THE RIGHT STRATEGIC DECISIONS LEADING INTO A TRANSACTION CAN SIGNIFICANTLY CHANGE VALUE AND INCREASE OPPORTUNITIES FOR SUCCESS.

Whether or not your client needs a few suggestions, extensive guidance, or just someone to bounce ideas off of, our trusted advisory experts are here to Help You Succeed.

When working with sellers, our strategic advisory services are designed to help increase value and position the business to be a more attractive acquisition target. We aim to increase goodwill and improve internal documentation which translates into higher value and typically a larger buyer pool.

Once the purchase is complete buyers can accelerate their opportunities for success through structured strategic and growth planning, leadership assessments and documentation of internal processes and procedures.  The right plan sets an organization on a path to success and having the right leaders within the organization will expedite that trajectory.

Do any of the below sound like your client? If so, you’re in the right spot, and we should talk.

Sell side

  • Your client is thinking of selling but doesn’t have a management or operational succession plan
  • Your client is so involved in the business that selling seems impossible
  • The goodwill should be higher than the current value suggests

Buy side

  • Your clients just purchased a business, have big dreams and want to turn them into reality
  • Your client recently completed an acquisition and knows where they want to go but doesn’t know how to get there
  • Your client is unsure if they have the right people in the right seats post-acquisition

YOU DON’T FIT INTO A BOX & WE WON’T FORCE YOU INTO ONE

OUR FULLY CUSTOMIZABLE SOLUTIONS ALLOW US TO WORK WITH BUYERS AND SELLERS ON A VARIETY OF THINGS, INCLUDING BUT NOT LIMITED TO:

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    SERVICES FOR SELLERS:   icon-blog-previous-next

    • Review management structure to optimize value
    • Documentation of internal systems
    • Review and document processes and procedures
    • Strategy discussions to increase value and selling price
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    SERVICES FOR BUYERS:   icon-blog-previous-next

    • Leadership team assessment and ongoing coaching
    • Organizational strategic and growth planning
    • Documentation of internal systems
    • Review and document processes and procedures
    • Employee attraction and retention workshops

Our advisory services will lead to many changes in your organization. If you don’t manage that change well, the strategies you roll out may not ensure you reach your full potential, and even worse, do significant damage to your organization.

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