VALENTYR OWNERSHIP STANDARD

Ownership Capability as a Measurable Standard

VOS defines a clear, repeatable process for transforming fragmented corporate structures into transaction-ready, assessable entities.

7 Modules
Structured & validated
Transaction-Grade
Verifiable & comparable
100% Transparency
No interpretation gaps

Why Traditional Approaches Fail

The three core problems in business transactions

Structural Deficits

Succession fails not due to lack of will, but due to missing documented governance and unclear decision paths.

Valuation Opacity

Valuations are delayed because assumptions, drivers, and adjustments are not transparently documented.

Information Fragmentation

Deals take months longer because information is scattered across systems, formats, and individual knowledge.

The VOS Approach

A standardized framework for transaction readiness

Modular Structure

Seven interdependent modules form a complete standard

Measurable Criteria

Each module has defined fulfillment criteria

Standardized Outputs

Clear documentation understandable by third parties

The VOS Architecture

Seven modules for transaction-ready corporate structures

01

Corporate Identity

Identity & Structure
Problem
Person Dependency
Lösung
Transferable Institution
Output
Org chart, Role profiles, Succession planning
02

Financial Clarity

Financial Transparency
Problem
Accounting Numbers
Lösung
Assessable Cashflow Logic
Output
Adjusted P&L, Cashflow forecast, Valuation basis
03

Operational Structure

Operational Structure
Problem
Implicit Knowledge
Lösung
Documented Processes
Output
Process map, SOP documentation, Dependency matrix
04

Legal & Compliance

Legal Foundation
Problem
Contract Chaos
Lösung
Structured Legal Framework
Output
Contract overview, IP register, Compliance status
05

Governance & Ownership

Governance Structure
Problem
Unclear Decision Paths
Lösung
Defined Governance
Output
Governance structure, Cap table, Decision matrix
06

Value & Risk

Value & Risk
Problem
Subjective Assessments
Lösung
Objective Analysis
Output
Value driver analysis, Risk register, Deal-breaker list
07

Investment Readiness

Transaction Readiness
Problem
Opacity
Lösung
Transaction-Grade
Output
Transaction-Grade Pack, Ownership Readiness Score

Deliverables

What the VOS standard concretely delivers

Transaction-Grade Pack

Standardized information set with all relevant company data, structured for due diligence and transaction processes.

  • Complete documentation of all 7 modules
  • Standardized data formats
  • Audit trail and versioning

Ownership Readiness Score

Quantitative assessment of maturity level across all modules. Identification of gaps and prioritization of measures.

  • Module-specific scores
  • Benchmark comparisons
  • Action recommendations

Deal Signals

Systematic identification of risks, gaps, and deal-breakers before negotiations begin.

  • Risk register
  • Critical issues log
  • Mitigation roadmap

Readiness Assessment Matrix

Evaluation system for transaction readiness

Initial
Ad-hoc processes, high person dependency
Developing
Initial documentation, partially structured
Defined
Standardized processes, clear responsibilities
Transaction-Grade
Fully documented, verifiable, transaction-ready

Implementation Roadmap

Structured path to transaction-grade

1

Phase 1: Assessment

2-4 weeks

Analysis of current state across all 7 modules. Identification of gaps and prioritization.

Output
Readiness Score, Gap Analysis
2

Phase 2: Structuring

8-12 weeks

Systematic addressing of identified gaps. Documentation and standardization of processes.

Output
Documentation, Process SOPs
3

Phase 3: Validation

4-6 weeks

Review of completeness and quality. Preparation for external validation (due diligence).

Output
Transaction-Grade Pack
4

Phase 4: Maintenance

Continuous

Ongoing updating and maintenance of documentation. Ensuring transaction readiness.

Output
Updates, Monitoring