Businessman putting money on stack of coins with tree on top of it

Is your business investment ready? How to raise enterprise value from an investor’s lens.

26.2.2025

Working ON your business is just as important as working in your business.  

For many business owners, their business is their primary asset. But like with any asset, it requires regular maintenance to ensure it remains competitive, profitable, and most importantly, investment ready.  

It’s important to consider the following key questions towards becoming investor ready: 

  • Do we have a revenue, costs, operations, people or products problem or opportunity?
  • What are the key value drivers of my business? 
  • Are we achieving our business objectives with the present strategy? 
  • Is my business financially and operationally investment ‘fit’? 
  • What steps can we take to create value or reduce cost? 

The five pillars of investment readiness

 

Our five pillars form the basis of our Investment Ready Pathway (IRP) process. The Investment Readiness Pathway is a comprehensive diagnostic, value creation and business improvement process.  

The IRP utilises an investor’s lens to improve performance, prepare your business for growth, investment, and generate higher value for shareholders. 

At the end of this, we help you define the focus areas for the next 12 months that will drive business improvement and value creation. 

Developed with over 30 years of business improvement experience 

The IRP isn’t just another business diagnostic tool. It’s built on over 30 years of experience in business improvement and investment markets, using 120 data points to assess a business’ true potential.  

So, what sets it apart? It looks at businesses through an investor’s lens.  

At the end of this process, the IRP delivers business improvement and value creation strategies that drive material improvements in valuation – not just by increasing revenue, but through sustainable earnings growth and valuation multiple expansion.  

The IRP is a three-part diagnostic that looks at your business’ operational excellence, strategy effectiveness and financial performance over eight weeks. Then from here, we help you define key focus areas in business improvement and value creation while working alongside you over the next 12 to 18 months to deliver those actions.  

Operational excellence, cost reduction, value creation

  • What does operational excellence look like in the context of my business? 
  • Where can I achieve rapid cost reductions? 
  • What actions can I take to increase value 

    Business maintenance – working on the business ensures your company is investment ready regardless of whether you want to raise capital, sell the business or maximise profits. 

    Maximising your business’ valuation isn’t merely a stroke of luck or timing. Instead, it’s a deliberate process rooted in strategic planning, expert guidance and disciplined execution. Focusing on specific controllable risk elements to drive multiples and core operating performance can see improvements in revenue, volume, COGS and overheads, ultimately uplifting shareholder value.  

    With over 30 years of investment banking and financial services experience across key markets like Japan and Singapore, Director Shaun Conroy is deeply skilled in driving value creation for businesses long before M&A transaction take place. His ‘investor lens’ perspective has seen him working with clients to identify key value drivers and lead strategic initiatives that enhances both operational profitability and valuation multiples.  

    If you are considering a future investment, capital raise or exit for your business, reach out to Shaun for a confidential discussion on the Investment Ready Pathway that can maximise your business valuation. 

          Businessman putting money on stack of coins with tree on top of it
          26.2.2025

          Is your business investment ready? How to raise enterprise value from an investor’s lens.

          Working ON your business is just as important as working in your business.   For many business owners, their business is their primary asset. But like with any asset, it requires regular maintenance to ensure it remains competitive, profitable, and most importantly, investment ready.   It’s important to consider the following key questions towards becoming investor ready:  […]

          Read more
          26.2.2025

          Sector dashboards February 2025

          Our monthly sector dashboards are out! Our dashboards look at the valuation multiples across seven key sectors, each made up of a number of subsectors. The data takes into account the sale prices of similar companies based on; products, end markets, services, assets classes or other characteristics. The publications include all companies listed on the […]

          Read more
          29.1.2025

          Sector dashboards January 2025

          Our monthly sector dashboards are out! Our dashboards look at the valuation multiples across seven key sectors, each made up of a number of subsectors. The data takes into account the sale prices of similar companies based on; products, end markets, services, assets classes or other characteristics. The publications include all companies listed on the […]

          Read more
          29.1.2025

          Done deal? Why many Mergers and Acquisitions miss the mark

          Mergers and Acquisitions (M&A) are often seen as a golden ticket for businesses aiming to expand, achieve economies of scale, or diversify. Yet business history is littered with stories of failed acquisitions that have eroded value rather than enhanced it. Look no further than Catch.com, which is still in the news cycle. Why? Below are […]

          Read more
          29.1.2025

          Employee Q&A: Lucy Clarke

          We’re excited to dive into a round of Q&A with Lucy Clarke, a talented and passionate M&A Associate at InterFinancial. In this post, Lucy shares her insights on the daily grind, the rewarding aspects of her role, and the challenges she overcomes. Join us as we explore what it’s like to be an M&A professional […]

          Read more
          17.12.2024

          Sector dashboards December 2024

          Our monthly sector dashboards are out! Our dashboards look at the valuation multiples across seven key sectors, each made up of a number of subsectors. The data takes into account the sale prices of similar companies based on; products, end markets, services, assets classes or other characteristics. The publications include all companies listed on the […]

          Read more
          27.11.2024

          Sector dashboards November 2024

          Our monthly sector dashboards are out! Our dashboards look at the valuation multiples across seven key sectors, each made up of a number of subsectors. The data takes into account the sale prices of similar companies based on; products, end markets, services, assets classes or other characteristics. The publications include all companies listed on the […]

          Read more
          27.11.2024

          Celebrating 10 years with Andrew Wheeler

          What do determination and a talent for building long-term relationships have in common? Andrew Wheeler, of course! As we celebrate his decade-long journey with InterFinancial, it’s clear why he’s such a key part of the team. Originally from South Africa, Andrew’s great communication skills and persuasive nature ensure he never lets an opportunity slip by. […]

          Read more
          27.11.2024

          How the 2024 USA elections could shape Australia’s M&A landscape

          As we consider the potential impact of another Trump presidency on the Mergers and Acquisitions (M&A) landscape, it’s impossible to ignore the spillover impact that Trump’s regulatory and economic policies can have on Australia. With his return to the White House, we can anticipate a wave of both opportunities and challenges for the Australian M&A […]

          Read more