Strategy Assessment & Corporate Development
Focus and intent are your foundation
for remarkable success.
Clear and grounded strategy is a fundamental building block in sourcing
capital, maximizing sale value, and attracting and assimilating target
acquisitions. In addition, your strategy's current state plays a major role
in determining sale or acquisition timing, as well as the selection of
viable and complementary buyers or acquisition candidates.
Three elements are paramount in importance:
- Your product and service package must meet present and future
industry needs.
- Your mature management team and sound management systems must
endure beyond the present owner.
- Your customer acquisition, fulfillment, and retention processes
must be proven and repeatable.
Our strategy assessment and clarification process is tailored to address
your needs and issues in these areas and includes the following steps:
- Standardized Strategic Assessment Tool: We administer a
proprietary instrument to your leadership team designed to distinguish
strong elements of your strategy from those requiring attention.
- One-on-One Leader Interviews: We conduct formal one-on-one
interviews with your leadership team to cross-check and deeply understand
the implications of the output generated by the assessment tool.
- Development of Base-Line Valuation Model: We develop a detailed
financial framework of your business to isolate the nature and impact of key
strategic changes on the value of your business in a sale; or the impact of
acquisitions on overall profitability.
- Identification of Value Drivers: We assimilate information gleaned
from the assessment tool, interviews, and valuation model to identify the
major decisions, actions, competencies, and other variables that are driving
your firm's financial value.
- Identification of Value Destroyers: We assimilate information
gleaned from the assessment tool, interviews, and valuation model to
identify the major decisions, actions, weakness, and other variables that
are eroding your firm's financial value.
- Value Improvement Action Plan: We provide you with an executive
summary of specific management actions and decisions you can make to
maximize your firm's value in a sale, increase effectiveness and efficiency
of the funds-sourcing process, or improve your ability to attract and
assimilate targeted acquisitions.
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