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All Engagements Are Flat Fee Projects With Crystal Clear Deliverables and No Surprises

Initial Analysis

We help entrepreneurs understand where they are

Initial Analysis

We help entrepreneurs understand where they are with our initial "lay-of-the-land" analysis, which includes the following items:

Key Operational and Financial Issues Analysis: Identification, quantification, and prioritization of the top, critical operational and financial issues that affect the overall performance of your business

Financial and Operational Trend Analysis: Trailing three-month and trailing twelve-month trend analysis of the following: key metrics, Income Statement, Balance Sheet, Cash Flow, operations, profitability, employees and customers, working capital, short-term liquidity analysis, and long-term solvency

Detailed Analysis and Benchmarking Reports: In-depth analysis of how the client compares to industry peer benchmarking regarding: key metrics, Income Statement, Balance Sheet, Cash Flow, operations, profitability, employees and customers, working capital

Industry/Market Analysis: Analysis of how the business and its potential for growth and success are impacted by the industry/market dynamics

Financial Analysis: Analysis of how the business and its potential for growth and success are impacted by the financial dynamics

Operational Analysis: Analysis of how the business and its potential for growth and success are impacted by the operational dynamics

Offering Analysis: Analysis of how the business and its potential for growth and success are impacted by the offering dynamics

Customer Analysis: Analysis of how the business and its potential for growth and success are impacted by the customer relationship dynamics

Exit Analysis

We help entrepreneurs decide where they want to go

Exit Analysis

We help entrepreneurs understand where they want to go with our initial exit analysis, which includes the following items:

Estimated Enterprise Value based on specific industry comparables of private company sales in the same NAICS sector

Estimated Adjusted Enterprise Value based on comparables-based premiums and discounts based on company performance relative to industry benchmarks

Estimated Equity Value with a low-range, mid-range, and high-range

Estimated Equity Value Growth forecast based on the expected Revenue, EBITDA, and Equity Value for the next three years

Client’s Exit Goals and the estimated timing to achieve the goals

Average Industry Deal Terms with the average multiples, days on the market, cash at closing, seller note, asset vs. stock transactions, and seller employment agreement

Estimated Deal Structure at the current valuation in terms of cash at closing and seller note

Top Three Strategic Imperatives to grow the Equity Value

Growth Execution

We help entrepreneurs produce profitable and rapid growth

Growth Execution

We help entrepreneurs produce profitable and rapid growth, which includes the following items:

Growth Strategy based on core capabilities analysis, growth constraints, market presence and positioning analysis, company message and branding analysis, offering SWOT analysis, customer profitability analysis, and customer needs analysis

Growth Methodology based on sales pipeline analysis, market opportunity matrix analysis, potential new offering analysis, potential strategic alliances analysis, potential venture development analysis, and potential M&A strategy analysis

Growth Enablers based on culture analysis, talent acquisition analysis, talent development analysis, compensation analysis, technology infrastructure analysis, business process analysis, and customer relationship management analysis, working capital analysis, internal growth rate analysis, and equity and debt capacity analysis

Growth Execution is the process of implementing the growth strategy developed in the first three phases listed above and includes fractional C-level leadership talent, raising capital, managing an acquisition pipeline, implementing new processes and technology, etc.

Maximized Exit

We help entrepreneurs exit at the maximum value

Maximized Exit

We help entrepreneurs exit at the maximum value with the following types of engagements:

Documentation Analysis of the entity documents, employment agreements, customer contracts, IP-related documents

Documentation Updates as necessary to the entity documents, employment agreements, customer contracts, IP-related documents to prepare for successful and speedy due diligence

Exit Preparation which includes authoring a confidential memorandum and two-page pitch summary, preparing a go-to-market strategy, setting up and preparing the digital data room, assisting with assembling the right deal team of legal, tax, and estate planning advisors

Exit Process which includes developing target buyers lists, marketing the company for sale, managing the process of indications of interest, letters of intent, negotiation, due diligence, definitive documents, and the closing process