Deal Alert 
SCD Advisory acted as adviser to DyFlex Solutions on their strategic partnership with Five V Capital
07th February 2025 7 min. read
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Strategy Advisory
Are you considering the future of your business but are unsure how to position it for maximum value? Have you thought about your exit strategy and what it will take to achieve your goals?
Every successful transaction begins long before the deal process itself.
To maximise your business’s value and appeal to buyers or investors, it’s essential to have a clear strategy, a readiness plan, and a focused approach to strengthening key areas. Our strategy advisory services are designed to address the key questions businesses face.
- Am I investor-ready? Assess your business’s current state and identify what is needed to meet buyer or investor expectations.
- Am I ready to execute an optimal sale process? Evaluate your preparedness to navigate the complexities of a sale and achieve the best outcome.
- How can I optimise value? Identify key strengths and areas for improvement, implementing strategies to enhance valuation and saleability.
- What is my business model and go-forward strategy? Clarify your business’ positioning, strategy, and long-term growth potential to appeal to buyers.
- What is my quality of earnings, and how should I present my financials? Ensure your financials are structured and presented to highlight your business’s true value and minimise buyer concerns.
- When is the right time to sell? Gain insights into market timing and strategic considerations to determine the optimal moment for a transaction.
With our expertise in the B2B Services sectors, we help you build a roadmap to success, positioning your business to achieve a higher valuation and a smoother transaction process when the time is right.
What can you expect from us ?
You are thinking about an exit strategy and would like to get a “fit for sale” assessment.
We have developed a proprietary methodology for this assessment – the “4Ps”: Purpose, People, Process, Performance.
Through this framework, we help you:
- Clarify Your Exit Objectives: Define what success looks like for you, and align your strategy with your personal and business goals.
- Assess Your Readiness: Evaluate your business’s readiness for a future transaction, identifying factors that impact saleability and valuation.
- Optimise Value: Provide actionable insights and strategies to strengthen your business and maximise its appeal to potential buyers or investors.
“Prep4Sale” Workshop
A two-day intensive workshop designed to equip you with...
- A clear understanding of your exit strategy objectives.
- An assessment of your business’s current strengths and areas for improvement.
- A tailored action plan to position your business for a successful future transaction.
Week 1-2
Analysis of the information and preparation of materials
Week 3
Two half-day sessions involving the key shareholders (and member of the team)
Week 4
Final report with conclusions and recommendations
Board Advisory Program
A 12-month engagement...
Offering strategic oversight and guidance through monthly sessions. This program constitutes a roadmap for your board or advisory committee/CEO. It will enable you to design and implement an exit strategy by leveraging the SCD Advisory’s proprietary methodology “4Ps”. It provides:
- Ongoing advice to align your business with its long-term growth or exit objectives.
- Continuous evaluation and support to improve valuation and saleability.
- Practical strategies to prepare your business for a successful transaction when the time is right.
Purpose
Business Models: Aligning your strategy to your business model Growth Stages: Breaking through plateaus of development Exit Options: Identifying liquidity events options
People
Team Engagement: Motivating and incentivising staff Smart Collaboration: Increasing staff and client value Staff Development: Growing capabilities through learning & development
Process
Intellectual Property: Leveraging knowledge systematically Client Management: Managing strategic client accounts Operating Leverage: Identifying rates, costs, utilisation and KPIs
Performance
Revenue Profile: Assessing client risk and segmentation Earnings Sustainability: Developing a business plan for growth Equity Value: Monitoring working capital and net debt
Successful strategic planning and delivery execution have always been key in the value creation process.
You have decided to execute an M&A transaction, acquisition or exit, and you want to be well-prepared to optimise the outcome of a deal.
Financial Modelling
Develop robust financial models to support strategic decision-making, including:
- Capital budgeting and allocation.
- Comprehensive financial forecasting.
- Integrated 3-statement modelling.
- Value creation analysis and business planning.
This service provides a clear financial roadmap, helping you understand the impact of strategic initiatives and optimise future growth opportunities.
Valuation
Gain an accurate understanding of your business's worth through:
- Financial and market-based valuation methodologies.
- Detailed analysis of synergies and strategic premiums.
This service ensures you have the insights to negotiate effectively, plan for growth, or prepare for a potential transaction.
With these services, we provide actionable insights and tools to support your financial strategy, positioning your business for sustainable success and enhanced valuation.
We’ve supported many private businesses and our track record speaks for itself.
It was great to have Pierre and the SCD team on our side throughout the process. They provided invaluable insight and experience throughout the 2 years of preparation we did before the deal, as well being a reliable, trusted advisers, guiding us through the key stages of the transaction. We are very pleased with the result!
Co-Founder, Hypothesis (now Venture Lead, McKinsey & Company)
SCD Advisory were great to have on our side throughout the process. There is a considerable amount of work required in the lead up, during and post the transaction: having their guidance and preparation ensured it all ran smoothly and kept my focus where it needed to be. Pierre was able to coach us through the many decisions that needed to be made and more importantly the different emotions that a founder goes through during the journey to ensure a successful outcome was achieved.
SCD were outstanding partners who brought a real understanding of consulting businesses and how they are best sold. They delivered a transaction that exceeded our expectations and moved with great speed and effectiveness. SCD were instrumental and we're very grateful for their contributions to another great win in Exent's fantastic story.
We are thrilled in our new partnership with Five V as we enter our next stage of growth. The SCD team brought deep sector knowledge, ensured efficiency throughout the process, and successfully prepared us for the deal.
Give us a call on +61 434 730 099. Or, email us at info@scdadvisory.com
or fill in our contact form and we will give you a call.