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Benchmarking study helps owners decide whether to sell or stay

Client Description

A benchmarking study and valuation help a company’s owners decide whether to sell or grow.


Two owners. One wants to grow. One is thinking about selling out and moving on. Should one or both owners sell now, or wait to see what the next expansion brings?


BerryDunn’s experts worked with our client to:

  • Analyze the company’s historic performance and benchmark it against the industry to see how the company stacked up
  • Review the results of the analysis in the context of upcoming decisions
  • Interview key managers and vet the development plan/forecast for the next few years
  • Identify key value drivers for the business


The company moved forward with expanded opportunities, enjoying a better connection between their personal plans, the business plan, and the value drivers of their company.

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