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Strategy, Value Creation & Analytics

Guidance for companies and investors throughout the business lifecycle.

Focusing on your goal of maximizing value

As a business owner, manager, or investor, your main goal is to maximize value, whether facing the need to improve performance, transform the business for the next phase of growth, or evaluate a potential acquisition. These are defining moments—where business advice and guidance must be reliable, strategic, and rooted in sound data.

Our team can help. We bring thoughtful analysis, strategic thinking, deep subject matter expertise, and advanced data analytics to the table. We help companies improve or turn around their performance, develop or refresh their growth strategy, or prepare for a potential future sale.

We take an owner's mindset and a hands-on approach to assist our clients with navigating urgent and critical situations. We dig deep to find opportunities for improvement and implement strategies to achieve goals. Our experienced team has a proven record of helping clients increase revenue and margins, reduce costs, optimize working capital, improve cash flow, and maximize M&A deal value.


Common triggers for our services

  • Decline in revenue or margins
  • Increase in costs
  • Desire to accelerate growth
  • Enterprise-wide operational issues
  • Market disruption and changing business landscape
  • Product or service portfolio expansion
  • New market entry

  • Commercial diligence: validation of a target's revenue, growth, and margin sustainability 
  • Operational diligence: improved understanding of operational issues, risks, and opportunities including facility or shop floor operations
  • Synergy quantification, planning, and execution
  • Integration or separation planning and execution
  • M&A playbook development for future transactions
  • Pre-divestiture value creation 

  • Leverage data-based decision-making to transform into a data-driven organization
  • Performance and profitability analytics
  • Modernize business reporting and analytics capabilities
  • Automation of financial modelling & reporting processes
  • Custom business analytics solution development 

For businesses, typical triggers include capacity shortfalls or threats, declines in margins, expansion opportunities, and enterprise-wide operational issues.

For investors, typical triggers fall into the pre-deal and post-deal stages:

  • Pre-deal can include uncertainty about a target's capital expenditure (CapEx) requirements, identification of operational conditions, in particular, operational threats, and potential carve out identification.
  • Post-deal can include a requirement for optimization of acquisition operations, the need for development of operational integration strategies, carve-out identification, and underperforming portfolio.

Featured insights and offerings for Strategy, Value Creation & Analytics

Resources to support your business

Unlock the profitable core of your business using 80/20 Profitability Analytics

The well-known 80/20 rule states that 80% of your profitability comes from 20% of your customers and products. Discover how our 80/20 Profitability Analytics approach can help you pinpoint that high-value 20%.

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How businesses can mitigate inflation risks

Inflation is on the rise and your business should be exploring options to mitigate the risks of rising inflation. While there is no easy answer, there are strategic initiatives you should consider to help strengthen and streamline your operations and protect your business.

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Top 10 growth & profitability disruptors in 2023

For the second year in a row, our experts identify the top 10 disruptive forces that will impact business growth and profitability in the year ahead.

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Helping mid-market business owners exit right

Preparing to sell your business comes with many daunting, even complex, planning decisions. ExitRight will help you manage the challenges and opportunities during your business transition and sale.

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How to refocus your business and drive operational excellence

In an uncertain economy, detailed insight into the profitable core of your business is mission critical, especially for manufacturers. Learn how to take a data-driven approach to uncover practical, actionable opportunities that can help you refocus your business, optimize your operations and increase your profit by 10 to 30%. 

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Our Strategy, Value Creation & Analytics services are in your industry

Reliable information and guidance to manage evolving regulations, new business models, and emerging technology trends to stay ahead of the curve.

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Helping your business meet high consumer expectations and growing demands for convenience while still reducing costs and boosting profit.

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Applying innovation—including data analytics, machine learning, and robotics—to help your manufacturing business prioritize and tackle the demanding challenges and key concerns.

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Technology continues to change the way you operate your business. Exploring solutions—including integrating cloud software, automation, implementing cybersecurity solutions, harnessing data for business decisions, and innovating your employee experience—requires trusted guidance. Our experienced team is focused on helping you unlock innovation for growth and success.

Our Deal Advisory professionals provide tailored guidance and support to companies striving to grow through mergers, acquisitions, and other corporate transactions. From identifying opportunities to enhancing deal value, our team works with you every step of the way to help facilitate a smooth transaction. We evaluate your needs, counsel on available options, and deploy customized solutions to meet your specific business goals.

Navigating a major business transition can be difficult. Our experienced professionals provide comprehensive counsel to help you find the right path forward for you, your organization, and those who depend on it. BDO's Licensed Insolvency Trustees recognize the financial strain of debt and are here to provide you with personalized guidance on a range of solutions toward debt relief.

Our Strategy, Value Creation & Analytics services support the stage your business is in

Growth strategies designed to match your business model, your goals, and your expectations.

Grow, expand & acquire

Maximize efficiency and performance of existing systems, processes, and people for greater financial growth.

Perform, assess & optimize

Seamlessly transition your enterprise through three critical stages: succession planning, valuation optimization, and a strategic transaction.

Exit, transition & sell

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