www. ironwood advisory .com TRANSITION MANAGEMENT Change is the only constant
Who & How We Serve DISTRESSED COMPANIES Turnaround, Restructuring  & Crisis Management Debt or Equity Financing, Sales & A...
Our World Law Firms Referral Network CPA Firms Business Owners Buyers / Sellers Investor s <ul><li>Private Equity </li></u...
How We’re Qualified <ul><li>EXPERIENCE : Multiple Companies </li></ul><ul><ul><ul><li>500 Years of Experience </li></ul></...
Industry  Experience <ul><li>Finance   </li></ul><ul><li>Institutional Investing  </li></ul><ul><li>Mortgage Lending  </li...
Options Often Narrow… Flat Lining or  Underperforming ~ Many Options Early Crisis Fewer Options Late Crisis (Bankruptcy) L...
Flat Lining/Underperforming Flat Lining or  Underperforming ~  Many Options    Options      Time   Market Share Dimini...
The Fate of the Flat-Liner   <ul><li>Stuck in Neutral  -  Eventually Will Die </li></ul><ul><ul><li>No forward motion </li...
What We Do – Specifically <ul><li>Confront Situation </li></ul><ul><li>Listen to Customers </li></ul><ul><li>Revamp Strate...
Early Crisis – Fewer Options Early Crisis Fewer Options Notable Revenue and Earnings Decline Ratios Off & Bank Covenant Vi...
What We Do - Specifically <ul><li>Advise or Take Control  </li></ul><ul><ul><li>(Ironwood: Advisors or Executives)  </li><...
Late Crisis (Bankruptcy) Late Crisis (Bankruptcy) No Cash/Loans in Default All Financial Ratios Negative Customers Defecti...
What We Do - Specifically <ul><li>Often Take Control (C-Level Position) </li></ul><ul><li>New or DIP Financing (if still p...
Liquidation & Wind Down Liquidation    Options      Time  
What We Do - Specifically <ul><li>Provide “Soft Landing” </li></ul><ul><li>Orderly Liquidation </li></ul><ul><li>Wind-Down...
Actions   to Conserve Options Flat Lining or  Underperforming ~  Many Options Early Crisis Fewer Options Late Crisis (Bank...
How Change Happens <ul><ul><li>The People & Process : </li></ul></ul><ul><ul><ul><li>Business Transition & Renewal Special...
What Capabilities ~ In Sum <ul><li>General Management </li></ul><ul><ul><ul><li>Strategic Planning  (inc: Model Building &...
Transition Management DISTRESSED COMPANIES Turnaround, Restructuring  & Crisis Management Debt or Equity Financing, Sales ...
www.ironwoodadvisory.com <ul><ul><ul><li>Help at the Helm with </li></ul></ul></ul><ul><ul><ul><li>500 Years of Experience...
www. ironwood advisory .com MANAGEMENT FOR TRANSITIONS <ul><ul><li>Los Angeles, Orange County, San Francisco, Chicago, Bos...
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Ironwood Advisory & Restructuring V5 B

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What we do for healthy and for distressed companies! Give us a call or drop us a line ~ Ed

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Ironwood Advisory & Restructuring V5 B

  1. 1. www. ironwood advisory .com TRANSITION MANAGEMENT Change is the only constant
  2. 2. Who & How We Serve DISTRESSED COMPANIES Turnaround, Restructuring & Crisis Management Debt or Equity Financing, Sales & Acquisitions Corporate Finance HEALTHY COMPANIES Interim-Supplemental, Early or Later Stage & Growth Management
  3. 3. Our World Law Firms Referral Network CPA Firms Business Owners Buyers / Sellers Investor s <ul><li>Private Equity </li></ul><ul><li>Venture Capital </li></ul>Lenders <ul><li>Asset Based Lenders </li></ul><ul><li>Factors </li></ul><ul><li>Banks </li></ul><ul><li>Principals </li></ul><ul><li>Management </li></ul><ul><li>Boards of Directors </li></ul><ul><li>Corporate </li></ul><ul><li>Bankruptcy </li></ul><ul><li>Auditors </li></ul><ul><li>Tax Specialists </li></ul>
  4. 4. How We’re Qualified <ul><li>EXPERIENCE : Multiple Companies </li></ul><ul><ul><ul><li>500 Years of Experience </li></ul></ul></ul><ul><ul><ul><li>CEOs, COOs, CFOs </li></ul></ul></ul><ul><ul><ul><li>Been There, Done That </li></ul></ul></ul><ul><ul><ul><li>25 Senior Business & Functional Experts </li></ul></ul></ul><ul><li>IN : Restructurings, Turnarounds & Successes </li></ul><ul><ul><ul><li>Growth Management: start-ups & start-overs, </li></ul></ul></ul><ul><ul><ul><li>Sales Increase & Market Expansion </li></ul></ul></ul><ul><li>FOR : Extensive Variety of Industries </li></ul><ul><ul><ul><li>Fortune 1000 Companies </li></ul></ul></ul><ul><ul><ul><li>Small Companies </li></ul></ul></ul>
  5. 5. Industry Experience <ul><li>Finance </li></ul><ul><li>Institutional Investing </li></ul><ul><li>Mortgage Lending </li></ul><ul><li>Equity, Options & Futures Markets </li></ul><ul><li>Commodities Markets </li></ul><ul><li>Power Gen & Marketing </li></ul><ul><li>Electronic Trading </li></ul><ul><li>Insurance </li></ul><ul><li>Health Care </li></ul><ul><li>HMO </li></ul><ul><li>Medical Devices </li></ul><ul><li>Health Care Disposables </li></ul><ul><li>Contracting </li></ul><ul><li>Municipal Governments </li></ul><ul><li>Defense </li></ul>Technology Software Internet Commerce Telecom Distribution Automotive Aviation Hardware Import-Export Retail & Consumer Products Media & Entertainment Films Internet Audio-Video Repro Manufacturing Aerospace Apparel Computer Peripherals Contract Manufacturing Furniture Metal Fabricating and Assembly Concrete and Construction Diamond Tooling Electronics Manufacture Plastics Telecom Food Processing Custom Manufacturing Real Estate Development Construction
  6. 6. Options Often Narrow… Flat Lining or Underperforming ~ Many Options Early Crisis Fewer Options Late Crisis (Bankruptcy) Liquidation Flat-Lining or Underperforming Customers Defect to Competitors Cash Running Short Concrete Actions & Results Controlled Transition Early Intervention  Options   Time  Symptoms: Actions:
  7. 7. Flat Lining/Underperforming Flat Lining or Underperforming ~ Many Options  Options   Time  Market Share Diminishing Complaints Increasing A/R A/P Slowing Financial Ratios Deteriorating Listen to Customers Revamp Strategic and Operating Plans Cut Variable Costs + Fixed Overhead Modify Reporting and Accounting Systems Confront Situation Symptoms: Actions: Reduce Cycle Time
  8. 8. The Fate of the Flat-Liner <ul><li>Stuck in Neutral - Eventually Will Die </li></ul><ul><ul><li>No forward motion </li></ul></ul><ul><ul><li>Starving in the doldrums </li></ul></ul><ul><ul><li>Management incapable of acting creatively </li></ul></ul><ul><li>Imperative: Recognize Fact & Act </li></ul><ul><ul><li>The company needs help! </li></ul></ul><ul><ul><li>(But the issues may be hidden) </li></ul></ul>
  9. 9. What We Do – Specifically <ul><li>Confront Situation </li></ul><ul><li>Listen to Customers </li></ul><ul><li>Revamp Strategic & Operating Plans </li></ul><ul><li>Modify Reporting & Accounting Systems </li></ul><ul><li>Cut Variable and Fixed Overhead </li></ul><ul><li>Reduce Cycle Time </li></ul>
  10. 10. Early Crisis – Fewer Options Early Crisis Fewer Options Notable Revenue and Earnings Decline Ratios Off & Bank Covenant Violations Quality Problems and Returns Credit Line Maxed Out Assert Control Create a Plan Restructure Debt Change Management Sell Fixed Assets Sell Company  Options   Time  Significant Liquidity Problems Acute Production Problems Symptoms: Actions:
  11. 11. What We Do - Specifically <ul><li>Advise or Take Control </li></ul><ul><ul><li>(Ironwood: Advisors or Executives) </li></ul></ul><ul><li>Review Operations & Restructure </li></ul><ul><li>Refinance and/or Liquefy Assets </li></ul><ul><ul><li>Long term or short term </li></ul></ul><ul><ul><li>Deal with Banks </li></ul></ul><ul><li>Monitor Mgmt ~ Recommendations </li></ul><ul><li>Review Sale of Assets or Company </li></ul><ul><ul><li>Conduct sale of Assets/Company </li></ul></ul>
  12. 12. Late Crisis (Bankruptcy) Late Crisis (Bankruptcy) No Cash/Loans in Default All Financial Ratios Negative Customers Defecting to Competitors No Raw Materials Employees Rushing for Door Lawyers Taking Over Chapter 11: Some Flexibility Rehab Business with New Financing Reorganize without Court Protection Sell Company  Options   Time  Symptoms: Actions:
  13. 13. What We Do - Specifically <ul><li>Often Take Control (C-Level Position) </li></ul><ul><li>New or DIP Financing (if still possible) </li></ul><ul><li>Out-of-Court Restructuring </li></ul><ul><li>In-Court Restructuring </li></ul><ul><li>Renegotiations of Leases, Contracts </li></ul><ul><li>Creditors Committees </li></ul><ul><li>Chapter 11: Pre-Pack / Filing </li></ul>
  14. 14. Liquidation & Wind Down Liquidation  Options   Time 
  15. 15. What We Do - Specifically <ul><li>Provide “Soft Landing” </li></ul><ul><li>Orderly Liquidation </li></ul><ul><li>Wind-Down of all Operations </li></ul><ul><ul><li>Assets </li></ul></ul><ul><ul><li>Liabilities </li></ul></ul><ul><ul><li>Employees </li></ul></ul><ul><ul><li>Taxes & Filings </li></ul></ul><ul><ul><li>Disbursements & Much More </li></ul></ul>
  16. 16. Actions to Conserve Options Flat Lining or Underperforming ~ Many Options Early Crisis Fewer Options Late Crisis (Bankruptcy) Liquidation Flat-Lining or Underperforming Customers Defect to Competitors Cash Running Short Concrete Actions & Results Controlled Transition Early Intervention  Options   Time  Symptoms: Actions:
  17. 17. How Change Happens <ul><ul><li>The People & Process : </li></ul></ul><ul><ul><ul><li>Business Transition & Renewal Specialists : </li></ul></ul></ul><ul><ul><ul><ul><li>‘ Been there done that ’! Track record </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Broad range of experiences </li></ul></ul></ul></ul><ul><ul><ul><li>Individual & Team Approaches </li></ul></ul></ul><ul><ul><li>Provide the Means : </li></ul></ul><ul><ul><ul><li>Roadmap to Meet the Objectives </li></ul></ul></ul><ul><ul><ul><li>Missing Pieces to Fill the Holes </li></ul></ul></ul><ul><ul><ul><li>Breakthroughs to Get Past Logjams </li></ul></ul></ul><ul><ul><ul><li>Implementation to Get Results </li></ul></ul></ul>
  18. 18. What Capabilities ~ In Sum <ul><li>General Management </li></ul><ul><ul><ul><li>Strategic Planning (inc: Model Building & Testing) </li></ul></ul></ul><ul><ul><ul><li>Leadership Coaching and Assistance </li></ul></ul></ul><ul><li>Finance / Accounting </li></ul><ul><ul><ul><li>Restructuring Debt & Equity </li></ul></ul></ul><ul><ul><ul><li>Analysis & Restructuring of Financial Systems </li></ul></ul></ul><ul><li>Marketing & Sales </li></ul><ul><ul><ul><li>Research through to a Plan </li></ul></ul></ul><ul><ul><ul><li>Sales Management </li></ul></ul></ul><ul><li>Operations Management </li></ul><ul><ul><ul><li>Information Technology </li></ul></ul></ul><ul><ul><ul><li>Systems Analysis </li></ul></ul></ul><ul><li>Services to Business Sellers, Business Buyers </li></ul><ul><ul><ul><li>Acquisitions </li></ul></ul></ul><ul><ul><ul><li>Divestitures </li></ul></ul></ul>
  19. 19. Transition Management DISTRESSED COMPANIES Turnaround, Restructuring & Crisis Management Debt or Equity Financing, Sales & Acquisitions Corporate Finance HEALTHY COMPANIES Interim-Supplemental Early or Late Stage & Growth Management
  20. 20. www.ironwoodadvisory.com <ul><ul><ul><li>Help at the Helm with </li></ul></ul></ul><ul><ul><ul><li>500 Years of Experience </li></ul></ul></ul>
  21. 21. www. ironwood advisory .com MANAGEMENT FOR TRANSITIONS <ul><ul><li>Los Angeles, Orange County, San Francisco, Chicago, Boston, New York, Honolulu, Durango </li></ul></ul>Moving forward ~ with all deliberate speed!

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