Overview
Advice Planning & Analysis
Implementation & Business Execution

Scoping

The Scoping step is an orientation and qualification stage undertaken by Vérto Group and swiftly executed.

At any point in a company or market life cycle, decisions regarding further investment, development, acquisition, rightsizing, re-engineering, or divestiture requires expedient, vigilant assessment and research.

Based on our Client’s strategic intention, core competencies, and any client identified significant constraints as context, Vérto Group gathers market information on the sector, competition, technology, general trends, demand, margins, etc. Using selected indicators agreed to by the client, this information undergoes rigorous qualification and comparison to previous research, decisions, goals, and the obtained results.

This stage ensures focus remains on our Client’s objectives and core competences, provides baseline comparison between current operational realities and strategic objectives, and assists in pre-selecting and quantifying potentially viable opportunities or renewal efforts. Most importantly, this critical stage helps understand the scope of effort that may be required to create, and later implement an effective plan for investment, divestiture, renewal, or merger.

For Mergers and Acquisitions

Properly characterizing a company’s “market assets,” the historical financial performance, and future market potential ensures that we achieve stakeholder objectives. Our industry knowledge, experience, and continual market research help identify opportunities for growth and improvement, while shaping our collective judgment regarding the best opportunities for stakeholders to realize their liquidity objectives.

We perform our comprehensive analysis in partnership with stakeholders to achieve a properly guided valuation.

Vérto Group expects to work closely with our client’s management teams to ensure any activity we undertake always retains proper context.

Modeling

The Modeling step is a thorough business operation analysis and business-planning phase. The refreshed business model reflects meaningful market data, company market penetration, historical company performance, resourcing elements, customer loyalty, revenue realization, collection ratios, etc.

The outcome of the Modeling process results in a financial plan with cash flow and earning predictions, and should include targets for product & services performance, sales performance, customer acquisition rates, and projections of return on investment.

Beyond the financial viability, the Vérto Group ascertains that the key functional components of the business process are in place and adequately planned. This becomes the cornerstone of operational plans intended for execution during the renewal stage.

Vérto principals pay a particular attention to keep operational plans strictly in line with the business model and we rigorously apply proper containment to the disruption that updated business models might impose on existing operational plans, business practices, capabilities, and customer relations.

The Business Planning documentation will be prime material to justify financial or human capital investment or disposal.

The Modeling step is a thorough business operation analysis and business-planning phase. The refreshed business model reflects meaningful market data, company market penetration, historical company performance, resourcing, customer loyalty, revenue realization, collection ratios, etc.

For Mergers and Acquisitions

The outcome of the Modeling process is the development of the necessary materials required to market and position the company for optimal valuation from prospective acquirers or partners while carefully considering stakeholder objectives for strategic fit, employee retention, and similar considerations.

For Business Renewal

The outcome of the Modeling process results in a financial plan with cash flow and earning predictions, and should include targets for product & services performance, sales performance, customer acquisition rates, and projections of return on investment.

Beyond the financial viability, the Vérto Group ascertains that the key functional components of the business process are in place and adequately planned. This becomes the cornerstone of operational plans intended for execution during the renewal stage.

Vérto principals pay a particular attention to keep operational plans strictly in line with the business model and we rigorously apply proper containment to the disruption that updated business models might impose on existing operational plans, business practices, capabilities, and customer relations.