VALUEATION-MT® Advisory for $1M+ Service Businesses

Improve profit, cash flow clarity, and business value with plain-English financial decision support.

BOOK YOUR APPOINTMENTAdvisory only. No tax or compliance work.

The VALUEATION-MT® Difference: Building Business Value at Every Stage

At Marie Torossian, we don’t just “review the numbers”—we use a structured framework to help you improve profit, cash flow clarity, and business value.

VALUEATION-MT® is designed for $1M+ service businesses that want CFO-level decision support in plain English: what’s working, what’s risky, and what to do next.

Choose the Support You Need

Start with a one-time assessment, continue with monthly advisory, or explore a select acquisition/value review.

Option 1: VALUEATION-MT®

Assessment (One-Time)

Focused review of profit, cash flow, and value drivers → clear 90-day priorities.

Option 2: Ongoing VALUEATION-MT®

Advisory (Monthly)

Monthly decision support to execute the plan, track progress, and stay ahead of cash flow.

Option 3: Acquisition & Value

Review (Select Opportunities)

VALUEATION-MT® lens for strategic transactions—cash flow, risk, and value drivers.

BOOK YOUR APPOINTMENTAdvisory only. No tax or compliance work.

How VALUEATION-MT® Maximizes Your Business Value

12-step graphic alt: “VALUEATION-MT framework for business value, profitability, and cash flow

Our registered 12-step methodology addresses the critical areas that determine business value, profitability, and scalability:

Financial Foundation (Steps 1-3)

Valuate Business: Understand your current business value and key value drivers.

Assess Financial Accuracy: Ensure accurate, decision-ready financials buyers and lenders trust

Leverage Cash Flow: Implement cash flow forecasting and management. systems that fund growth without external capital.

Strategic Optimization (Steps 4-6)

Use Menu Pricing Strategies: Shift from cost-plus to value-based pricing that improves margins.

Establish Policies and Procedures: Document systems and controls that reduce risk and increase transferability.

Analyze Financial Data: Implement KPI dashboards and real-time reporting for data-driven decision making.

Profit & Efficiency (Steps 7-9)

Trim Unnecessary Costs: Identify and eliminate waste without sacrificing quality or growth.

Increase Profit Drivers: Focus resources on high-margin services and clients.

Operate Efficiently: Streamline operations and improve productivity metrics.

Growth & Wealth Building (Steps 10-12)

Follow Structured Growth Map: Create and execute a strategic roadmap from current state to growth goals.

Monitor Success: Track progress against financial forecasts and adjust strategy in real-time.

Transform Personal and Business Wealth: Build enterprise value that funds your desired lifestyle and eventual exit.

Why This Matters for $1M+ Service Businesses

Most growing service businesses hit the same wall: revenue rises, but clarity doesn’t.:

Growth without clarity: Revenue is increasing, but profit margins are unclear.

Decision paralysis: "Can we afford this hire? This expansion? This acquisition?"

Reactive vs. proactive: Fighting fires instead of executing strategy.

No exit readiness: Building a business that depends entirely on the owner.

VALUEATION-MT® solves these challenges systematically, creating businesses that are:

More profitable (through pricing optimization and cost management).

More scalable (through documented systems and financial controls).

More valuable (through strategic growth planning and operational efficiency).

More sellable (through financial accuracy and reduced owner dependency).

Whether You're Growing or Preparing to Exit

VALUEATION-MT® works at every stage:

Active Growth Phase: Building the financial foundation and systems to scale.

Optimization Phase: Maximizing profitability and operational efficiency.

Pre-Exit Phase: Preparing your business for maximum valuation and smooth transition (whether voluntary or involuntary.)

The methodology is the same—the focus adjusts based on your goals.

What’s Included in VALUEATION-MT® Advisory

Strategic CFO Advisory

Monthly financial analysis and strategic planning calls
Cash flow forecasting and scenario modeling.
Growth planning and profitability optimization.
KPI dashboard and real-time reporting.
People planning and hiring decision support.
Pricing strategy and margin improvement.
Exit planning and business valuation guidance.

BOOK YOUR APPOINTMENTAdvisory-only for $1M+ service businesses.

Case Studies

Here are some of the projects we've worked on with our clients.

Cashflow Forecasting

A corporate gifting company struggling with erratic cash flow engaged our services to implement a robust cash flow forecasting system. By analyzing historical data and market trends, we deployed a dynamic forecasting model that provided real-time insights into their cash position. This enabled the startup to make informed financial decisions, avoid liquidity crises, and strategically allocate resources, resulting in a 30% improvement in cash flow stability within six months. The company now operates in multiple states.

Acquisitions & Mergers Prepartion

An investor sought our expertise for an Aquisition of chiropractic practices all over the US. We conducted thorough due diligence of the company's financial records and supporting documentation, provided a business valuation estimate with 13 financial KPIs! Our strategic advisory and hands-on support facilitated a smooth transition and easy decision making for the investor.

Our Clients Reviews

We are ecstatic about the satisfaction of our clients and the glowing 5-star reviews they generously provide. Nothing brings us more joy than knowing we have exceeded their expectations and helped them achieve their financial goals.

Each positive review serves as a testament to our unwavering commitment to delivering exceptional service, personalized attention, and tangible results. We are deeply grateful for the trust our clients place in us and remain dedicated to continuing to provide the highest level of expertise and support for years to come.

Pat DePirro

Corporate Gifting

Marie was a tremendous asset to BirdieBox. She took over our books to move us toward GAAP standards. She also provided invaluable insight and helped us find our controller. She is a gem in every sense of the word. Highly recommend her!

Mike Ryan

Automation and CRM workflow tech Company

Marie is an amazing "CFO" and has a fantastic team to round out your accounting and bookkeeping function! She is thorough and experienced in all facets of accounting and finance. Her audit skills are an added bonus as she looks at your business through that lens as well. The Marie Torossian Team have become a strategic asset, and I am glad to have them working with us.

Joshua Honcoop

Honcoop Natural Pet Food

Marie played a key role in providing me with the tools necessary to starting my business. With her advice, connections and knowledge, Honcoop Natural Pet Food was founded, and I am forever grateful. I don't believe I could've done it without her. Marie continues to provide the business with expert, affordable services and I can't say how amazing it's been working with her and her staff. Thank you, Marie! I look forward to continued success in 2023. 10X!