"Revenue is up, and nobody can tell me whether that is the market, our pricing, or one large customer about to renegotiate."
The two or three questions whose answers would change the decision, such as what to pay for a target or what the board has started asking.
Volume against price, mix, new customers against retained revenue, and where churn is being hidden.
I size the market independently, work out who holds pricing power along the value chain, and test what breaks at two or three times the scale.
A document a board or investment committee can read, with the working shown. On deals, I stay available through IC.
Not included: financial and legal due diligence, valuation and audit.
Fixed price, agreed after a short call. How I work →