Investment Bank-Grade Analysis. Independent.

A business plan stress-test is in the high four figures. A full valuation and strategic review is in the low five figures. Final pricing depends on the complexity of the engagement. A short introductory call is the fastest way to confirm fit and get a clear answer.

A stress test is an independent, assumption-by-assumption review of your business plan. Bonneau Advisory extracts every revenue projection, cost assumption, and growth driver, then benchmark each one against sector data and run sensitivity analysis across base, bear, and bull scenarios. The output is a structured memo that tells you exactly what holds up, what is optimistic, and what investors or acquirers will challenge. Think of it as a dress rehearsal for due diligence.

Yes — and ideally 6–12 months before you go to market. Without an independent valuation, you are negotiating from the buyer's numbers. A pre-sale valuation gives you a defensible price range, identifies the value drivers to emphasise, and flags weaknesses you can address before entering the process. Across transactions at Goldman Sachs, owners who went in with a credible independent valuation consistently achieved better outcomes than those who did not.

A business plan stress-test is delivered in 7 business days. A full valuation and strategic review takes 14 business days. Both timelines start from the moment Bonneau Advisory receives your complete financial statements and business plan.

Bonneau Advisory works exclusively with companies in consumer goods, beauty, cosmetics, healthcare, wellness, D2C, and retail. This means maintaining proprietary benchmarks for EBITDA margins, revenue multiples, comparable transactions, and cost structures specific to your sub-industry. A generic financial consultant does not have this depth.

Bonneau Advisory uses the same three methods employed at every top-tier investment bank: discounted cash flow analysis (DCF) with explicit assumptions on discount rate, terminal growth, and free cash flow; comparable company analysis using relevant public market peers; and precedent transaction analysis using recent M&A deals in your sector. Triangulating across all three gives you a range, not a single number — which is both more honest and more useful in a negotiation.

Bonneau Advisory works with small and mid-market companies — founders, CEOs, and CFOs who are preparing for a sale, a fundraise, an acquisition, a partner buyout, or a strategic pivot and need their numbers independently validated. Bonneau Advisory does not work with pre-revenue startups — the methodology and benchmarks are built for companies with real financial history and operating metrics.

Sector depth and cost efficiency. Traditional advisory engagements charge significantly more for the same scope. Bonneau Advisory delivers a full stress-test or valuation — DCF, comps, precedent transactions, sensitivity analysis — using AI-accelerated data extraction and benchmarking, combined with senior M&A judgment on every finding. Same rigour, a fraction of the cost.

At minimum: your business plan and the last two to three years of financial statements (P&L, balance sheet, cash flow). If available, a financial forecast or budget model is also helpful. All materials are handled under strict NDA. If you are unsure whether your documents are sufficient, the preliminary call will clarify exactly what is needed.

An accountant verifies that your numbers are accurate. Bonneau Advisory tests whether your assumptions are realistic — and what they imply for valuation. The analysis uses M&A-specific methods (DCF, trading comps, precedent transactions) and sector-specific benchmarks that a general-practice auditor does not maintain. The output is not a financial audit; it is an independent assessment of what your business is worth and where the risks are, written for the audience that matters: investors, acquirers, or your own board.