Launching a business requires significant preparation. You only get one opportunity in front of investors or lenders. It is critical that you clearly articulate, among other things, the market opportunity, your business model, the competitive landscape, potential risks and mitigants, capital needs, and financial projections.
Before investing your time and money in a new business idea, it is important that you take a critical look at the feasibility of your idea. Emotional attachments and business do not mix. An independent review will give you confidence to proceed or help you avoid a bad investment. A clear vision, strategy and roadmap to accomplishing objectives are the foundation of success. A well-defined strategy ensures alignment among shareholders, management and employees thereby increasing your probability of achieving success. Developing a concise yet comprehensive business plan is critical in raising equity or debt capital for your business. The plan should address key aspects of your business including market opportunity, competition, key risks and mitigants, financial projections and capital requirements. Summarizing your business plan in a compelling pitch deck will give potential investors confidence in your business. A successful deck will address key aspects of your business strategy while also providing a sound investment thesis to attract the right capital partners. Even the best companies can face significant challenges at various points in their lifecycle. These challenges arise from a variety of sources including loss of a large customer, regulatory changes, key employee turnover, or something entirely different. The effects of these challenges can be widespread ranging from creditor issues to employee turnover. Getting help from someone who has been down this path before will help you navigate these issues and provide you with peace of mind that you will be able to persevere through these challenging times. An effective debt restructuring will provide breathing room to focus on the root cause of your business’s issues. Working with your creditors on a restructure can also help to avoid business bankruptcy. Distressed businesses can face challenges from both internal and external sources. Identifying and addressing the root causes of these issues will allow you to improve the short and long-term prospects of your business. Your business cannot survive a distressed situation without proper liquidity management. Assistance managing liquidity and cash flow will allow you to focus on your business and give your creditors added comfort. Most businesses operate with limited resources. Often there are opportunities or challenges which require additional resources. Hiring a permanent manager may be cost-prohibitive. In these situations, interim help is an effective solution. An objective look at all aspects of your business has many benefits. It can help identify blind spots, ineffective business processes, and opportunities to improve profitability by recognizing unprofitable customers or even product lines. In addition, while value can be created through mergers and acquisitions; however, a poorly executed transaction can have a devastating effect on the value of your business. Similarly, the sale of your business without significant advance planning can result in leaving a substantial amount of value on the table. An objective assessment can help identify risks, opportunities and areas for improvement. You will receive unbiased feedback to assist in making informed decisions about the strategic direction of your business. Understanding risks and opportunities prior to closing is critical. Services include quality of earnings assessment, identification of key business drivers and primary areas of risk. Identifying key drivers of your business’s performance will help optimize performance. Active monitoring KPI’s will provide early warning signs and allow you to proactively address potential issues. The process of maximizing the exit value of a business should begin well in advance of the decision to sell. Addressing potential issues such as succession planning can help maximize value.
Services
Start-ups or Early Stage Businesses
Feasibility Studies
Business Strategy
Business Plans
Investor Pitch Decks
Turnaround and Distressed Situations
Debt Restructuring
Performance and Profitability Improvement
Liquidity Management
Interim Management
Established Businesses
Strategic Business Assessments
Transaction Due Diligence and Advisory
Key Performance Indicators and Organizational Alignment
Exit and Succession Planning