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ChurchillTerry
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Expertise

Valuations & Investor Materials

Clean valuations, pitch decks, and lender packages designed to translate performance into committed capital.

Overview

At some point every owner needs a defensible answer to what the business is worth, and a way to explain it to someone who does not live inside it. ChurchillTerry prepares valuations and the materials that go with them — lender packages, investor presentations, diligence-ready financials — so the story a third party hears matches the business you actually run.

This work draws on decades of valuation experience across operating businesses, real property and complex family holdings, and on our own experience sitting on the other side of the table as investors and operators.

Money

What we do

Business valuation
Valuation analysis for planning, ownership transitions, buy-sell agreements, estates and negotiations.
Investor presentations
Decks and supporting models that present the opportunity, the numbers and the risks in the form investors expect.
Lender packages
Reporting packages, projections and supporting schedules that answer a credit committee's questions in advance.
Diligence readiness
Organising financial records, contracts and schedules so diligence does not stall the process or shake confidence.
Quality of information review
An internal look at how your numbers will hold up under outside scrutiny, and what to correct first.
Negotiation support
Working alongside owners in conversations with buyers, lenders and investors, in the room or behind it.

Engagement

Typical engagement models

  • Valuation engagementA defined analysis and report for a specific purpose and date.
  • Raise preparationA package of valuation, materials and financial preparation ahead of a capital raise or refinance.
  • Ongoing advisoryPeriodic updates as the business grows, ownership changes or the market moves.

(Engagement scope, hours, and pricing are defined in the Statement of Work.)

Our approach

Our approach — three focused phases

  1. Phase 1

    Understand the purpose

    Who the audience is and what decision the work supports determines the method and the level of rigour.

  2. Phase 2

    Analyse

    Normalise the financials, test the drivers, apply appropriate methods and document the assumptions behind the number.

  3. Phase 3

    Present and defend

    Deliver the materials, walk your team through them, and stand behind the analysis in conversations with third parties.

Fit

Who this is for

  • Owners weighing a sale, a buy-in, a buy-out or an ownership transition.
  • Companies raising equity, refinancing or approaching a new lender.
  • Families and partnerships needing a single, comprehensive view across mixed holdings.

Client Success

Comprehensive Valuation Across a Complex Multi-Asset Family Estate

With estate planning decisions ahead, the Mianabi family needed one comprehensive valuation spanning operating businesses, real property, a hotel and personal property.

Learn more

FAQ

Here’s the Facts

Is this a certified appraisal?
We provide valuation analysis for business decision-making. Where a specific certified appraisal is required for a legal or regulatory purpose, we will tell you and help you engage the right specialist.
How long does a valuation take?
Straightforward operating businesses usually take a few weeks. Multi-entity or mixed-asset holdings take longer, largely depending on how organised the records are.
Do you broker the transaction?
No. We broker neither businesses nor funding, but we can help with both and will introduce you to people who do.

Money

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Contact Us

Get the Support You Need

Tell us where your company is in its lifecycle and what’s keeping you up at night. One of us will run point and come back with a clear plan.

I need help with

Confidential. We’ll respond within one business day.

Located in Dallas-Fort Worth, TX

5068 W Plano Pkwy Ste 202
Plano, TX 75068

972-361-0110