Know What Your Business Is Worth, And Keep More Of It
Impetus prepares business owners to engage bankers, lenders and buyers through defensible financial narratives. Institutional quality at a fraction of the time and cost of traditional advisors
Complimentary 15 minute consultation. Walk away with a value range for your business Impetus works on flat fees, compensation is not contingent on deal size. One seller saved $450k in banker fees on a $30M sale
No Success Fee. And You Pay Less To Everyone Else, Too
Impetus works on a flat fee. No percentage of your sale, ever. And because you arrive with a banker-ready story, the bank you engage has less work to justify their fee
$450k
saved on a single $30M sale
Flat Fee
no percentage of your sale paid to Impetus
For CPAs & Attorneys | We handle the financial narrative prep. You keep your client relationship
Your Client Goes To Market Ready. You Remain The Quarterback
When a client decides to sell, packaging their financials into a buyer-ready story often lands on your plate. Impetus takes that prep off your desk while you remain your client's trusted advisor and quarterback throughout
No referral fees, no stepping on your relationship. And with no success fee, more of your client's proceeds stay with your client
Experience on multinational transactions with $20B corporates, now working for owners like you
Selected Deal Experience
Sale of Professional Services Company to Strategic
Scope Optimize company positioning and financial narrative
Objective Position for premium valuation and strategic fit
Outcome ~2x Incremental Adj. EBITDA turns versus original valuation
Sale of Chocolate and Confections Producer to PE
Scope Convey premium brand heritage and future growth roadmap
Objective Position for premium valuation and generate buyer interest
Outcome ~3x Incremental Adj. EBITDA turns versus original valuation
Sale of Automotive Components Distributor to PE
Scope Develop key value drivers, financial story and growth levers
Objective Position for premium valuation with competitor
Outcome ~1.2x Enterprise Value versus original valuation
The Impetus Group offers a variety of presentation formats that help companies communicate strategic plans and pursue liquidity generating processes
“93% of PE firms reported exit preparation initiatives led to improvement in exit valuations.”
Our Services
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Sale Narratives
Provide buyers with a complete company overview, from core business model to future strategic opportunities
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Capital Raise Narratives
Whether raising capital or entering new market verticals, ensure corporate initiatives are succinct and impactful
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Teaser Narratives
Expertly condense business attributes into just one to two pages
Achieve gold standard results at a fraction of the cost charged by investment banks and other advisors
“Companies that effectively communicate their financial performance to investors and stakeholders experience higher valuations, with an average 6% increase in their P/E ratio compared to their peers”
Unparalleled Expertise
Industry-proven professionals
Dedicated preparation team
Results-oriented approach
Versatility & Customization
M&A, capital raise, strategy
Internal / external audience
Tailored length and complexity
Cost Efficiency
Cost-efficient flat fee structure vs. retainers and success fees
