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Delivering Results

Acquisitions Advisory

Growth through Acquisition  

STEP navigates the process with you to find the best acquisition partner. Acquisition Advisory Services include facilitation of relationships with vetted and aligned companies for acquiring, selling, creating a joint venture, or merging businesses.

The STEP process results in relevant and direct dialogues with aligned companies and Private Equity firms. 

Market Positioning

Own Your Market

STEP provides specific guidance to position your company to be further distinguished in the many channels servicing your market. Resources and technologies are used to enhance your growth.

STEP Market Positioning:

  • Marketing Plans

  • Market Research

  • Competitive Intelligence


Who do you Know

Clear thinking about parties with whom to engage is a pathway to success.  STEP has access to key players who can be a game-changer for your deal. 


Our process fluidly connects the right people in the right positions in the right manner.

Growth Strategy

Accelerating into the Curve  

STEP plans a course of action to support important relationships for companies to enable growth with relevant strategic alliances and specialized resources.

Growth Strategy Services:

  • Strategic Business Plans

  • Operations Strategies

  • Management Team Building

  • Management Advisory

Business Development

Business Opportunities

Facilitating meetings with aligned parties to strengthen your business growth plan. STEP works with you to expand your business reach.

Business Development Services:

  • Strategic Sales Approach

  • Sales Presentations

  • Strategic Alliances

  • Joint Ventures / Licensing

  • ​Revenue Generation

Presentation Story

The Art of Presentation

Sustaining an engaging meeting leads to favorable deals.  How you will grow, who are you in your market, and your brand excellence are all part of your financial story.  


STEP has skills in designing a presentation to highlight the meaningful financial growth story points in order to show your opportunity at its best.

Deal Preparation

STEP prepares you for a successful deal. 


Your brands, your technology, your revenue trends, your customers, your channels, your cash flow, and your overall financials are the central discussion points. 

Well in advance of a deal, STEP will guide you through preparing to present. 

We lead your Deal Team and orchestrate the relevant resources  who can support:

  • Accounting  / Audit / Quality of Earnings

  • Quality of Systems / ERP Solutions

  • Data Analysis

  • Legal / Tax / Estate Planning 


Companies that are driven by data have an advantage.


Your company is evaluated on the strength of your products / services in the market, the talent in your management team, and the reliability of your systems and operations.   


To ensure that your company is well positioned for the next phase of growth, take the time to evaluate your information systems in order to put the right ERP solutions in place to run the business.  

Reach out to our sister company at to prepare for a Quality of Systems Assessment, ERP Review, or a Systems Selection and Implementation.

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