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Entrepreneurial Advisement for Competitive Advantage

We have been working with business owners and their core management group for over 42 years. We partner with our clients to develop business solutions that are unique to their industry and specific challenges.

Services Overview

The suite of professional services provided to our middlemarket and emerging growth clients include the following:

  • Strategic Advisement, Planning & Implementation
  • Business Planning for Growth or Capital Acquisition
  • Mergers, Acquisition and Strategic Partnerships
  • Financial Advisement, Forecasting and Budgeting 
  • Succession Planning
  • Organizational Development
  • Strategic Marketing including Niche Marketing through Supplier Diversity Access

Although it is our goal to help businesses grow, we often must assist our clients in resolving issues which prevent growth of the business.  These areas might include but are not limited to dispute resolution between owners/shareholders, compensation negotiation to retain talented personnel, performing a search for key personnel positions, identifying new lawyers, accountants and auditors, and other indirect business issues that may not be within the context of a growth strategy. 

 

For a detailed description of each professional service line please scroll down.


Strategic Business Consulting

Ø       Strategic planning, development of strategic growth plan, implementation of the plan;

Ø       Evaluation of existing business methodology;

Ø       SWOT Analysis;

Ø       Operational reviews;

Ø       Management reviews;

Ø       Financial reviews;

Ø       Development of Business Plan, comprehensive and summary;

Ø       Operational Plan, comprehensive and summary, development and implementation;

Ø       Identification and acquisition of capital;

Ø       Expansion strategies, product or service, personnel and plant or facility;

Ø       Business expansion strategies, merger or acquisition, joint venture, strategic alliances, business unit and/or line;

Ø       Evaluating existing strategic alliances, joint ventures and strategic partnerships;

Ø       Global growth strategy development and implementation.


Mergers, Acquisitions & Strategic Ventures Advisory

 

Ø       Merger or acquisition strategy design and analysis;

Ø       Target assessment and research profile reports;

Ø       Deal structure alternatives for each target;

Ø       Development of Letter of Offer, Letter of Intent, Memorandum of Understanding and other pre-close documents;

Ø       Business and Asset Valuations;

Ø       Negotiation strategy development;

Ø       Negotiation representation;

Ø       Target Due Diligence;

Ø       Other Due Diligence including financial, tax, operational and valuation for financing purposes;

Ø       Development of Financial Plan to support transaction;

Ø       Work with Owner, Key Management, Bankers, CPA and Attorneys to execute all elements of the transaction;

Ø       Development of Pre and Post transaction integration and communication strategy to ensure smooth transition;

Ø       Post transaction integration assistance including personnel evaluation, streamlined expense program, integrative function reviews and more;

Ø       Global growth strategy development and implementation;

Ø       Evaluating Strategic Alliances in connection with the client's strategic direction;

Ø       Drafting the Strategic Alliance documentation;

Ø       Resource investment and commitment analysis for Strategic Alliance success;

Ø       Assessing the appropriateness of specific Strategic Alliance member to successfully execute the objectives of alliance;

Ø       Rollout strategies and implementation.


Organizational Consulting

Ø       Organizational re-engineering;

Ø       Human resource efficiency review, modeling and implementation;

Ø       Preparing and positioning Company for sale;

Ø       Business valuation;

Ø       Mediating and resolving partner/owner/shareholder disputes (family and non-family);

Ø       Succession planning and implementation (family and non-family);

Ø       Training the successor (family and non-family);

Ø       Develop and identify a working board of directors (family and non-family);

Ø       Develop and identify a working board of advisors (family and non-family);


Financial Advisement

Ø       Design and implement financial reporting systems;

Ø       Design and implement cash flow planning and management processes;

Ø       Develop financial procedures and controls;

Ø       Establish structure and organization of the accounting and finance department/function;

Ø       Train financial personnel;

Ø       Develop and implement budgeting and forecasting programs;

Ø       Review and recommend financial systems;


Strategic Marketing

Ø       Strategic marketing planning, development, and implementation of the plan;

Ø       Internet marketing strategies, development and implementation;

Ø       Selling plan, development and implementation;

Ø       Development and training of a sales staff;

Ø       Evaluation of existing marketing and selling activities;


Other Business Services & Products

Ø       Contract and deal negotiation and representation;

Ø       Identification and evaluation of other outside service providers;

Ø       Search services for professional financial staff and key management;

Ø       Specially tailored computer program for maintaining a sales contact database and formalized selling program;

Ø       Specialty tailored computer program to project financial outcomes based on different strategic actions;

Ø       Specialty tailored computer program to project personnel expansion based on different growth scenarios;

Ø       Other tailored computer programs and diagnostic tools to assist the owner and management in the planning process;

Ø       Specially tailored training seminars including topics on selling, strategic growth, succession planning, global expansion strategies for small businesses, and many others.

 

Please e-mail us for more information.



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