You built something valuable. Now let's make sure you can prove it.

Find Out What Your Business Is Actually Worth — And What It Could Be

Most business valuations look backward. They take your historical earnings, apply a multiple, and hand you a number that tells you where you've been.

The Listed Assessment starts somewhere different: with where you're going.

We build your historical financial model, run a full discounted cash flow analysis, and establish your per-share intrinsic value using forward-looking projections and a terminal cap rate selected for your industry, your size, and current market conditions. Then we deliver a complete metrics dashboard — the same investor-grade analytics used to evaluate publicly traded companies — applied to your business.

You'll walk away knowing your number. Not a backward-looking estimate. A forward-looking statement about what you're building and what it's worth today.

What you receive:

• Complete historical financial model
• 5-year DCF valuation with bear, base, and bull scenarios
• Per-share intrinsic value and equity value bridge
• Full investor-grade metrics dashboard (EPS, ROIC, FCF, TSR, EV/EBITDA, and more)
• Written findings memo with key observations and value drivers
• Your official Listed per-share price

This is the starting point. Most clients describe the Assessment as the clearest view they've ever had of their own business. Many continue into ongoing advisory after seeing what the numbers reveal.

Fixed-fee engagement. Defined scope, defined deliverable.

Run Your Business Like It's Already Public

Public companies don't just report once and move on. They track their metrics every quarter, measure performance against their targets, update their guidance, and hold themselves accountable to the story they've told about where they're going.

That discipline is exactly what Listed Ongoing brings to your business.

Each quarter, we update your model with actual results, refresh your per-share price, track your key metrics against your targets, and deliver a one-page investor-style quarterly update — the kind of clear, concise performance summary that every public company CEO lives by.

You also get a strategic advisory call each quarter to talk through what the numbers are telling you, where you're ahead of plan, where you're behind, and what decisions deserve your attention.

What's included each quarter:

• Model update with actual financials
• Refreshed per-share stock price
• Metrics tracking against targets
• One-page investor-style quarterly performance update
• One strategic advisory call

This is how you build the track record that commands a premium valuation. Not by hoping the numbers look good when someone makes an offer — but by knowing them, managing to them, and proving them over time.

Monthly retainer. Annual commitment.

Your Most Trusted Strategic Advisor — Across Every Dimension of Value

This is the comprehensive relationship for business owners who are serious about building something that will fund their financial independence — and want a partner in every room where that happens.

The Full Engagement combines everything in Listed Ongoing with the strategic advisory work that moves your business forward on all fronts: your board, your exit readiness, your leadership structure, and your path from owner-operator to owner-investor.

We work directly with you, quarter over quarter, on the full picture — not just the numbers, but the decisions, the structure, and the accountability that turns a valuable business into a transferable one.

What's included:

• Everything in Listed Ongoing (quarterly model, per-share price, metrics, advisory call)
• Advisory board design — structure, charter, member selection, and facilitation
• Michele or GPIP team member seat on your advisory board as your financial and valuation voice
• Exit readiness planning — identifying value gaps and building toward the buyer's math
• Owner-investor transition work — the systems, reporting rhythms, and governance that make the business run without you

This engagement is built for owners who want to operate like a listed company in every meaningful way — with the rigor of public markets and the flexibility of private ownership.

Monthly retainer. Annual commitment. Limited availability.

One or Two Days That Change How You See Your Business Forever

Sometimes you don't need a long engagement. You need a focused, intensive session that cuts through everything and gets the work done.

The Listed Intensive is a one-to-two day working session — with you and your leadership team — where we install the full Listed framework together. We build your forecast, set your stock price target, establish your key metrics, and leave you with a 90-day action plan tied directly to moving your per-share value.

This isn't a presentation or a workshop. It's real work, done in real time, with your actual numbers.

Many owners describe the Intensive as the single most clarifying thing they've ever done for their business. When you can see your entire company distilled into one number — and understand exactly what drives it up or down — everything else becomes easier to prioritize.

What happens during the Intensive:

• Build your financial forecast together with your leadership team
• Establish your per-share stock price and official Listed valuation
• Define your 3–5 key value drivers and how to measure them
• Set your 1-year and 3-year stock price targets
• Walk out with a 90-day action plan tied to value creation

Ideal as a standalone deep-dive or as a follow-on to the Listed Assessment.

Fixed-fee. One to two days, in-person or virtual.

The Financial Voice Your Board Is Missing

Most advisory boards are good at industry expertise. Strategy. Relationships. What they're usually missing is someone who can translate everything being discussed into its impact on business value — someone who thinks like a buyer, talks like an investor, and holds the room accountable to the number that matters most.

That's the seat the GPIP team fills.

As an advisory board member, Michele and her team bring the Go Public in Private lens to every conversation: How does this decision affect the per-share price? What does this look like to a future buyer? Are we building toward the exit we want, or drifting away from it?

This isn't oversight. It's the kind of challenge that makes decisions sharper and strategy stronger — the same challenge public company boards provide, without any of the governance burden.

What's included:

• Quarterly advisory board meeting participation
• Pre-read review and preparation before each meeting
• Between-meeting availability for time-sensitive questions
• Ongoing valuation and investor-lens perspective on major decisions

You chose to have an advisory board because you wanted better thinking in the room. This makes the thinking better.

Quarterly engagement. Available for a limited number of boards.

Don't Wait Until Someone Makes You an Offer to Find Out What You're Missing

Here's the reality most business owners don't want to face: if a sophisticated buyer walked in tomorrow with a serious offer, they would find things in your business that would reduce that number. Systems that aren't documented. Customer concentration you haven't addressed. Revenue that depends on you personally. Financial reporting that doesn't tell the story your business deserves.

The Exit Readiness Audit finds those things first — before the buyer does.

We run your business through the same due diligence lens a sophisticated acquirer or private equity firm would use. We identify the gaps, quantify their valuation impact, and deliver a prioritized action plan that tells you exactly what to fix, in what order, to maximize what someone will pay you.

You don't have to be planning to sell tomorrow. In fact, the best time to do this is 2–5 years before you want to exit — when there's still time to close the gaps and build the proof that commands a premium.

What you receive:

• Full due diligence assessment against sophisticated buyer standards
• Identification of value gaps with estimated valuation impact
• Prioritized action plan — what to fix, in what order
• Guidance on which improvements move the number most

The business owners who capture premium valuations at exit didn't get lucky. They knew what buyers look for and built toward it on purpose.

Fixed-fee engagement.