Case Examples

A nationwide HVAC services company preparing for a private equity sale needed clarity on enterprise value, normalized cash flows, and value drivers before engaging buyers.

Using the WiseValue™ framework, Wisehaven Advisors performed a valuation-driven readiness review. We normalized financials, identified operational risks, analyzed value drivers, and modeled multiple scenarios under different timing and transaction structures.

Leadership received an investor-grade valuation range, EBITDA improvement opportunities, and a clear set of readiness actions. The company entered the sale process with stronger financial visibility and a defined value strategy.

A regional medical supply distributor lacked visibility into revenue performance, customer profitability, and inventory efficiency as the business scaled.

Through the WiseRevenue™ pillar, we transformed raw financial and operational data into an interactive Power BI dashboard. We delivered automated KPIs for revenue, margins, product mix, customer trends, and working capital.

The leadership team gained a decision-ready analytics platform that improved weekly execution, clarified growth drivers, and exposed margin pressure points. This dashboard became their core operating tool.

A boutique investment advisory firm evaluating a future exit needed a structured plan aligning valuation, timing, ownership, and operational readiness.

Using the WisePath™ framework, we built a custom transition playbook. It included owner readiness scoring, value driver mapping, alternative exit pathway modeling (internal succession, external sale, minority recap), and a multi-year timeline.

Leadership gained clarity on strategic options, the valuation implications of each path, and specific operational improvements needed to prepare for a transaction. This became their roadmap for long-term planning.

A multi-property business owner needed to evaluate whether to hold, refinance, or divest each property as part of their long-term business and exit strategy.

Through WiseProperty™, we modeled cash flows, equity positions, market value scenarios, rental vs. ownership trade-offs, and tax-sensitive sale/refinance options. We aligned each asset with the owner’s business goals and exit timeline.

The owner received a clear blueprint for maximizing value, reducing risk, and optimizing cash flow — with each real estate decision tied directly to their business and wealth strategy.