Strategic Advisory
StrategicAdvisory&Valuation
Independent insight for owners evaluating their next decision. We help you understand value, explore options, and move forward with clarity and confidence.
Clarity That Prepares You For What Comes Next
Before considering a sale, recapitalization, capital raise, or acquisition, owners need clear, unbiased insight. Our Strategic Advisory and Valuation work provides a focused view of value, timing, readiness, and strategic alternatives.
Werner Partners supports closely held middle market companies across the United States and Canada. Our independent analysis is data driven and built to stand up to scrutiny from boards, investors, lenders, and future buyers.
Clients rely on this work when evaluating:
Where Strategic Advisory Creates Real Advantage
We help you understand the true position of your business and the implications of each potential path.
Understanding Value
We provide an opinion of value to set realistic expectations before you engage in any process.
- Practical valuation ranges based on real transaction data
- Benchmarking against comparable companies and recent deals
- How buyers, investors, or lenders interpret your performance and risk profile
- Strengths and gaps that influence valuation and terms
Preparing For Liquidity
Evaluating Alternatives
Buy-Side Strategy
A Realistic, DefensibleView Of Value
Valuation aligned with how sophisticated buyers, investors, and lenders will assess your business.
How We Bring Clarity To Complex Decisions
A strategic, partner-level review designed to help owners understand value, options, and timing long before a transaction begins.
We begin by understanding the personal goals, financial objectives, and operational realities that shape your next move. This establishes the foundation for every scenario we evaluate.
Who This Service Is Built For
Strategic Advisory and Valuation is ideal for owners and leadership teams preparing for meaningful decisions in the next 12 to 24 months.
Founders Evaluating Transition
Evaluating the right time to transition ownership or explore strategic alternatives for your company.
Owners Considering Liquidity
Considering partial liquidity or a capital partner while maintaining operational involvement.
Companies With Inbound Interest
Approached by buyers or investors and seeking independent guidance to evaluate proposals and alternatives.
Private Equity Groups
Building multi-year acquisition plans, evaluating add-ons, or preparing portfolio companies for exit.
Family-Owned Businesses
Planning succession, navigating generational transitions, or exploring liquidity options that preserve legacy.
Leadership Teams Considering MBO
Leadership teams considering a management buyout and seeking guidance on structure, financing, and negotiation.
Founders Evaluating Transition
Evaluating the right time to transition ownership or explore strategic alternatives for your company.
Ready To Gain Clarity On Your Options?
A confidential conversation with a senior advisor can help you evaluate timing, value, and strategy long before a transaction begins.
Explore Related Services
Learn how our other advisory services can support your goals.
Sell-Side Advisory
Sell-Side Due Care
Confidential processes built for stronger outcomes. We help business owners understand their options and navigate a sale that protects value and legacy.
Learn MoreCapital Markets
Capital Solutions
Quiet capital strategies, built for clear outcomes. We help owners structure capital that protects control and supports the next stage of growth.
Learn More