Our management consulting services are structured to identify client needs and uncover opportunities, while providing real solutions. We will focus on overall strategy, which includes marketing, organization structure, operational process, technology, corporate finance, as well as potential Mergers & Acquisitions opportunities. Once critical issues, inefficiencies and needs are identified, we will assist your business with the development and implementation of a comprehensive action plan, strategically aligned with your short-term and long-term goals.
We believe in using the Adversity Quotient (AQ) analysis to ensure your business is operating at its full potential. When AQ is embedded into your organization’s culture, your business will be better prepared and react accordingly to changing market conditions. Our team will develop highly effective Sales & Marketing strategies, helping your business to achieve sustainable, organic growth by adhering to three critical components: First, design an outside-in approach that puts clients first. Second, provide a unique client experience and streamline internal capabilities, ensuring you deliver optimal client interactions in every meeting. Third, fully understanding your client's needs and behaviors to improve client-initiated product development.
We direct our focus on small to middle-market acquisitions and sale of privately held companies; Where we can serve on either the buy-side or sell-side of a deal. Our M&A strategies are tailored specific to meet your company’s short-term and long-term growth objectives. To achieve strategic success, our advisory team is fully adept to evaluate the potential risks and capitalize on opportunities in each transaction.
We are highly motivated deal-makers, who are committed to our clients, as to inspire unequivocal trust and confidence in our ability to produce extraordinary results. Whether we work with buyers or sellers, we are determined to ensure your company’s goals are always first priority. The M&A advisory team are disciplined and methodical when developing target and execution strategies. Our Areas of expertise and capabilities are vast, as we have worked with many businesses in a multitude of industries and geographic locations. Thus, improving your company's odds of success and securing optimal value in every engagement.
We will construct an acquisition plan between the advisors and client, that are aligned with company's targeted goals. We will evaluate management's overall readiness to engage into a strategic acquisition.
We will formulate a comprehensive research plan based on industry metrics and potential company targets within the desired sector.
We will develop a customized target list based upon strategic business profiles, industry analysis and research. Engage the targeted business, acclimating them to inevitable discussions. Then choose businesses who are willing, potential sellers.
We will submit the targeted business with an offer via Letter of Intent (LOI) for proposed acquisition. Our team with negotiate significant deal points, which include value and structure.
We will collaborate with legal counsel, accountants and other participants to perform advanced due diligence on the deal. Once our due diligence is complete, we will negotiate the agreement with both buyer and seller's legal counsel, working towards a seamless close.
Our team will help ensure we are perfectly aligned with the original acquisition strategy and assist with preparation for a smooth integration and successfully bringing acquired business and parent together.
The embodiment of your life’s hard work and success can be fully realized, when an owner(s) make the decision to exit their business. While the selling of your business can be an emotional roller coaster, it’s also an invigorating part of the lifecycle of your business. When the time is right to sell your business; having access to the right people is crucial. We assist owners of private, closely-held companies in the sale of their companies and implement a very effective process to maximize value.
The initial approach to selling your business involves working with all stakeholders, as to affirm the business is ready to sell. -And if you are ready, we can help you to successfully navigate this process.
Understanding company value and positioning within the marketplace of your business is an essential part of closing the deal. We assist owners and their accounting professionals to develop business valuations based on comparable industry multiples that best emulate specific industries. We will proceed with discussing target prices based upon a most least likely and most likely scenario.
We will Confidential Offering Memo which is a crucial component in process, as it details the most comprehensive illustration of what your business can offer a potential buyers. It will include information about employees and financials to opportunities for expansion.
The Confidential Offering Memo is a business plan for your exit and It’s what potential buyers of your company want to see before they consider moving forward. It will also provide all relevant operational, marketing and financial information about your company. -And will include data on assets, including tangible and intangible properties, liabilities, cash flows, your largest clients, key employees, market analysis, trends and specific reasons for your selling.
We carry-out two critical steps of the selling process. First, we develop a list of potential buyers, consisting of those who are willing to pay the most. Then we will combine the first list with a larger list of all potential buyers, which ultimately must be approved by all shareholders before moving forward.
The business will then be promoted to potential buyers, while maintaining full confidentiality for the seller to ensure current and future operations of the business aren’t disrupted from the potential sale.
Our process will include delivering multiple buyers to the deal table to participate in a competitive bidding process, where the buyer who meets all the seller’s conditions for price and structure will win the deal. This process is extremely delicate and requires very adept negotiators to navigate the final stages of the sale with surgical precision.
The sale of a business must be a well-designed process that involves M&A advisors, real estate professionals, insurance reps, attorneys, tax professionals and estate planners. Once the winning buyer is confirmed, we will ensure due diligence and deal closure are completed promptly after the Letter of Intent has been executed by all parties to the deal.