Want to know exactly where your firm sits on the valuation range — and what's pulling it down?
We'll audit your marketing infrastructure, attribution, intake, and brand against what PE actually underwrites.
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Two firms. Same revenue. The gap between multiples is never the revenue — it’s these 7 things.
Lost on bookkeeping alone — a 2-turn discount on $5M EBITDA from cash basis books.
Every valuation killer in this video is fixable within 12 months if you start today.
WHAT THIS MASTERCLASS COVERS
If you are a PI firm owner thinking about an exit in the next three to five years, the number in your head — the one you expect to sell for — is almost certainly wrong. Not because your firm isn’t valuable. Because private equity does not buy revenue. They buy infrastructure. Clean financials, brand equity that exists independently of the founder, marketing attribution that survives diligence, owned channels that don’t disappear when you stop running ads, diversified case sources with no single channel above 25%, intake conversion rates that hold up under scrutiny, and a forward pipeline model that lets a buyer underwrite future cash flows with confidence. Two firms doing identical revenue can produce multiples that are $35 million apart. The difference is never the cases. It is always these seven things.
This video covers all 7 law firm valuation killers that private equity finds in the first two hours of diligence — with a specific 12-month fix for every single one. From moving to GAAP accrual accounting with monthly closes, to building a brand that can run without you for 90 days, to building the attribution stack that produces two years of clean cost-per-signed-case data by channel. PE offers only move in one direction when you are unprepared — and that direction is down. The firms that fix these in the 12–24 months before a buyer calls consistently receive top-of-range multiples. This video shows you exactly how to be one of them.
This is called key man risk and it is one of the most common valuation killers in PI firms doing $10M–$50M. The fix is not hiring someone to replace you. It is building a brand, a creative system, and a marketing infrastructure that exists independently of your face. Start featuring other attorneys in your content. Hire a CMO or marketing director who owns the strategy. Document every process that currently lives in your head. Then go away for two weeks with no phone and no email — and whatever breaks is exactly what PE will discount.
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