“Check Your Business Value” found the secret to effortless business planning with Upmetrics
Company Overview
Check Your Business Value, based in Pretoria, South Africa, is a specialized consulting firm helping small and medium-sized businesses with financial planning, mergers & acquisitions, tax strategies, and business valuations tailored to the South African market.
With 13 years of expertise, Lammert and his team provide data-driven insights that assist businesses in securing funding and making informed financial decisions.
Their expertise spans Finance, IT, and Infrastructure, providing businesses with practical, tailored advice to help them secure funding, manage growth, and make confident financial decisions.
Key features used: Business plan builder, financial forecasting, pitch deck creation, customizable templates.
The Challenge
As Check Your Business Value expanded, manually crafting detailed business valuations and forecasts became a bottleneck. Lammert Stavast and his team needed a faster, smarter way to deliver custom, high-quality reports without compromising accuracy or expertise.
Every valuation report, business plan, and financial projection had to be created from scratch, consuming countless hours in formatting, data entry, and calculations. Instead of focusing on high-level financial strategy and client advisory, the team was stuck in manual, time-intensive processes that slowed down decision-making.
“Each client had different financial needs, and building reports from scratch took valuable time away from strategic advising. We needed a system that could create high-quality, industry-specific business reports fast—without the burden of manual formatting and calculations,” said Lammert Stavast.
Beyond efficiency, professionalism and credibility were top priorities. Reports needed to meet strict industry standards, especially when dealing with investors, banks, and regulatory bodies. However, ensuring that every document was error-free, properly formatted, and data-backed became increasingly difficult to manage manually.
With a growing client base and rising demand for data-driven financial strategies, Check Your Business Value needed a scalable, automated solution—one that could handle business planning, financial forecasting, tax planning, valuation modeling, and legal compliance—all in one place.
Check Your Business Value
The Solution
To meet the growing complexity of financial valuation and forecasting, Check Your Business Value required a scalable, finance-focused solution. Upmetrics delivered an advanced platform that simplifies calculations, enhances collaboration, and streamlines business planning.
As a firm specializing in business valuations and financial planning, Check Your Business Value needed a solution that could simplify complex financial reporting without compromising accuracy.
With Upmetrics, they found a structured system that helped them simplify financial reports, keep their insights sharp, and focus more on what matters, helping clients make smart financial decisions.
“Upmetrics changed the way we handle business planning and financial reporting. We no longer get stuck in repetitive work, and our clients receive high-quality, well-structured financial reports faster,” said Lammert Stavast.
Financial forecasting & valuation reports
Upmetrics enhanced Check Your Business Value’s ability to create high-quality valuation reports and financial forecasts with speed and accuracy. The platform provided a structured approach to revenue modeling and simplified financial projections, ensuring every report is precise and investor-ready.
“Upmetrics helped us structure financial reports efficiently, making it easier to deliver clear valuation insights to our clients,” said Lammert Stavast.
With Upmetrics, the team spends less time structuring data and more time providing financial expertise. The platform’s customizable templates and structured reports improve professionalism, credibility, and decision-making for clients.
Pitch deck creation
Creating pitch decks that impress investors takes time, but Upmetrics made the process smooth and structured for Check Your Business Value. The platform’s templates helped Lammert’s team put together professional, visually appealing presentations without the hassle of manual formatting.
Instead of spending hours formatting slides, the team could focus on integrating financial projections and valuation models, ensuring every presentation provided a solid investment case.
Since each presentation could be customized for different industries, clients were able to showcase their businesses with confidence and deliver the right message to potential investors.
“Upmetrics helped us structure pitch decks that align perfectly with our financial reports. Now, our clients present their business cases with greater clarity,” said Lammert Stavast.
Collaborative workspaces
The Collaborative Workspace in Upmetrics provided Check Your Business Value with an efficient way to manage business plans, financial forecasts, and valuation reports.
With its collaborative workspace, team members could edit documents in real-time, avoiding delays and unnecessary back-and-forth emails.
Clients no longer had to send feedback through lengthy emails—they could review and suggest modifications directly within the platform. The structured version control system allowed the team to track changes effortlessly, so that every report remained accurate, updated, and professionally refined. This improved efficiency, accuracy, and overall workflow.
“Upmetrics made collaboration effortless. Instead of scattered feedback, everything was in one place, making revisions much easier,” said Lammert Stavast.
Check Your Business Value
The Impact
By integrating Upmetrics, Check Your Business Value revolutionized its workflow—improving productivity, automating valuations, and delivering tailored financial forecasts with greater speed and accuracy.
Reflecting on the overall results, Lammert shared:
“Upmetrics transformed how we deliver valuations and financial strategies. Our reports became more precise, our workflow smoother, and we saved hours of manual work. The ability to generate structured reports with accurate forecasts has been a game-changer for our clients and our consulting team.”
Upmetrics empowered Check Your Business Value to optimize consulting services, cutting manual effort in half while improving precision. Lammert Stavast’s team now delivers business valuations and financial reports faster without compromising accuracy.
Industry-specific templates ensured that every report met professional standards while saving hours of formatting. The financial forecasting tool enhanced valuation reports by automating revenue models, expense tracking, and funding projections, giving clients deeper financial clarity.
With the AI-driven business plan builder, creating structured, investor-ready business plans became seamless. Beyond automation, Upmetrics’ collaborative tools improved workflow, enabling smoother client interactions and faster decision-making.
Check Your Business Value
Upmetrics for Business Consultants and Valuation Experts
“Upmetrics made it easier than ever to generate financial reports, structure business plans, and create valuation models without spending hours on formatting.” — Lammert Stavast
Financial consulting is demanding, and spending unnecessary time on reports can slow you down. That’s why Lammert and his team use Upmetrics to automate calculations, streamline documentation, and focus on advising their clients.
If you’re ready to cut down on manual work and boost efficiency, it’s time to try Upmetrics. Learn how Upmetrics helps business advisors generate precise financial reports and business plans with ease.
