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VAXIA
FREN

Advice for small and medium-sized business owners

VAXIAValue is built by design.

Grow, acquire, prepare for succession or a sale.

We examine your results, organization and options. Together, we define the priority work, who is responsible and how progress will be followed.

Choose your situation

Clear objectives.Tracked actions.

Founding firms
  • 1+1
  • Zen Valuations
  • Dartmouth Partners
  • Cardinal M&A

What VAXIA does.

Do you want to improve profitability, reduce dependence on you, buy a business or prepare a transfer? VAXIA brings in the specialists needed to examine your situation and define the work required.

Depending on the engagement, we examine financial results, customers, management responsibilities and risks. We compare options, set priorities and support implementation or transaction preparation. The scope and deliverables are agreed with you before work begins.

Explore our expertise: valuation, strategy and transfer
01 — Your challenge

What are you preparing for?

Choose your situation to see the questions to examine and an engagement that could provide a starting point.

Choose a situation

Grow the value of the business

You want to improve profitability, revenue quality or management responsibilities without necessarily selling.

Questions to ask yourself

  1. 01Which improvements would most affect margins, revenue or risk?
  2. 02Who will own each action and how will you track results?
  3. 03What investments are needed and how could they be financed?

Suggested starting engagement

Value Creation Plan

These questions help you prepare for a discussion. They are not personalized advice or an automated recommendation for an engagement.

02 — Approach

One lead to coordinate the work.

You do not have to coordinate each specialist or reconcile conflicting recommendations on your own.

We start with your objectives, constraints and available information. We then define the questions to answer, the work required and the specialists needed.

A principal contact coordinates the engagement, assigns responsibilities and organizes follow-up. Your accountant, lawyer and other advisers can participate.

Five stages, used as the engagement requires

01

Understand

Clarify personal and business objectives, examine the business’s situation and compare the available options.

Start at the stage that matches your need. Only the specialists required for the engagement are involved.

You do not have to sell.
Keeping or growing the business is also an option.

03 — Business analysis

Eight areas to examine.

Financial results are not the only factor. Customers, management, investment requirements and dependence on the owner also affect your options.

  • 01

    Sustainable growth

    Can the current team and resources increase sales without reducing margins?

  • 02

    Profitability

    What margin remains after operating costs and necessary expenditures?

  • 03

    Investment requirements

    Which investments are needed and what results do you expect from each?

  • 04

    Revenue quality

    Is revenue recurring, diversified and predictable?

  • 05

    Team and responsibilities

    Who makes day-to-day decisions and which responsibilities still depend on you?

  • 06

    Risks

    Which financial, commercial or operational risks should be examined first?

  • 07

    Transferability

    Could operations and customer relationships continue after you leave?

  • 08

    Owner options

    What would keeping, growing, transferring or selling the business involve?

These questions prepare the analysis. They do not rate the business or automatically estimate its value.

04 — Our solutions

Seven solutions for different needs.

Review your options, improve the business, buy or prepare a transfer: choose a starting point. The work is then agreed with you.

Scope and professional deliverables are agreed for each engagement. No price or outcome is guaranteed here.

05 — Value Office

Follow-up on actions and decisions.

After the initial plan, results need to be reviewed and priorities adjusted. This service organizes discussions with your advisers and the work still to be done.

  • 01

    One follow-up lead

    One contact organizes discussions and tracks the agreed actions.

  • 02

    Specialists as needed

    They address the questions that require their expertise.

  • 03

    A shared action plan

    You know which actions are underway, who is responsible and what still needs a decision.

A review schedule to agree with you

  1. Proposed quarterly review of results, actions and risks
  2. Discussion of financing needs and capital options
  3. Proposed annual review of value and options
  4. Support during an acquisition, transfer or sale, within the agreed engagement

Follow-up consists of discussions and professional work. This service is not software or an automated dashboard.

06 — Team

Specialists for the work required.

Five founding partners from four firms. One contact coordinates the expertise needed for your engagement.

Not every specialist participates in every engagement. Responsibilities are defined according to the agreed work.

07 — Trust

How we work.

Sometimes the right decision is not to sell.

  • 01

    Work agreed with you

    We define your objectives, the work required and the deliverables before starting.

  • 02

    Assumptions checked

    We examine the data and assumptions behind forecasts and the value analysis.

  • 03

    One principal contact

    They organize specialist work and engagement follow-up.

  • 04

    Limited information access

    Each specialist receives the information needed for their work.

  • 05

    Responsibilities defined

    We agree on who does what and what each person needs to provide.

  • 06

    Your advisers can participate

    Your accountant, lawyer and other advisers can stay involved, with defined roles.

08 — Technology

In development

ValueOS — project in development

The ValueOS project aims to bring together information, actions to track, indicators and documents used by advisers. It does not replace their analysis or recommendations.

ValueOS is not active software or an available client portal. Functionality and availability have not yet been confirmed.

Business owner insights

Guides to prepare your decisions.

Which documents should you prepare for a sale? What affects business value? What should you check in an offer? These guides help you prepare questions for your advisers. They do not replace personalized advice.

All insights

External links

Independent websites · Links open in a new tab.

09 — Questions

Frequently asked questions

  • No. The work can focus on profitability, management, an acquisition or a comparison of your options. Keeping and growing the business are also choices to examine.

What are you preparing for?

Conversation

Prepare your inquiry.

Describe your situation to prepare a draft inquiry you can copy. The form does not send it.

Do not enter sensitive financial information or deal details.

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