For business owners
Understand what your business is worth, what is holding value back and what to do next.
Provalio does not merely tell you what your business is worth. It gives you the structured plan, evidence and accountability needed to improve that value.
Most owners receive a valuation and little else. Provalio goes further. It diagnoses the business, assesses its value, identifies the constraints holding value back and produces a prioritised roadmap to move the business forward, with the evidence to prove each step is delivered.
The connected client journey
Find, win, understand, improve, value, transact, prove.
Provalio connects the advisory lifecycle before, during and after the engagement. The user sees the current objective and next action first, while the evidence, analysis, approvals and specialist depth remain available underneath. Each stage preserves its evidence, professional decisions and version history rather than restarting the client story.
Find
Use OPursuit™ and governed market, company and relationship evidence to identify credible advisory opportunities and explain why they may matter now.
Win
Validate the relevant people and relationship route, prepare controlled approaches and carry an approved pursuit into a governed engagement without losing the origination history.
Understand
Bring together financial, commercial, operational and governance evidence, expose gaps and contradictions and focus the professional on the questions that can change the conclusion.
Improve
Turn the evidence into a prioritised Value Enhancement Roadmap with owners, timing, evidence requirements and measurable economic or risk outcomes.
Value
Assess current and revised value using governed triangulation, relevant market and income approaches, company quality, risk, evidence and professional approval.
Transact
Carry the same evidence and professional judgement through funding, diligence, transaction execution, Day 1 and integration where relevant.
Prove
Retain the evidence, approvals and outcome history needed to show what changed, whether the original case was delivered and what value was actually realised.
A prioritised Value Enhancement Roadmap
Provalio creates a prioritised roadmap containing actions, responsibilities, timescales, investment requirements and the expected revenue, EBITDA, cash, risk and valuation impact of each step.
- Priority actions ranked by value impact and effort.
- A named owner for every action.
- Clear timing from start to completion for each step.
- The investment required to deliver each action.
- Expected revenue, EBITDA, cash, risk and valuation impact.
- Progress tracking and evidence of completion for every action.
From diagnosis to decision
Provalio moves the business through one connected process: diagnose, value, improve, fund, transact. Each stage preserves its evidence and version history, so the roadmap that follows is built on proof rather than opinion.
Built for the decisions owners actually face
Selling the business
Understand the value today, the gap to a premium sale and the actions that close it.
Raising funding
Prepare investor ready evidence, forecasts and funding narratives on a single platform.
Improving performance
Turn a diagnostic into a practical plan with owners and expected impact.
Preparing for exit
Track value, risk and readiness across a 12 to 24 month exit preparation.
Reporting to stakeholders
Produce controlled, evidence led reports through a server enforced issue process.
Holding the team accountable
Every action has an owner, a deadline and evidence of completion.
The roadmap behind every engagement
A prioritised plan with owners, timing, investment, expected financial and valuation impact, progress and evidence of completion.
Current position
£4.2m enterprise value
EBITDA £0.9m on revenue £6.1m. Margin 14.8%.
Improved position at month 18
£7.6m enterprise value
EBITDA £1.6m on revenue £8.4m. Margin 19.0%.
Value constraints identified
- Owner dependent sales pipeline with no repeatable process.
- Single key customer representing 38% of revenue.
- Manual reporting limiting management decision speed.
- No documented operational ownership below the founder.
Establish a repeatable sales process and CRM ownership
Owner
Sales director
Investment
£18,000
Expected financial impact
Revenue +£420k, EBITDA +£95k by month 9
Expected valuation impact
Enterprise value +£0.5m
Evidence of completion
CRM live, signed sales process, first 12 accounts reassigned.
Reduce largest customer concentration
Owner
Managing director
Investment
£6,000
Expected financial impact
Lower cash volatility, reduced risk weighting
Expected valuation impact
Enterprise value +£0.3m through lower risk discount
Evidence of completion
Diversification plan agreed, two new accounts contracted.
Implement monthly management accounts and a KPI pack
Owner
Finance lead
Investment
£12,000
Expected financial impact
Gross margin +2.4 points, EBITDA +£130k
Expected valuation impact
Enterprise value +£0.7m
Evidence of completion
KPI pack issued for two consecutive months.
Assign operational ownership across production and delivery
Owner
Operations manager
Investment
£9,000
Expected financial impact
Capacity +15%, delivery cost per unit down 6%
Expected valuation impact
Enterprise value +£0.4m
Evidence of completion
Role descriptions issued, two operational leads appointed.
Build investor ready reporting and a three year forecast
Owner
Adviser and finance lead
Investment
£21,000
Expected financial impact
Funding readiness, forecast EBITDA £1.6m by year 3
Expected valuation impact
Enterprise value +£1.5m, multiple uplift supported by evidence
Evidence of completion
Forecast model drafted, evidence pack in progress.
Illustrative example. Not a real company, client or forecast. Figures are shown to demonstrate the structure and depth of a Provalio Value Enhancement Roadmap.