Business owners and groups
Manage the companies you own and identify the right businesses to acquire next.
Provalio gives business owners, Group CFOs, portfolio leaders, holding companies and corporate groups a consistent view of each subsidiary while preserving the priorities, evidence and management responsibilities of the individual business. For acquisitive groups, the same evidence base can support acquisition strategy, target search, investment cases, integration and the comparison of the current group with the future group.
The problems addressed
Groups and holding companies face common challenges when managing multiple subsidiaries. Provalio addresses these through a consistent, evidence-based process applied to every company in the group.
Inconsistent subsidiary information across the group
Limited understanding of underlying value in each company
Different forecasting standards across subsidiaries
Poor comparison across companies
Capital allocation without a common framework
Separate funding and debt reviews
Risks identified too late
Limited group action tracking
Sale and succession planning started too late
Acquisition opportunities assessed separately from group strategy and funding capacity
No consistent way to compare the current group with the group after a proposed acquisition
The group workflow
Work moves through fourteen connected stages, from group setup through acquisition strategy and future-group assessment to ongoing portfolio monitoring.
01
Group setup
Define the group, subsidiaries, ownership structure and reporting requirements.
02
Subsidiary onboarding
Onboard each subsidiary with its own engagement, evidence and management team.
03
Evidence and financial information
Gather and grade financial and operational evidence for each subsidiary.
04
Individual business assessment
Apply stage-specific diagnostics to each subsidiary.
05
Individual valuation
Assess value for each subsidiary using controlled methods.
06
Funding and debt assessment
Evaluate funding and debt position for each subsidiary and the group.
07
Management and capability review
Assess management capability and governance for each subsidiary.
08
Risk and opportunity comparison
Compare risks and opportunities across the group.
09
Capital allocation
Assess where capital should be directed based on a common framework.
10
Acquisition strategy and target search
Identify capability or growth gaps, define an acquisition thesis, find and rank targets and assess strategic fit.
11
Future group assessment
Compare the current group with proposed acquisitions, funding, synergies, integration requirements and expected value creation.
12
Subsidiary roadmaps
Create and track action plans for each subsidiary.
13
Group board reporting
Produce consolidated board reporting across the portfolio and acquisition pipeline.
14
Portfolio monitoring
Monitor performance, value, risk and acquisition integration across the group over time.
Outputs produced
Provalio produces reports for subsidiary decisions, group oversight and acquisition-led growth, using the same controlled evidence base.
Group Portfolio Overview
Subsidiary Diagnostic Reports
Subsidiary Valuation Reports
Funding and Debt Report
Group Risk and Opportunity Report
Capital Allocation Assessment
Group Value Creation Roadmap
Board Portfolio Report
Exit and Succession Readiness Report
Acquisition Target Prioritisation
Acquisition Investment Case
Current Group to Future Group Scenario
Commercial value to your organisation
Consistent subsidiary information
Every subsidiary is assessed using the same evidence and diagnostic framework.
Better capital allocation
Direct capital based on a common assessment of value, risk and opportunity.
Earlier risk identification
Identify emerging risks before they affect group performance.
Clearer valuations
Individual and consolidated valuation views using controlled methods.
Stronger board reporting
Produce consolidated board reports with subsidiary-level detail.
Sale and succession readiness
Prepare for sale, succession or restructuring with current evidence and valuations.
Acquisitive growth
Turn strategic gaps into acquisition theses, target searches and governed buy-side decisions linked to group funding capacity and value creation.
Future group visibility
Compare the current group with proposed acquisitions, expected synergies, integration requirements and potential value before capital is committed.
See how Provalio works for your group
Explore the built-in demonstrations for Group CFO, portfolio management, acquisition search, future-group modelling and reporting workflows. No booking or sales call is required.
The business owner, group board and subsidiary management teams remain responsible for their respective business decisions and final conclusions.