Preparation 

Prepare your financial and operational information so that the discussion is relevant. Then we can get you to where you want to be.

SALES BY 

Reporting

is your most

powerful

document

for rapidly

understanding

if the other party

'gets' your business.

INCOME STATEMENT 

that shows 3 to 4 years 

comparatively

on one page.

Show the growth 

percentages.

Show one year projected.

We are Listening!

We listen to
what you want,

we understand what you do, we see where you are going.

INCOME STATEMENT  Your financials tell a great story about your financial success.

  • Shows Trends and Key Value points.

  • Present in Summary and have it open to the Detail.

  • Present the Percentages.  The percentages are what the readers look for immediately so calculate them and anticipate getting questions of Why.

Financials-IncomeStatement.JPG

SALES BY BRAND

Show how the brand grows Year Over Year by showing the Growth % Year over Year as well as showing the Gross Margin % and showing the Sales % that each Brand represents of the Total Sales 

Financials-SalesByBrand.JPG

SALES BY SKU

Show how your SKUs are performing by showing the Growth % Year Over Year and include the GM% by SKU if you can.  Highlight the % of total sales that each SKU represents.  You will be asked about SKU Concentration and this will help to explain.  

Financials-SalesBySKU.JPG

SALES BY CUSTOMER

Show how your customers are growing with you by showing the Growth % Year Over Year.  

Present the GM% by Customer.  Highlight the % of total sales that each Customer represents

You will be asked about Customer Concentration and this will help  to explain.

Financials-SalesByCustomer.JPG

INCOME STATEMENT DETAILED  Know your Numbers!

  • Having good looking financials starts the conversation out in the direction to give you a clear response.

STEP-1024_1.jpg

We do Deals

We are with you through every step of your deal. Our expertise, our ability to support the deal, and our ability to drive the opportunity with you.

We team build

We are part of your extended business team and we work with you and your senior management to create results that are great.

Acquisition Approach Steps

Integration

Interim transition team, employee retention, and reporting.

Closing

Finalize the disclosure schedules and sign contracts for the acquisition.

Due Diligence

Under a Letter of Intent, coordinate the validation of every disclosure.

Negotiation

Refine Potential Acquirers to achieve Indication of Interest.

Discovery

Executive Summary and Confidential Information Memorandum Prepared.

Contact

Contact Potential Acquirers to validate interest and coordinate NDAs.

Research

Identification and Qualification of Potential Acquirers.

Preparation

Coordination of the details to prepare for an Acquisition.