Core Services

Phase I Instruction Manual + Fee Schedule

Phase I – Current Situation

• Operational assessment, including financial
• Assessment and recommendations regarding 3 of the most critical "due diligence" items from the buyer's perspective
• Valuation
  
• Sale price and date targets
  
• Identification of prospective buyers to interview in Phase II and key acquisition executives in these companies
  
  

Phase II – Market Input, Your Strategic Decisions

Phase II Instruction Manual + Fee Schedule

• Design of the interview questionnaire
• Interviews with key acquisition executives with 15-25 prospective buyers
  
• Analysis and presentation of interview data (profile of the valuable strategic acquisition candidate from the perspective of the marketplace)
  
• Comparison of this profile with the current strategic profile of your company
  
• Decisions regarding which strategic assets to acquire and/or enhance in order to approximate more closely the strategic profile desired by the marketplace
  
  

Phase III – Implement and Track Your Strategic Decisions

Phase III Instruction Manual + Fee Schedule

• Design and implementation of a strategic plan that integrates the strategic decisions made in Phase II. This plan will include:
  
  1. Vision
  2. Mission
  3. Long-Range Goals
  4. Short-Term Objectives (next 12 months)
  5. Task Assignments (quarterly, with responsible parties and deadlines)
  6. Action Items (What do we do Tuesday?)

• Quarterly follow-up sessions to track progress against plan and, if progress is lagging in one or more areas, development of a plan to catch up

Phase IV – Supporting the Sale Process

Phase IV Fee Structure

• Advice and assistance with selecting other members of the professional team, including:
  
  1. M&A Attorney
  2. M&A CPA
  3. Other(s) as appropriate
  
  
• Continued monitoring of the sale process managed by the M&A Intermediary.
  

 

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