Every entrepreneur dreams of building a successful business, whether to leave a legacy or to receive an attractive purchase offer. However, answering the question “how much is my business worth?” can be challenging without clear, structured data to support that valuation.
Every entrepreneur dreams of building a successful business, whether to leave a legacy or to receive an attractive purchase offer. However, answering the question “how much is my business worth?” can be challenging without clear, structured data to support that valuation.
A Cora client faced this dilemma: although their company showed promising growth, it lacked a solid structure of key performance indicators (KPIs) that reflected the health of the business. This made it difficult to justify the company’s value to potential buyers or investors, limiting their ability to negotiate from a strong position.
Cora worked with the client to design and implement a strategic portfolio of KPIs that provided visibility, transparency, and a solid foundation to maximize business value. The approach included:
We designed a comprehensive system to monitor daily operations and critical business variables. This allowed the client to identify key areas that directly impacted profitability and sustainability.
We created a structured record documenting the growth, strengths, and challenges faced since the early days of the business. This history not only showed consistency but also helped project future trends with greater accuracy.
We determined key metrics such as gross margin, EBITDA (earnings before interest, taxes, depreciation, and amortization), and customer retention rate, which reflected the true potential of the business at strategic moments such as investor negotiations or sales.
“Before working with Cora, we had the feeling that our business was worth more than we could demonstrate. Now, with structured KPIs, we can confidently justify the value we always knew we had”
– General Director
We implemented a dynamic system based on Cora’s multi-value formula, which allowed the client to evaluate operational efficiencies, measure strategic compliance, and optimize value generation over time.
Thanks to Cora’s strategic intervention, the client achieved transformative results for their business. The implementation of customer retention rate tracking revealed that improving this indicator by just 5% increased the business valuation by more than 20%, providing clear strategic direction. This was just one of several significant impacts:
: For the first time, the client could justify their company’s value with concrete data and clear trends backed by strategic KPIs. This allowed them to negotiate confidently with potential buyers and investors.
: The implementation of KPIs significantly improved tracking in critical areas such as operating costs and customer satisfaction, optimizing resources and reducing operational risks.
: The structured presentation of information increased confidence in the sustainability and scalability of the business, positioning it as an attractive opportunity in the market.
: Decisions stopped being based on assumptions and became founded on solid data, allowing strategies to be adjusted in real time to maximize results.
This case demonstrates that KPIs are not just numbers; they are strategic tools that transform how a business is perceived and operated. The operational transparency they provide allows for identifying critical areas to optimize resources and improve processes, while indicators such as gross margin or free cash flow are essential for evaluating financial health and making informed decisions.
Structured data generates credibility with buyers and investors, a fundamental element in any negotiation. Additionally, well-implemented KPIs help project future trends and identify key opportunities for sustainable growth.
Without clear and structured data, it is difficult to justify the real value of a company to potential buyers or investors. This case demonstrates how well-designed KPIs not only provide clarity about the health of the business but also prepare entrepreneurs to negotiate from an informed and strategic position.
With Cora as a strategic partner, companies can transform their challenges into tangible opportunities, maximizing their business value while building a sustainable legacy.
Are you facing similar challenges in determining or justifying the value of your business? Contact us today to discover how Cora can help you implement strategic KPIs that will transform the perception and real value of your company.