bizval

Increase your confidence as a founder.   Join bizval and Forecastr for this interactive and educational webinar.   You've done your fundraising preparation, have all the necessary resources at hand, and have built your investor pipeline. Now, it's time to schedule those meetings. In this webinar the team will cover everything from structuring your meetings to tactical action items in those meetings. You don’t want to miss this if you're fundraising! What To Expect: ✔ How to generate excitement from investors in your startup ✔ How to negotiate the terms of your funding agreement ✔ How to change the dynamic of your conversations with investors ✔ How you should prioritize the outcomes of your round ✔ Interactive Q&A with real-time audience questions #webinar #forecastr #bizval #fundraising #educational #startups #investors #valuations #tacticalaction

In our latest newsletter, we’ve outlined a simple 5-step formula to help you conduct a holistic year-end review that can lay the groundwork for your future success. Here’s a preview of the 5 steps: ✅ Reflect and celebrate – Acknowledge achievements and uncover key insights to fuel future momentum. Celebrating success builds trust and motivates your team. ✅ Value your business – Conduct a business valuation to understand where you stand, identify areas for improvement, and craft strategies for growth or potential exit. ✅ Analyze your market position – Use strategic tools like SWOT and the Start, Stop, Continue framework to assess your competitive landscape and fine-tune your positioning. ✅ Consult with Trusted Advisors – Seek external insights from business coaches, CFOs, and mentors to challenge assumptions and gain fresh perspectives. ✅ Strategic goal setting – Set SMART goals with a focus on long-term value creation, ensuring your plans align with your ultimate business goals. Don’t wait—start now and finish the year strong! Want to dive deeper into each step? Check out our full newsletter - link in comments. #Businessstrategy #Yearendreview #Growth2025 #Leadership #Businessplanning #Success #valuations #bizval

SMEs need vision, not just numbers. That’s why we’re excited to welcome Mettryx, led by Phil W. and Geoff Fletcher, into our growing bizval Partner family. Phil and Geoff bring decades of experience, but more importantly, they bring a deep commitment to helping SME owners succeed. As xCFOs, they don’t just analyse the past—they chart a course for the future, turning ambitions into actions, safeguarding growth, and delivering lasting success. Accountants measure the past; xCFOs shape the future. By combining their expertise with bizval’s cutting-edge tools, Phil and Geoff now help SME owners: ✔️ Understand their value ✔️ Identify growth opportunities ✔️ Ring-fence risks For SME owners, this partnership means clarity, confidence, and the ability to make bold, informed decisions. It’s about turning uncertainty into opportunity and potential into success. At bizval, we share Mettryx’s belief that SMEs deserve more than just financial oversight—they deserve the strategies and solutions to achieve their boldest ambitions. Let's give Geoff and Phil our traditional warm bizval welcome! bizval Global bizval provides precise, reliable valuations and tools that makes professionals serving the SMB arena look like a rock star to their clients—driving trust, growth, and successful outcomes.

It’s time to reflect and plan for 2025! In this edition of the bizval #newsletter, we share a simple 5-step formula for a holistic end-of-year review that sets you up for success. From the whole team at bizval, - Howard Blake, Graham Stephen, Douglas Pudney, Steven Kay, Bridget Reynolds and Chrishenda Brukman; have a wonderful holiday break and we look forward to continuing supporting your company’s growth and eventual exit in 2025 and beyond! #bizvalnewsletter #Endofyearreview #Planningfor2025 #Businessowners #businessvaluations

𝐀𝐥𝐭𝐞𝐫𝐧𝐚𝐭𝐞 𝐋𝐞𝐧𝐝𝐞𝐫𝐬: 𝐎𝐮𝐭𝐝𝐚𝐭𝐞𝐝 𝐓𝐨𝐨𝐥𝐬 𝐀𝐫𝐞 𝐒𝐚𝐛𝐨𝐭𝐚𝐠𝐢𝐧𝐠 𝐘𝐨𝐮𝐫 𝐒𝐮𝐜𝐜𝐞𝐬𝐬 An SME owner rushes into your office, brimming with ambition. Their plan sounds flawless, and the opportunity is huge. But beneath their confidence lies uncertainty—growth projections that rely on fragile assumptions and risks that static tools can’t uncover. 𝐇𝐞𝐬𝐢𝐭𝐚𝐭𝐢𝐨𝐧 𝐜𝐫𝐞𝐞𝐩𝐬 𝐢𝐧. 𝐓𝐡𝐞 𝐝𝐞𝐚𝐥 𝐬𝐥𝐢𝐩𝐬 𝐚𝐰𝐚𝐲. 𝐓𝐡𝐞 𝐡𝐚𝐫𝐝 𝐭𝐫𝐮𝐭𝐡: Traditional risk assessment methods often fail to capture the dynamic nature of SMEs, leading to missed opportunities and increased risk. 𝐓𝐡𝐞 𝐯𝐢𝐥𝐥𝐚𝐢𝐧? Outdated valuation systems that choke decision-making and gamble with your reputation. 𝐓𝐡𝐞 𝐡𝐞𝐫𝐨?  You, backed by smarter tools that turn risks into opportunities. At bizval, we empower alternate lenders to lead confidently with: 💠 𝐈𝐧𝐯𝐞𝐬𝐭𝐨𝐫 𝐀𝐭𝐭𝐫𝐚𝐜𝐭𝐢𝐯𝐞𝐧𝐞𝐬𝐬 𝐒𝐮𝐫𝐯𝐞𝐲𝐬: Uncover SME growth potential and hidden risks with insights crafted to investment-bank standards. 💠 𝐆𝐥𝐨𝐛𝐚𝐥 𝐕𝐚𝐥𝐮𝐚𝐭𝐢𝐨𝐧 𝐃𝐚𝐭𝐚𝐬𝐞𝐭𝐬: Compare deals to real-world market insights and benchmark with precision. 💠 𝐒𝐜𝐞𝐧𝐚𝐫𝐢𝐨-𝐁𝐚𝐬𝐞𝐝 𝐓𝐨𝐨𝐥𝐬: Model “what if” scenarios dynamically, seeing the impact of decisions before they’re made. 𝐓𝐡𝐞 𝐫𝐞𝐬𝐮𝐥𝐭? 𝐋𝐨𝐰𝐞𝐫 𝐫𝐢𝐬𝐤. 𝐅𝐚𝐬𝐭𝐞𝐫 𝐝𝐞𝐜𝐢𝐬𝐢𝐨𝐧𝐬. 𝐌𝐨𝐫𝐞 𝐝𝐞𝐚𝐥𝐬 𝐜𝐥𝐨𝐬𝐞𝐝 𝐰𝐢𝐭𝐡 𝐜𝐨𝐧𝐟𝐢𝐝𝐞𝐧𝐜𝐞. Here’s a real example: A lender evaluated an SME’s expansion into international markets. Using bizval’s tools, they uncovered a 12% value boost by adjusting the timeline, making the deal fundable—and irresistible. The deal closed in days, while competitors were still hesitating. 𝐇𝐨𝐰 𝐦𝐚𝐧𝐲 𝐝𝐞𝐚𝐥𝐬 𝐜𝐨𝐮𝐥𝐝 𝐲𝐨𝐮 𝐬𝐚𝐯𝐞 𝐰𝐢𝐭𝐡 𝐭𝐡𝐚𝐭 𝐥𝐞𝐯𝐞𝐥 𝐨𝐟 𝐜𝐥𝐚𝐫𝐢𝐭𝐲? What’s your biggest frustration in evaluating SME risk? Know someone stuck in the guesswork game? Share this post. Stop losing deals to outdated tools—book your demo now and turn risk into opportunity. The future of alternate lending belongs to those who lead with speed and precision. Don’t fall behind. Lead the charge. We’d love to discuss our “𝒕𝒐𝒖𝒄𝒉 𝒂𝒏𝒅 𝒕𝒆𝒄𝒉” valuation approach with you. #dougsview #AlternateLending #SMEFunding #BusinessValuation #InvestorAttractiveness #DealFlow #RiskManagement #ScenarioPlanning #LendingSolutions #FinTechInnovation

As we approach the end of the year, it's the perfect time to reflect, strategise, and plan for the future. Yet, despite the importance of thorough financial planning, most businesses we see don't formally budget their cash flow. Predictable cash flow helps prevent shortfalls, improves financial stability and allows you to set achievable goals. While this is great for your peace of mind, it's also a key consideration for potential acquirers. Lack of financial control can drive down your valuation or cause a sale to fail entirely! Proactive steps now will help you in 2025 and lead to a better exit down the line. You can start with the exit screening assessment - link in comments. #exitscreeningassessment #budget #cashflow #businessvaluation

🚀 Webinar Recap: The importance of sales, systems, and processes in building a valuable business. On Thursday, December 5th, bizval CEO Graham Stephen, along with Vendor Box team members Zeynep Ozkasim and Emma Shimmens, hosted a webinar discussing how CRM systems are crucial in building a scalable and valuable business. If you missed it, don’t worry! Watch the full webinar recording below to gain insights for your business. 👉 https://lnkd.in/d6-_rN_t #Businessgrowth #Salesstrategy #CRM #SMB #Businessvaluation #Webinar #Scalability #Teamdrivensales

🚀 Join us TODAY for a webinar at 13:00 BST! 🚀 bizval CEO Graham Stephen, along with Zeynep Ozkasim and Emma Shimmens from Vendor Box, will explore how sales, systems, and processes can build a more valuable business. 📊 Key Topics: 🔑 CRM to reduce owner dependence 📈 Growth strategies 💡 Driving profitable sales 🤝 Shifting from owner-driven to team-driven sales 👉 Register below or here: https://lnkd.in/eKDxT9Cz to secure your spot! Note you must register to attend.

Most businesses we see are using templates to manage their information. This is far better than those still reliant on paper but often lacks central reporting and redundancy. A well-implemented CRM or ERP system allows a business to operate more efficiently while also allowing stakeholders easy access to information. This availability enables faster and better decision-making, but also transparency for shareholders and potential acquirers. Ultimately this can have a compound effect on value by increasing revenue and boosting margins, in addition to decreasing risk. When it comes to due diligence, this availability of information and level of control becomes even more important. There’s no silver bullet though. The best system is only as good as its implementation and adoption. Choosing what suits your operational needs and budget is critical, which is exactly why we are hosting a webinar with experts Vendor Box this Thursday. #CRM #business #webinar #increasingrevenue #bizval

𝐇𝐨𝐰 𝐅𝐚𝐦𝐢𝐥𝐲 𝐎𝐟𝐟𝐢𝐜𝐞𝐬 𝐂𝐚𝐧 𝐔𝐧𝐥𝐨𝐜𝐤 𝐓𝐫𝐮𝐞 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐕𝐚𝐥𝐮𝐞 𝐰𝐢𝐭𝐡 𝐛𝐢𝐳𝐯𝐚𝐥 You’re not just managing wealth—you’re shaping legacies. As a leader in a family office, your role is to ensure SME owners maximise not only their financial outcomes but also the impact on their families and communities. But here’s the challenge—most valuations are snapshots, not blueprints for potential. Enter bizval. Imagine this: an SME owner receives a valuation for their business. £5.8 million. Respectable—but static. Now, imagine instead they’re equipped with 𝐛𝐢𝐳𝐯𝐚𝐥’𝐬 𝐯𝐚𝐥𝐮𝐚𝐭𝐢𝐨𝐧 𝐭𝐨𝐨𝐥𝐬. Tools that go beyond the static figure and offer 𝐮𝐧𝐥𝐢𝐦𝐢𝐭𝐞𝐝 𝐬𝐜𝐞𝐧𝐚𝐫𝐢𝐨 𝐩𝐥𝐚𝐧𝐧𝐢𝐧𝐠: 🔹 What if hiring that business development director adds £1.5 million? 🔹 What if cutting overheads boosts margins by 12%? 🔹 What if expanding into a new market transforms £5.8 million into £8 million? With bizval, valuations become dynamic roadmaps to 𝘢𝘤𝘵𝘪𝘰𝘯𝘢𝘣𝘭𝘦 𝘨𝘳𝘰𝘸𝘵𝘩 𝘴𝘵𝘳𝘢𝘵𝘦𝘨𝘪𝘦𝘴. Family offices like yours are uniquely positioned to empower SME clients with this clarity and insight, helping them realise their full potential. 𝐖𝐡𝐲 𝐛𝐢𝐳𝐯𝐚𝐥? 🔹 Unlimited scenario planning gives you the flexibility to test endless strategies. 🔹 Simple, intuitive tools integrate seamlessly with your advisory process. 🔹 Forward-thinking family offices are already using bizval to guide clients to higher exits—are you? When you partner with bizval, you’re offering more than a valuation—you’re providing a 𝘤𝘭𝘦𝘢𝘳 𝘱𝘢𝘵𝘩 𝘵𝘰 𝘮𝘢𝘹𝘪𝘮𝘪𝘴𝘦𝘥 𝘰𝘶𝘵𝘤𝘰𝘮𝘦𝘴. 𝐉𝐨𝐢𝐧 𝐭𝐡𝐞 𝐒𝐡𝐢𝐟𝐭 Valuations are no longer just about numbers—they’re about strategy. Don’t let your clients fall behind. 🔹 𝘚𝘤𝘩𝘦𝘥𝘶𝘭𝘦 𝘢 𝘥𝘦𝘮𝘰 of bizval’s tools to see their potential in action. 🔹 Let’s discuss 𝘩𝘰𝘸 𝘧𝘢𝘮𝘪𝘭𝘺 𝘰𝘧𝘧𝘪𝘤𝘦𝘴 𝘤𝘢𝘯 𝘭𝘦𝘷𝘦𝘳𝘢𝘨𝘦 𝘴𝘤𝘦𝘯𝘢𝘳𝘪𝘰 𝘱𝘭𝘢𝘯𝘯𝘪𝘯𝘨 𝘵𝘰 𝘶𝘯𝘭𝘰𝘤𝘬 𝘩𝘪𝘥𝘥𝘦𝘯 𝘷𝘢𝘭𝘶𝘦. 🔹 Or simply comment below: How are you helping your clients realise their business’s full potential? The legacy you’re building starts with conversations like this. Written by Douglas Pudney #bizval #FamilyOffices #ScenarioPlanning #Valuations #LegacyWealth #SMEAdvisory bizval 𝐆𝐥𝐨𝐛𝐚𝐥 bizval provides precise, reliable valuations and tools that makes professionals serving the SMB arena look like a rock star to their clients—driving trust, growth, and successful outcomes.