Suited to Meet Your Specific Needs

1. Tailored to Meet Your Specific Needs
Business Readiness® assessment:
• Owner’s objectives, preferences and priorities
• Comprehensive review of the business
• 360◦
interviews of key employees, advisors and service
providers, partners, stakeholders
• Strategic Assessment and Implications for Action
• Areas of risk…actions to mitigate
• Identify value drivers and differentiators
• Proceeds required to accomplish objectives
• Initial valuation range
• Follow-up as needed/ desired to implement actions &
monitor progress
M&A Advisory:
• Set expectations re: valuation, process and objectives
• Prepare all offering materials
o Business profile for initial solicitation
o Confidential Information Memorandum (CIM)
o Supporting financial & business info
• Target list of potential acquirers
• Outreach to target list
• Facilitate site visits, management meetings
• Negotiate LOI’s and offers
• Due diligence, purchase documents, closing
Readiness Coach:
• Initial set of one-on-one coaching sessions
• Business Owner focus
• Establish objectives, priorities
• Build relationship and trust
• Pros and cons of exit alternatives
• Identify & address key near term actions
• Help business owner make informed decisions
Deal Coach:
• Evaluate existing offer(s), terms sheets
o Letter of Intent (LOI) for acquisition
o Term sheets for capital investment
• Prepare materials (what to share and when)
• Respond to requests…anticipate likely responses
• Create competition and urgency with acquirers
• May include a short term targeted/ limited auction
Scope&DurationofEngagement
Simpler/ShortTerm------MoreComprehensive/LongerTerm→
→
Stage
 Preparation (strategic) ---------------------------------------------------------------- Implementation (tactical) →