 'hidden surprises' for buyers and an increased probability deals will close.
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Uncover Inefficiencies Before Going To Market
By doing a sell-side ROB, business owners can become aware of any critical operational problems, giving them the option to either resolve them before going to market and/or communicate the problem - and solution - to the buyer early on in the process before either party expends substantial time and energy. The ROB helps deals come together and close more quickly.
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Maximize Company Value
In the months leading up to a potential sale, conducting The ROB assessment alongside a Quality of Earnings offers an assessment and roadmap for enhancing revenue quality and operational alignment. This operational preparation not only strengthens the company's growth narrative but also positions it for maximum valuation upon exit.
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Win More Mandates
A lot of companies are not operationally (or financially) ready to go through with a transaction. By recommending The ROB to their clients, Transaction Advisors signal to CEOs, Boards and management teams how they can improve GTM plans, optimize sales processes, enhance customer engagement, improve execution and improve other core capabilities — all of which help build relationships and contribute to preparing a company for a sale.
Performing The ROB in Sell-Side Preparation Provides a Complete Picture
“By embedding insights from the rev ops benchmark into current services we have really differentiated ourselves from the competition. Plus we're helping our clients optimize their operating platforms and showing them the linkage between operations and financial performance.”
- Partner, Mid Market Accounting Firm
Do Better Deals & Realize More Value
The ROB covers growth levers across strategy, culture, business process, human capital, product management, technology, and cross-functional alignment. Benchmarks vs. peer best in class allow companies 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.