Find Your Financial North Star
At AVL, we know that no two businesses grow the same way—but every founder needs the same thing: clarity. That’s why we start every new engagement with a Business Evaluation. In just two weeks, our team delivers deep insights that help founders move from reactive to proactive, from scattered to strategic. It’s not just a checklist—it’s a recalibration toward your company’s “North Star.”
Whether you’re a founder-led startup, preparing for M&A, scaling into second-stage growth, or simply trying to catch up fast from financial disarray, this process lays the foundation for focused, confident decision-making.
What Is a Business Evaluation?
This isn’t your average onboarding. AVL’s Business Evaluation is a rigorous, 360-degree review of a company’s current financial systems, operational efficiency, and strategic goals. Over the course of two weeks, our CFOs and accounting teams gather the data, ask the tough questions, and deliver a clear path forward.
What we look at:
- Fundraising structure, burn rate, and runway
- Vendor and customer invoicing volume
- Banking and payroll systems
- Human capital setup
- Short-term and long-term goals
- Existing pain points and how far they are from resolution
- Whether processes follow best commercial practices—or are just temporary fixes
Three Key Questions That Drive Value
At the heart of the Business Evaluation is AVL’s due diligence framework—born from years of preparing companies for successful mergers, acquisitions, and scalable growth.
We always ask:
- Are you operating with best practices?
- Are you leveraging the right technology?
- Are your internal processes followed consistently?
These aren’t just checkboxes. They are strategic levers. The answers help AVL shape tailored solutions that align with how you actually operate—not how a textbook says you should.
What we did for: 3 Point Mortgage
When 3 Point Mortgage came to AVL, they weren’t in a crisis, but they were stuck. Their processes were patchworked together from early-stage tools and habits. They had strong revenue but no clear roadmap. During the Business Evaluation, AVL identified redundancies in their invoicing workflow, streamlined payroll systems, and highlighted the inefficiencies in how financial data was being reported.
Most importantly, AVL helped 3 Point articulate their North Star—and define a financial strategy that supported it.
More Than a Diagnostic—It’s a Launchpad
A Business Evaluation with AVL isn’t just about finding what’s wrong. It’s about uncovering what’s possible. When your finance function is aligned with your mission, your decisions get sharper—and your trajectory gets clearer.
If you’re ready to bring discipline, insight, and direction to your financial operations, it starts here. Let’s find your North Star.
