Options Review

The Prism Options Review provides an invaluable external perspective of your business, allowing you to understand and compare alternative strategies with realistic numbers attached. As well as evaluating your business, it explores your personal motivations, provides a market valuation of your business, and aims to deliver a roadmap to achieving your financial and other personal goals.

Led by a Prism director, the review is evidence-led, but also explores future opportunities. It is much more than a financial review, it looks closely at products & services, people & capabilities, customers, market opportunities and M&A potential. It also provides recommendations designed to achieve a successful and timely outcome – in essence a roadmap of how to get there.

An Options Review covers the following elements:

• A review of your personal objectives, motivations and aspirations, including timing
• A review of financial performance – both historic and forecast
• A review of all operational aspects including products/services (including technology & IP), customer composition & relationships, sales & marketing, management & personnel, systems & processes etc
• A review of competition and market dynamics
• A review of recent M&A activity in your specific sector

The output of the Options Review includes:

• An assessment of the factors affecting saleability and value (both positive and negative) with specific recommendations on actions to enhance value
• A review of alternatives including carrying on running the business, acquisition (if relevant), management or employee succession etc.
• An assessment of exit readiness
• Current market valuation
• Identification of options that best meet your personal objectives
• Considerations on timing

The Options Review helps to determine:

• If selling is the right thing for you to do and evaluates possible alternatives
• When the timing is right for you to sell
• How much your business is currently worth
• If acquisition might provide a means to gain critical mass
• Whether a management buy-out or Employee Benefit Trust might provide an alternative route to exit
• Where you should focus your efforts to maximise business value

For more information about the Prism Options Review or any of our services please contact us or click below to arrange a virtual meeting.