https://equity-view.com

Business assessment solution

Receive actionable insights on a company's management team before you acquire or grow or sell a business.

The proprietary management assessment takes 30-45 minutes for executive team members to complete. It's easy and fun. In 30 days, you get a 4-page executive summary (per executive) on business and management risks that may take you 2 to 3 years to learn.

Typical results include: Successful Transition, Value Increase or Speedier Success!

GET DEEP INSIGHT INTO A COMPANY’S POTENTIAL

icon-home7

You've seen the financials, the business and marketing plan, and had face-to-face meetings. But what about the dynamics of the management team?

EquityView can help you:

  • Focus on winning deals that win bigger.
  • Avoid deals that could blow up.
  • Gain time making sound investment decisions.

WHO EQUITYVIEW IS FOR

icon-home10

Why should EquityView be a part of the management and transition process?

Studies show that mergers and acquisitions typically have a failure rate between 70% to 90% (Harvard Business Review, March 2011). Clients using EquityView consistently experienced a more prosperous outcome with a failure rate of 1.4% (success rate of 98.6% on over 600 transitions).


EquityView is the right tool for:

  • Equity advisory firms.
  • Management consulting firms.
  • Healthcare organizations.
  • Business owners.
  • Executive team members.

Whether you're going through a partnership or ownership transition, merger or acquisition, change management, succession planning or management issues, EquityView can help you reduce risk and create more value.


Video Testimonial

Dr. Stephen Gulbrandsen of Oral and Maxillofacial Surgical Consultants

HOW IT WORKS

icon-home12

EquityView digs deep and quickly gives you a new diagnostic on executive teams.

  • EquityView is a sophisticated, minimally-invasive, fun approach to sizing up a company’s management team that gets you inside their heads, unlike most traditional business assessments.
  • Simple 30-45 Minute Survey – We contact the top 2 to 9 executives and put them through the process. You get a complete report within 10 days after we receive all the inputs.
  • Fast, Objective Results – We rate the company’s management on a number of essential criteria. You’ll receive an unbiased assessment of their perceptions and ours and team issues critical to value creation.
  • Risks Revealed – We reveal risks in the business, discrepancies and management misalignment issues that are often overlooked or take years to uncover. You’ll receive a detailed comparison of the business and management risks of all inputs.

LEARN MORE