Pre-Sale Business Intelligence Package
For Merchants
Overview
Thinking about selling your DTC or subscription business? Get the insights you need to maximize your business value before you list. Finsi's Pre-Sale Business Intelligence Package helps you identify and fix revenue leaks, optimize unit economics, and increase your business valuation by 20-40%.
Why Prepare Before Listing?
The Valuation Gap
Most DTC and subscription businesses leave 20-40% of potential value on the table when they sell because they don't understand or address critical metrics that buyers scrutinize.
Common Value Killers
- High Churn Rates: Even a 2% monthly churn difference can impact valuation by 30%
- Poor Unit Economics: Negative or unclear CAC to LTV ratios scare off buyers
- Revenue Leaks: Failed payments and billing issues reduce true revenue
- Data Gaps: Missing or inaccurate metrics create uncertainty and lower offers
What's Included
Comprehensive Business Analysis
Financial Health Assessment
- Revenue Quality Analysis: Recurring vs one-time revenue breakdown
- True Margin Calculation: Including all costs (COGS, shipping, returns, etc.)
- Cash Flow Projection: 12-month forward-looking cash flow model
- Profitability by Channel: Identify your most and least profitable channels
Customer Analytics
- Cohort Analysis: LTV trends by customer acquisition month
- Retention Metrics: Churn rates, retention curves, and reactivation rates
- Customer Segmentation: Identify your most valuable customer segments
- Purchase Behavior: AOV, purchase frequency, and cross-sell patterns
Marketing Efficiency
- CAC by Channel: True customer acquisition costs including platform fees
- ROAS Analysis: Return on ad spend across all marketing channels
- Attribution Modeling: Multi-touch attribution for accurate channel performance
- Marketing Mix Optimization: Recommended budget allocation for maximum efficiency
Actionable Improvement Plan
Revenue Optimization Opportunities
- Fix payment failures and billing issues
- Reduce involuntary churn
- Implement win-back campaigns
- Optimize pricing and packaging
Operational Improvements
- Streamline fulfillment processes
- Reduce customer support costs
- Automate manual workflows
- Improve inventory management
Growth Acceleration
- Scale high-performing channels
- Launch retention programs
- Implement upsell and cross-sell strategies
- Optimize customer onboarding
Pre-Sale Valuation Report
What Buyers Want to See:
- Clean, verified financial data
- Sustainable unit economics
- Predictable revenue streams
- Growth opportunities
Your Comprehensive Report Includes:
- Current business valuation range
- Comparison to industry benchmarks
- List of value-increasing improvements
- Projected valuation increase
- Timeline to implementation
Timeline & Process
Week 1-2: Integration & Data Collection
- Connect your business platforms (Shopify, Recharge, Klaviyo, etc.)
- Historical data analysis (minimum 12 months)
- Initial metrics assessment
Week 3-4: Analysis & Strategy
- Deep dive into unit economics
- Identify improvement opportunities
- Develop action plan
- Create valuation report
Month 2-6: Implementation Support
- Weekly check-ins and strategy calls
- Performance monitoring
- Metric optimization
- Prepare for due diligence
Success Stories
Case Study: Subscription Box Company
Challenge: 8% monthly churn, unclear LTV metrics, disorganized financials
Results After 3 Months:
- Reduced churn to 4.5%
- Increased LTV by 45%
- Improved valuation by 35%
- Sold for 6.2x revenue (industry average: 4.5x)
Case Study: DTC Beauty Brand
Challenge: High CAC, low repeat purchase rate, inconsistent profitability
Results After 4 Months:
- Reduced CAC by 30%
- Increased repeat purchase rate from 22% to 38%
- Improved gross margin by 12%
- Sold for 4.8x revenue (up from projected 3.2x)
Investment & ROI
Package Pricing
Pre-Sale Intelligence Package: Starting at $5,000/month
Included:
- Comprehensive business analysis
- Weekly strategy calls
- Action plan implementation
- 6-month support period
- Pre-sale valuation report
Expected ROI
Based on client data:
- Average valuation increase: 20-40%
- Average time to sale: 30% faster
- ROI: 10-20x on package investment
Example:
- Business projected to sell for $2M
- After 4-month preparation: sells for $2.6M
- Investment: $20K | Value increase: $600K
- ROI: 30x
Who Should Use This?
Ideal Candidates
- DTC or subscription businesses doing $1M+ in annual revenue
- Planning to sell within 6-12 months
- Want to maximize business value
- Need to clean up metrics and operations
Not Ready Yet?
If you're doing under $1M in revenue or not planning to sell within 12 months, consider our standard Growth plan to build a strong foundation first.
Get Started
Ready to maximize your business value before you sell?
Schedule a consultation to discuss your business and get a preliminary assessment.
