ValuScore™

For the Business Owner:

A ValuScore™ helps the Business Owner understand the Capital Markets Alternatives. Capital markets options provide alternatives for, pricing, timing and probability of success.

For the Investor, Buyer and Lender:

The ValuScore™ provides validation of the premise that the Business Owner is sponsoring.

This Deal Screening Process scores and rates your business as a financing candidate:

• Deal rating and score computation to assess the funding potential and its cost to your business, as documented in a Business Valuation.
• Preliminary due diligence to ensure that many of the corporate documents are in order.
• Deal presentation material additional information to support the presentation to funding sources.
• Management of ValuDrivers™ to enhance your proposal to improve deal score and rating.

A ValuScore™ has 50 trigger points, like the system used by FICO for credit evaluation, applied to a scoring system like Moody’s Rating System.

Deal Ratings

All deals receive The ValuScore™, which is aligned to how a financier assesses acceptable minimum scores to finance a deal. The ValuScore™ translates all sources of capital pools under the same objective system.

If you have a B-Grade Deal and should take the necessary steps to upgrade to a higher score. Otherwise, you should lower your expectations about completing a transaction. Because there are fewer capital sources willing to accept B-Grade Deals, the costs are much higher than an A-Grade Deal. If your rating is below a B-Grade Deal and you’re not willing to do what is necessary to move up to at least a B-Grade, then it is unlikely you will complete your transaction.

Scoring Criteria – Deal Grades

A summary of the 50 trigger points scoring criteria is shown in the following table along with the maximum score for each.

For Example:

Category values are summarized in the ValuScore™ Report along with a more detailed definition of each score value.

Deal Ratings – All prospective transactions (deals) receive a score. Each buy-side participant determines the minimum score they will accept to finance a deal. A Business Valuation expert scores all sources of capital pools under the same updated system to remove subjectivity.

Alternate Financing

Once you’ve completed a Deal Screening Process, you can investigate several alternate financing opportunities. Please note that deal structure uses one or multiples of various available instruments to maximize returns at the lowest possible risk to all involved parties.

What to expect:

A Business Advisor would state recommendations to you before he or she would create a deal structure.

This will give you the opportunity to take necessary actions to move your business to a higher score before taking the next step.

Valuation Services we Offer: