Phoenix Transaction Advisory Services Business Plan Validation
Phoenix Transaction Advisory Services

Business Plan Validation

Phoenix professionals have substantial experience crafting and implementing business plans and financial forecasts for a wide variety of businesses. Our hands-on, operational perspective makes us uniquely qualified to assess business plans prepared by third parties.

Our experience with underperforming and transitional entities provides a unique filter with which to approach business plans. By understanding and analyzing the key drivers of each business, we are able to identify risk, “softness” and opportunities, perform sensitivity analyses, and estimate the financial impact for each area in question. As part of our Business Plan Validation services, we typically assess management and develop a view regarding their ability to implement their Plan.

Our Business Plan Validation Services often identify critical strategic, operating, financial and management issues that may have otherwise gone undiscovered, which brings meaningful value to our client as they factor our findings into their valuation and/or evaluation. We identify risk and provide a roadmap for interested parties to monitor and scorecard critical business drivers as they move forward with their involvement with the company.

phoenix eBook