As the Director of Transaction Advisory at Strategic Wealth Partners (SWP), Chris Wagner helps his business owner clients monetize the values of their privately held businesses through successful exit strategies. 

Chris works with business owners across a number of industries, from software to manufacturing to healthcare, whose businesses range in value from $2M to over $50M. And while some of his clients want to transition their businesses to the next generation, the majority are looking to sell to a third party. 

But most, Chris explains, have never sold a business before, so they’re brand new to business valuation multiples, terminology and estimates. 

Chris runs BizEquity valuations alongside DCF and LBO analyses, and uses BizEquity’s 29-page report, which includes four estimates of value, 12 key performance indicators (KPIs), and concise explanations of each, to help guide conversations around value with his clients. 

“When I produce that report, especially for someone who’s new to the process, it’s easy for me to help them understand what the numbers mean,” Chris explained.

When Chris presents the BizEquity report to his clients, the KPIs they find the most helpful are often Receivables Conversion, Inventory to Income, Fixed Assets to Income and Total Debt to Income.

"BizEquity allows me to have a dynamic conversation with my clients that isn’t confusing,” he said. “Without the report, it would take a lot more time for me to present the information.”

BizEquity KPIs Creating Better Conversations

Receivables Conversion: Indicates the number of days it takes for a company to collect its accounts receivable. 

Inventory to Income: Illustrates the importance of inventory holdings to company profitability. 

Fixed Assets to Income: Provides insight into the firm’s profitability relative to its stock of fixed assets.

Total Debt to Income: Shows the relationship between total company obligations at a given point in time, including short- and long-term debt, and ongoing profit performance.

About Chris Wagner and Strategic Wealth Partners

Over the course of his career, Chris has advised clients through initial public offerings, follow-on equity offerings, acquisitions, divestitures, recapitalizations, ESOPs, private placements of debt and equity, fairness opinions, and valuations. 

As Director of Transaction Advisory at Strategic Wealth Partners, Chris brings over 25 years of investment banking experience in his role advising entrepreneurs, enhancing business value and sellability, and executing business sales to obtain maximum liquidity for retirement or the next chapter in an owner’s professional life.