Pre-Deal
Market & Internal Research
- Convene stakeholder interviews and round tables with representative customers, partners, and market influencers to better understand market positioning
- Review of existing market studies and competitor sales and marketing to understand competitive landscape
- Interviews with staff to understand internal team dynamics, culture, internal strengths, potential risks, and level of reliance on management or leadership
Customer Loyalty & Brand Assessment
- Design and administer Net Promoter Score surveys to assess customer satisfaction, referability, and stickiness
- Conduct independent brand review to assess goodwill, brand equity, and market fit
- Vet customer earnings reports and CIM packages to provide insight beyond historical financial reporting (i.e., value proposition, company positioning, brand assessment)
Network & Centre of Influence Mapping
- Develop ideal client profile and map key opportunities by market segment
- Identify strategic centres of influence, including relevant partners, events, associations, and industry groups
- Assess market fit with buyer’s existing sales and marketing approach
