Key Highlights
- Investor-Ready Business Plan and Independent Valuation Delivered
- Enterprise Valuation of Approximately $18.4 Million Concluded
- Supported a $4 Million Capital Raise
- DCF Valuation Prepared in Accordance with IVS and GAVP
- Delivered in Approximately 2 to 3 Weeks
- United States | Precision Health, Digital Health, and Genomics
Why a Precision Health and Genomics Company Needed a Business Plan and Valuation
A US-based health innovation company engaged Consortia Advisory to prepare a comprehensive business plan and independent valuation to support capital raising and long-term strategic development. The objective was to clearly articulate the company’s growth strategy, financial outlook, and enterprise value to prospective investors and strategic partners.
Project Overview: Business Planning and Valuation in the Precision Health Sector
The company operates within the rapidly expanding precision health and preventive care market, combining clinic-based services with digital health, genomics, and AI-driven diagnostics. In addition to its core clinical operations, the company is developing proprietary SaaS and AI-enabled products aimed at enhancing diagnostic accuracy and long-term health optimisation.
The engagement required a structured assessment of both the near-term operational ramp-up and the long-term scalability of the business across multiple revenue streams, including clinical services, digital subscriptions, and technology-enabled products.
Our Approach: How the Business Plan and Valuation Were Structured
Consortia Advisory delivered an integrated business planning and valuation engagement, combining strategic analysis with financial modelling across two core workstreams.
An enterprise valuation was conducted using the Discounted Cash Flow method, based on detailed multi-year financial projections. The model incorporated assumptions on revenue growth, margin scalability, capital requirements, and a WACC-based discount rate reflecting the company’s risk profile. A terminal growth rate aligned with long-term healthcare and digital health market dynamics was applied.
The business plan addressed market opportunity, competitive positioning, product development roadmap, go-to-market strategy, and capital deployment, providing a comprehensive and investor-ready strategic narrative alongside the valuation.
The valuation was prepared in full accordance with International Valuation Standards (IVS) and Generally Accepted Valuation Principles (GAVP), ensuring the report met the requirements for use in investor and capital raising contexts.
Scope and Execution
Methodology:
- Discounted Cash Flow valuation: A multi-year DCF model was built on detailed financial projections covering all revenue streams, with a WACC-based discount rate calibrated to reflect the company’s stage of development, sector risk profile, and capital structure.
- Multi-stream financial forecasting: Separate financial projections were developed for clinical services, SaaS subscriptions, and AI-enabled product revenues, capturing the distinct growth dynamics and margin profiles of each business line.
- Strategic business planning: A structured business plan was developed covering market opportunity sizing, competitive positioning, product development roadmap, go-to-market strategy, and a clearly defined capital deployment framework.
Deliverables:
- Full investor-ready business plan: A professionally structured document covering all aspects of the business, written to meet the expectations of early-stage and growth investors, strategic partners, and capital providers.
- Detailed financial forecasts covering clinical services, SaaS, and AI products: A complete set of multi-year financial projections with clearly documented assumptions across each revenue stream, cost structure, and capital requirement.
- DCF-based valuation analysis prepared in accordance with IVS and GAVP: A rigorously prepared enterprise valuation supported by transparent assumptions, a full WACC analysis, and a clearly concluded valuation outcome suitable for investor use.
- Total delivery time: Approximately 2 to 3 weeks, including iterative review and refinement with the client.
Outcome
The engagement resulted in a clear, professionally structured business plan and an independently supported enterprise valuation of approximately $18.4 million. The analysis highlighted the company’s scalable, high-margin business model and long-term growth potential across its clinical, digital, and technology-enabled revenue streams.
The final deliverables were used to support a $4 million capital raise, providing investors with a transparent and credible framework for evaluating the company’s strategy, execution plan, and value creation potential.
About Consortia Advisory
This engagement was led by the Consortia Advisory team, ICAEW-regulated advisors specialising in business valuations, business plans, and financial advisory for growth-stage companies across the UK, Cyprus, and Europe. Consortia Advisory combines rigorous financial methodology with a practical understanding of what investors and stakeholders need to see.