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The Case For Using More And More Complete Investment Cases
Jun 2, 2025
Investment cases include far more than just an analysis of return on investment. At best, they are fully-fleshed out value equations, considering the benefits and costs that matter most to investors of financial resources, reputation, and time and attention. Keep this in mind in any change management effort.
Investment Case
Any good investment case lays out the context for the investment to understand how it fits with the enterprise’s objectives and priorities, the cost of the investment, and the return on the investment. (
But different buyers look at and approach investments differently. This is because the value equation is not just about benefits and costs, but more about perceived benefits and costs considered in relation to other options.
Buyers
We’re using the Miller Heiman definitions of buyers.
Economic buyers give final approval as the single person or group who can say “yes” when others say “no”, and can veto other buyers’ approval.
Economic buyers tend to be the most logical. They make decisions with an eye on what’s good for themselves, the enterprise, and its stakeholders primarily in terms of the financial return on the financial investment.
Thus, the investment case for economic buyers should lead with finances, all adding up to improved EBITDA, cash flow, and enterprise value
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