Services
Every business owner faces a unique and ever-changing set of circumstances that impact the decisions they need to make each day. Unless you've owned a business, you cannot understand the pressures it comes with.
Because we've been there, we can relate to the stresses of the multiple hats an owner needs to wear, and how to navigate all of the unnecessary burdens placed upon businesses by government regulation.
Our services are designed to help owners assess, prioritize, and then execute on initiatives that ensure a successful transfer to the next generation or sale to outside party.
Business Sale or Transfer - Blueprint Design Services
You wouldn’t dream of building a new home, office, or warehouse without a blueprint. Why should transferring or selling your business be any different? We have the skills and experience to architect a plan that meets your goals and gets you the best outcome.
Deliverables for our Business Transition Blueprint include a written assessment of the following key components of a successful exit:
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Owners Individual and Family Member(s) Personal Readiness
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Owners Advisory Team
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Enterprise Value Range and Improvement Opportunities
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Legal & Regulatory Environment
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Industry & Market Conditions
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Business Operations
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Organizational and Human Capital
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Decision Point Criteria
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Timeline for Execution of Business Transition and Exit
Business Sale or Transfer - Value Improvement Services
Once you have the blueprint in place, it’s time to put energy and effort into improving the value of the business to obtain the highest price or to transition a well-oiled machine to your family. We help you and your team focus on increasing VALUE.
Deliverables for our Business Transition – Value Improvement Services include the following action items:
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De-Risk the Enterprise
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Implement risk mitigation activities in a disciplined manner
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​Customer/Supplier concentrations
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Legal / Regulatory considerations
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Employment / HR issues
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Management capabilities / over-reliance on owner
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Technology utilization
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Human Capital weaknesses / limitations
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Improve EBITDA
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Increase earnings
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​Diversify customer base / revenue streams
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Pricing and product line reviews / SKU rationalization
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Overhead structure analysis
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Investment in capital equipment to improve output / efficiency
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Competitor acquisition / vertical integration opportunities
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Brand footprint expansion / new markets
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Business Sale or Transfer - Transaction Management Services
We understand this is a once in a lifetime opportunity. We have the skills, experience, and team to run the entire business sale or transition process to deliver a positive outcome.
Deliverables for our Business Transition – Transaction Management Services include execution of the following components of a successful exit:
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Understand what’s important to you by defining Buyer Characteristics
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Discuss and agree on List Price for Business and define deal terms and conditions
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Produce a Confidential Information Memorandum (CIM)
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Initiate marketing efforts to identify buyers that match the defined characteristics
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Ensure your representation team is ready
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Procure due diligence materials
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Review all Letters of Intent (LOI’s)
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Manage due diligence and sale process
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Negotiate deal terms and review transaction documents to achieve a positive outcome
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Coordinate with CPA, Attorneys, and advisors to get the deal across the finish line
