| Question |
Answer |
| What is DealFlow Value Management Solution (VMS)? |
DealFlow VMS is an innovative cloud-based application designed to streamline analysis, valuation, deal structuring, and report publishing. It seamlessly integrates Company, Market, and Industry metrics to produce professional-level Broker Opinion of Value and tailored marketing reports, like the Confidential Information Memorandum, and others, meeting the unique branding needs of Business Intermediaries. Leveraging cloud-native technology, it offers a seamless and robust solution incorporating Microsoft Asp.net core 3.1, Angular 13, MongoDB, and C#, ensuring an efficient and modern infrastructure for deal management directly from the workspace. |
| How does BizProValue assist brokers and business brokers and intermediaries? |
BizProValue empowers brokers by offering resources and support to effectively communicate the performance and value story of small businesses in purchase/sale or merger/acquisition scenarios. Through their platform, DealFlow VMS, Business Intermediaries gain assistance in comprehending and articulating the performance and value narrative of small to lower mid-market businesses. By combining analysis and advocacy, the platform facilitates informed decision-making and clear communication of business value, thereby streamlining purchase/sale and merger/acquisition transactions. Overall, BizProValue equips business brokers with the necessary tools and resources to effectively convey the performance and value narrative of small to lower mid-market businesses during transactions. |
| How does DealFlow VMS aid in business analysis and valuation? |
DealFlow VMS provides comprehensive support for professional-level analysis and valuation through methodologies like the Market Approach, Direct Market Data and Comparable Transaction Method with classic ratio analysis supported by features like PeerComps, RMA eStatement Studies, the Value Canvas™ and SWOT Analysis. |
| What additional insight does the Business Broker gain with DealFlow VMS? |
DealFlow VMS also develops the Illustrative Term Sheet, Financing Model for Bank, SBA, and Seller financing, Working Capital Assessment, Seller Proceeds, Real Estate lease or buy options, and the Value Canvas™ to support the eLink Seller Questionnaire and identify the Four Factors of Business Value™. |
| How user-friendly is DealFlow VMS for new and experienced brokers? |
DealFlow VMS is user-friendly for both new and experienced brokers. It centralizes data entry through the Normalized Income Statement, Balance Sheet, and Seller Questionnaire, streamlining analysis that automatically derives from this central source. This enables Broker Advisors to develop insights and apply judgment efficiently. It is particularly beneficial for new Business Advisors looking to build a client market and swiftly gather and maintain 12-15 high-quality listings. The platform reduces the time spent on analysis, allowing focus on relationship-building with prospective sellers and buyers. |
| Is DealFlow VMS complicated to use? |
No. There are 2 key steps required: 1) Normalized Income Statement to develop cash flows of Revenue, EBITDA, and SDE, and 2) Seller Questionnaire. These equip the Broker to understand the financial performance of the company and the activities that create this performance. Everything else flows from this central source of data to develop the Broker Opinion of Value and other marketing reports. No other data entry is required to support the Broker's judgment about the Most Probable Selling Price. |
| Why is showing the value of a business important to owners? |
Demonstrating and growing the value of a business is crucial for owners as it directly impacts their ability to retire securely and on their own terms, ensuring they get the most out of their business investment. |
| How does BizProValue enhance transactions? |
By assisting brokers in presenting a clear and compelling performance and value narrative, BizProValue contributes to more informed and efficient purchase/sale and merger/acquisition transactions within the target business market segment. |
| How does the solution streamline data entry processes? |
This solution allows for the seamless entry and import of profit & loss and balance sheet data, eliminating the need for manual data entry. This feature enhances efficiency by automating the input of financial data, saving time, and minimizing errors in the process. |
| How does it aid in faster normalization of data? |
The solution employs fast normalization techniques that eliminate the need for tedious worksheet tasks, document handling, and presentation slide creation. This functionality facilitates smarter decision-making by quickly and efficiently organizing data without burdensome manual tasks. |
| What are some key features of DealFlow VMS? |
Key features include robust performance evaluation tools enabling data-driven decision-making, sophisticated valuation capabilities simplifying deal assessments, and valuable insights to streamline financing transactions, enhancing efficiency, and improving deal outcomes. |
| What are some key functionalities of DealFlow VMS? |
DealFlow VMS encompasses a wide array of functionalities, including Data Import Automation, Illustrative Term Sheet, Financing Models for Bank, SBA, and Seller financing, Working Capital Assessment, Seller Proceeds calculation, and Real Estate lease or buy options assessment. These robust features collectively contribute to comprehensive deal structuring and assessment, significantly enhancing the valuation and transaction process by providing detailed insights and tools. Additionally, DealFlow VMS efficiently manages data entry, analysis, valuation, and report publication for performance analysis, value development, deal structuring, and report generation. By integrating Company, Market, and Industry metrics, the platform facilitates the creation of high-level professional reports such as Broker Opinion of Value, Confidential Information Memorandum, and other tailored marketing reports. These reports are customized to meet the specific branding requirements of Business Broker Advisors involved in small business purchase and sale transactions, streamlining the entire process for optimal efficiency and precision. |
| What sets DealFlow VMS apart in terms of functionalities? |
DealFlow VMS offers a unique approach to valuation by integrating performance and value, providing a range of published marketing materials rooted and supported by the analysis. One distinguishing feature of the platform is the integration of valuation and marketing resources, fostering a cohesive approach that develops value and manages the flow of information within an integrated Solution context. |
| What makes the preferred deal management solution unique? |
The preferred deal management solution stands out as it is specifically designed by and for business brokers. It offers a best-in-class, multi-dimensional analysis, valuation, deal structure, and publishing platform, providing real-time insights within a single cloud-based integrated system accessible at any time and from anywhere. |
| How is DealFlow VMS different from appraisal services? |
DealFlow VMS is equips the Business Broker Advisor to develop business value stated as the Most Probable Selling Price, and publish the Broker Opinion of Value and other integrated marketing reports for controlled wide spread use, immediately at the desk for a low cost. Report content is selected by the Broker for each reader at every state of the selling cycle. Appraisals are typically summary reports, restricted in use (typically for lenders), completed only by certified appraisers, at a moderate to high cost, with longer delivery times, and used primarily for transaction closings. |
| What market does BizProValue cater to? |
BizProValue focuses on the small to lower mid-market business segment, aiding brokers in effectively communicating the value narrative during transactions in this specific market segment. |
| Who benefits from BizProValue's services? |
Business brokers involved in transactions for small to lower mid-market businesses benefit from BizProValue's services to effectively convey the performance and value of these businesses to potential buyers or partners. |
| Why do transactions often fail in the discovery phase? |
Transactions frequently fail during discovery as the financial narrative is not consistently and clearly presented, leading to misunderstandings or discrepancies that hinder the smooth progression of deals. |
| What is crucial for customers during the selling cycle? |
Customers value easily consumable and consistent information throughout every stage of the selling cycle, which allows for a smoother understanding of the business's financial position and potential. |
| What do brokers seek in a data management solution? |
Brokers prioritize solutions that are user-friendly, easily adaptable, and offer real-time usability, enabling them to efficiently handle and analyze data during transactions without unnecessary complexity. |
| What reports can be generated using DealFlow VMS? |
DealFlow VMS produces the Broker Opinion of Value and other marketing reports, like the Confidential Information Memorandum, Executive Brief, and Business Summary, and project reports like the Request for Lender Letter of Interest, and the Seller Proceeds report. Critical insights derived from integrated Company, Market, and Industry metrics, facilitate informed decision-making in transactions. |
| Can DealFlow VMS cater to customized marketing reports? |
Yes, the solution allows the publication of unlimited versions and editions of marketing and project reports tailored to align precisely with your business branding specifications, offering flexibility and customization in presenting information to stakeholders. |
| What distinguishes DealFlow VMS in terms of analysis and advocacy? |
DealFlow VMS distinguishes itself by focusing on two distinct elements: analysis and advocacy. It equips Business Intermediaries with the tools to conduct in-depth analysis using sound valuation principles, generating forecasts and assessing the risk of achieving those forecasts. Additionally, it enables Business Intermediaries to advocate effectively by sharing information in a reader-friendly format that connects with the data, ensuring that the narrative is both informative and useful for the audience. |
| What kind of data does DealFlow VMS integrate for analysis? |
DealFlow VMS integrates Direct Market Data from PeerComps and utilizes classic ratio analysis via RMA eStatement Studies based on over 800 NAICS industry codes. This integration enables thorough assessment and judgment about a business's performance and value, facilitating the development of business value using methods such as the Market Approach, Direct Market Data Method (with support for Comparable Transaction Method), and more. |
| What makes PeerComps a valuable resource for small business transaction data? |
PeerComps stands out as a single, clean, and consistent source of small business transaction data. It offers users the most comprehensive and reliable information for analyzing and understanding small business transactions. By integrating this extensive database, DealFlow VMS ensures that users have access to high-quality transaction data to support their decision-making processes and comparative analysis within the small business market segment. |
| What is the RMA financial analysis tool integrated into DealFlow VMS? |
DealFlow VMS integrates the professional-level financial analysis tool from the Risk Management Association (RMA). This tool is the online version of the Annual Statement Studies utilized by banks, consultants, and business professionals. It draws data from financial statements, offering users benchmarks across industries, aiding in performance and ratio analysis for comparing a Subject Company's financials with industry averages filtered by the 6-digit NAICS code, Region (business location), and Sales (revenue) size. |
| What is the cost of standalone subscription for PeerComps? |
The standalone subscription cost for PeerComps is $350 per user annually when acquired directly from www.peercomps.com. However, within DealFlow VMS, this resource is included at no additional cost. Users can access this invaluable source of small business transaction data seamlessly as part of the platform's functionalities, eliminating the need for separate subscriptions or expenses. |
| What is the cost of standalone subscription for the RMA eStatement Studies? |
The standalone subscription cost for the RMA eStatement Studies is $720 per user annually when obtained directly from www.rmahq.org. However, this resource is included at no additional cost within DealFlow VMS, providing users with access to this professional-level financial analysis tool as part of the platform's features and capabilities. |
| In what way does the solution minimize reliance on external vendors? |
By encompassing valuation and marketing material creation capabilities within the platform, it reduces the need for external vendors. Brokers can produce valuation reports and marketing materials without outsourcing, enhancing control, saving costs, and expediting the deal-making process. |
| How does DealFlow VMS facilitate access to the platform? |
DealFlow Cloud VMS offers users the flexibility to access the platform from any internet-connected device. Its cloud-native approach eliminates complex installations, allowing for real-time collaboration among team members, ensuring seamless access and collaboration regardless of location or device. |
| How does DealFlow VMS incorporate valuation principles? |
DealFlow VMS incorporates theoretically sound valuation principles by utilizing historical performance data to forecast future earnings. It combines data-driven analysis and judgment to determine the likeliness or risk of achieving these forecasts, ensuring a comprehensive understanding of the business's value. This integration enables Business Intermediaries to conduct a robust and informed analysis, enhancing the accuracy of valuation assessments. |
| How does DealFlow VMS manage the integration of valuation and marketing? |
DealFlow VMS stands out by seamlessly integrating valuation and marketing resources. It shares the performance/value approach to valuation and offers a suite of published marketing materials that are rooted in and supported by the analysis. This integrated approach allows for the development of value while managing the flow of information, ensuring a comprehensive and cohesive solution for users involved in valuation and deal-making processes. |
| How does DealFlow VMS prioritize security and reliability? |
DealFlow Cloud VMS prioritizes security by employing industry-standard encryption protocols like JWT token encryption to safeguard sensitive data. Regular security audits and updates are conducted to ensure data protection. Additionally, the platform is scalable, ensuring reliable performance as deal management requirements expand, with dedicated uptime and support for users. |
| How does DealFlow VMS support knowledge development for Broker Advisors? |
DealFlow VMS provides a Knowledge Base that equips Broker Advisors to produce sample report packages using non-confidential data sourced from the RMA eStatement Studies and BizProValue proprietary data. These sample report packages offer valuable insights, “call-prep” questions, and Industry and Company-level insights, aiding Broker Advisors in gaining knowledge and insights about prospective Sellers' businesses. This feature is beneficial for both new and established Business Brokers seeking efficiencies and knowledge enhancement in their respective markets. |
| How does DealFlow VMS support the assessment of business value? |
The Value Canvas™ within DealFlow VMS assists in conducting the eLink Seller Questionnaire, identifying the Four Factors of Business Value™. It facilitates completion of the SWOT Analysis and Business Summary, offering a structured approach to understanding and assessing business value. Additionally, it supports methodologies like the Direct Market Data Method and Comparable Transaction Method for determining the Most Probable Selling Price. |
| How does the solution manage team access and responsibilities? |
It enables the construction of value within franchises by providing controlled access to team members based on their role responsibilities. Access privileges, such as administration, selling, or closing tasks, can be assigned, ensuring a structured and secure environment for collaboration within the platform. |
| How was DealFlow VMS developed into a cloud service? |
BizProValue engaged a globally recognized Fintech Software Development and premier Custom Accounting Integration Company to enhance DealFlow VMS into a cloud service. This strategic partnership aimed to ensure wide-spread usefulness and scalability, allowing the platform to evolve into a cloud-based solution accessible to users regardless of geographical location, fostering accessibility and scalability. |
| What kind of data do Business Brokers need to collect? |
Business Brokers typically gather financial data from various sources such as tax returns and financial statements to comprehensively assess the financial health and performance of a business. |
| What kind of support and training does DealFlow VMS offer? |
DealFlow VMS provides comprehensive user guides, tutorials, and customer support to assist users in maximizing the platform's potential. This dedicated support ensures that users can effectively utilize the platform's features, enhancing their overall experience and proficiency with the system. |
| Who developed the DealFlow Value Management Solution? |
The DealFlow Value Management Solution was developed by Rainier Business Intelligence, also known as BizProValue, and its founder Raymond Skaug, MBA, CVA. Mr. Skaug's extensive professional background includes experience in business ownership, higher education, banking, and valuation services, providing a solid foundation for the creation of DealFlow VMS. |
| Why is there a predicted increase in small business transactions? |
An increasing number of small businesses are expected to be bought and sold in the next decade due to various factors such as generational shifts, changing market dynamics, and evolving business landscapes. |
| Who developed the DealFlow Value Management Solution? |
The DealFlow Value Management Solution was developed by Rainier Business Intelligence, also known as BizProValue, and its founder Raymond Skaug, MBA, CVA. Mr. Skaug's extensive professional background includes experience in business ownership, higher education, banking, and valuation services, providing a solid foundation for the creation of DealFlow VMS. |
| Why is there a predicted increase in small business transactions? |
An increasing number of small businesses are expected to be bought and sold in the next decade due to various factors such as generational shifts, changing market dynamics, and evolving business landscapes. |
