Equity Route Map

Climb 4x Higher with OUR Equity Route Map

The Sherpa Route Maps plot the route to faster, more profitable growth and value. We offer two services here:

  • Our Sherpa Growth Mapping™ focuses on increasing high quality, consistent sales generated by a strong sales and marketing capability.
  • Our Sherpa Value Mapping™ focuses on maximising the valuation of the firm by maximising the revenue, profitability and multiple for firms seeking to sell or seek investment in the next 2-3 years.
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Chart Your Path to Predictable Growth

Sherpa Growth Mapping™ equips your business with a clear, actionable route to stronger sales performance and marketing impact. We focus on building repeatable systems that deliver steady growth, so your firm isn’t just chasing opportunities but converting them into profitable, long-term wins.

The Sherpa Mapping Method

1

KNOW THE
TERRAIN

Market Research

Client Research

Partner Research

joINT
RESEARCH

Strategic Options

2

DEFINE THE
DESTINATION

UVP

Positioning

Services

Sectors

Partners

STRATEGY
WORKSHOP

Vision

3

KNOW YOUR
CAPABILITIES

SWOT

Benchmarking

Document Review

Interviews

CAPABILITY
REVIEW

Capabilities

4

ASCENT PLAN

Action Plans

Quick Wins

Priorities

ACTION PLAN
WORKSHOP

Write Up

Supporting IP

Why Us?

  • It works! Our approach has helped dozens of owners achieve their scaling goals, helping create hundreds of millions in equity value over the last twenty years.
  • Our Equity Sherpas have been in your shoes: starting, growing, and selling consultancies, with a deep knowledge of the terrain and the known unknowns of the climb.
  • It’s evidence-based. Our approach is based on experience, but also the twenty-three years of in-depth research into consultancy equity drivers by Prof. Joe O’Mahoney at Cardiff University.
  • It’s supportive. We don’t advise and go. We have developed expert tools, resources, and guides for every aspect of your journey and, if you wish, can accompany you to help execute your climb.
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GROWTH

VALUE

Vision & Strategy
Market Profile
Sales & Pipeline
Services & Pricing
Financial Performance
People
Delivery
Leadership & Governance
Clients & Relationships
Cost Optimisation

The Sherpa Mapping Method for the two services is the same although the context and content are wider with the Sherpa Value Mapping. Both services start with an understanding of the market context and the vision of the firm, but these are examined in more depth in the Value Mapping.

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To help scale the equity value of your firm,

speak to the experts.

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