ALL THE SERVICES YOU NEED
TO BUILD YOUR FINANCIAL STRENGTH
AND AGENCY VALUE.
MERGERS & ACQUISITIONS
BUSINESS VALUATION
FINANCIAL MANAGEMENT REVIEW
OPERATIONAL ANALYSIS
PROCESS MAPPING
MERGERS & ACQUISITIONS
We help simplify a complex business transaction.
Selling a business is one of the biggest decisions an owner will ever make. It is also a complex endeavor which requires extensive planning and research to identify the ideal buyer prospects and negotiate the best deal.
WHAT WE DO:
- Determine realistic options for business owners
- Assist clients in determining optimum exit strategy
- Find prospects for mergers, sale or acquisition
- Identify prospects who may be qualified candidate for client
- Provide transactional management services
{The greatest value is realized when buyers and sellers both achieve their expectations.}
– Henry Corona
BUSINESS VALUATION
We serve as problem solvers and skilled intermediaries with one clear objective—to monetize our client’s life’s work by helping them to obtain the greatest value; that unique combination of price, terms, and cultural fit.
WHAT WE DO:
- Establish key elements of business that drive value
- Provide current market value assessment
- Identify the points of differentiation with market competition
- Identify elements of value and provides recommendations on how to improve overall business value
- Develop strategic business plan to create exit strategies for owners
OPERATIONAL ANAYLSIS
The path to maximizing efficiency isn’t the same for every client.
We serve as problem solvers and skilled intermediaries to help streamline your operations to help them perform more effectively and efficiently.
WHAT WE DO:
- Identify operating cost ratios that may be improved to increase profit
- Assess current management efficiency
- Establish management and staff performance metrics that include responsibility and accountability for business profitability
- Prepare and implement management plan to reduce costs and improve profitability
- Establish quantifiable method to evaluate employee performance
- Identify where employee performance is evaluated qualitatively
FINANCIAL MANAGEMENT REVIEW
Business performance and measurement metrics go hand in hand.
Assessing profitability, productivity and utilization means deploying best practices and accounting software to track and measure performance.
WHAT WE DO:
- Analyze profitability, productivity, utilization, and realization
- Assess efficiency of billings, collections and payments
- Identify Best Practices that would improve business performance
- Assess accounting software
- Make software recommendations if necessary
PROCESS MAPPING
Having the right people means nothing without the right processes in place.
From identifying inefficiencies and devising accountability metrics, we develop a comprehensive mapping of your business.
WHAT WE DO:
- Identify key elements of current business management practices
- Map workflow through the business to identify efficiencies and inefficiencies
- Identify responsibility and accountability for workflow throughout, or at key points in the process