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1
Discover
• Capital requirements
• Capital sources
• Current market and financial positions
• Business trajectory and investor community sentiment
2
Assess
• Comparables & current valuation
• Revenue forecasts & opportunity funnel
• Product margins & cost structures
• SG&A structure
3
Recommend
• Capital Raise Strategy
• Pre-qualified Investor list
• Value Enhancement Plan (VEP)
4
Execute
• Value Enhancement Plan (VEP) implementation
• Investment Memorandum (IM) development
• Seller representation

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