Where "true" advocacy intersects with technical advisory.

Assess Value

The Starting Point is You


The success of a transition or transaction is ultimately determined by what you, the owner, want.


Every owner has different degrees of priority, which impact both economic and personal value.


We begin with an assessment of both you and the business. Then we design and guide the enhancement and transaction process to ensure the goal you begin with is the outcome you achieve.

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When it comes to a transaction…

"It will feel like everyone's hands are in your pocket...unless you properly align interests."

Align Value

"True" Advocacy Requires Technical Expertise


Various parties to a transaction have competing agendas, which can extract value from the owner-seller.


From fee structures to transaction timelines, the goal of these intermediaries is often to maximize their value not your own. 


The uniqueness of our skill sets allows us the ability to design and manage the end-to-end deal process. Doing so, we align interests of key parties along the way to ensure business value is maximized for the owner.

 

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The question to ask yourself…

“How much time am I willing to give to enhance my value?"

Enhance Value

Right Plan & Right Path for Growth


Value creation planning and execution are critical to enhancing value. This process requires a collaborative, situational approach to examine multiple facets of the business.


The goal is to help management improve EBITDA margins and growth, enhance current operations, demonstrate the business model's sustainability, and establish the Company's transferability ahead of a transition or transaction.


We do this by focusing on leveraging the Company's value add processes, systems, and organizational initiatives to unlock real value accretion, including elements of economic modeling, gap analysis, infrastructure design, and project management and execution.


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Remember…

"Either you will express the value of your business to the buyer or they will express it to you."

Express Value

Data-Driven Business Management


Your ability to meaningfully articulate the value of your business ultimately determines how much of the value of the transaction accrues to you.


We have a disciplined approach to implementing data driven business management in how you express the value. Our approach is built upon getting at the “true” economics of your business.


We connect the value of your business currently to what it will be in the future through underlying data and the design and integration of technical IT systems and management tools, if necessary.

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In the end...

“Are you able to lead a buyer to a congruence of perceived value?"

Realize Value

Guidance & Execution


Most advisors focus on realizing value apart from helping you enhance it. However, our approach is an end-to-end process which results in value realization.


We combine elements of alignment, enhancement and guidance of the transaction process to ensure value is maximized and your ultimate objective is achieved.


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