Category: Revenue and Market Positioning
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Building and Showcasing a Robust Sales Pipeline
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When you’re preparing to sell your business, few assets are more powerful — or more scrutinized — than your sales pipeline. Buyers want to know how much future revenue is in motion, how predictable that pipeline is, and whether it can continue performing without the founder’s direct involvement. A clean,…
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Improving Retention Metrics to Maximize Valuation
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When it comes to selling your business, nothing signals stability and scalability like strong retention metrics. Buyers can overlook uneven growth or temporary market dips — but poor retention is a deal-breaker. High customer retention proves that your product delivers sustained value, your team executes consistently, and your brand earns…
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Mapping Customer Lifetime Value Before M&A
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If you’re preparing to sell your company, there’s one metric that can instantly elevate how buyers view your business: customer lifetime value (CLV). CLV tells buyers how much revenue and profit your business can expect from an average customer over the entire duration of their relationship with you. It’s one…
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Eliminating Unprofitable Clients Ahead of a Sale
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Not every dollar of revenue is created equal. In fact, some of it actually costs you money. When preparing to sell your business, one of the most powerful — and often overlooked — steps you can take is eliminating unprofitable clients. Buyers don’t just care about your top line; they…
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How to Frame Growth Channels in the Pre-Sale Narrative
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When buyers evaluate your company, they’re not just looking at what you’ve done — they’re asking what’s next. They want to see where future growth will come from, how sustainable it is, and how easily they can build on what you’ve created. That’s why it’s critical to frame your growth…
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Creating Strategic Case Studies to Showcase Revenue Wins
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When buyers evaluate your company, they’re not just reviewing your financials — they’re assessing how you win. They want to know what makes customers choose you, stay with you, and spend more over time. One of the most powerful ways to demonstrate this is through strategic case studies — real-world…
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Demonstrating Market Leadership With KPIs and Benchmarks
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When you’re preparing to sell your business, buyers aren’t just evaluating your financials — they’re measuring your market position. They want to know how your company performs relative to competitors, how efficiently you operate, and how clearly you can prove your leadership. That’s where key performance indicators (KPIs) and benchmarks…
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Aligning Go-to-Market Strategy With Buyer Expectations
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When it comes to selling your company, your go-to-market (GTM) strategy is more than just a marketing plan — it’s the blueprint for how your business attracts, converts, and retains customers. Buyers look closely at your GTM strategy to assess one simple thing: Can this engine scale? At Legacy Advisors,…
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Diversifying Revenue Sources Before You Sell
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When buyers evaluate your company, they’re not just looking at how much money you make — they’re looking at how you make it. A strong financial story isn’t built on a single income stream. It’s built on diversified, reliable sources of revenue that show stability, scalability, and resilience. At Legacy…
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Optimizing Pricing Models to Show Growth Potential
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When buyers evaluate a company, they don’t just look at the past — they look for proof of future growth potential. And few things communicate that potential more clearly than your pricing model. Your pricing strategy tells buyers how scalable your business really is. If it’s logical, profitable, and adaptable,…

