● STRATEGY ● TECHNOLOGY ● ENTREPRENEURSHIP ● PROFITABILITY ●
Prepare your financial and operational information so that the discussion is relevant. Then we can get you to where you want to be.
is your most
if the other party
'gets' your business.
that shows 3 to 4 years
on one page.
Show the growth
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.
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
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.
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.
INCOME STATEMENT DETAILED Know your Numbers!
Having good looking financials starts the conversation out in the direction to give you a clear response.
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
Interim transition team, employee retention, and reporting.
Finalize the disclosure schedules and sign contracts for the acquisition.
Under a Letter of Intent, coordinate the validation of every disclosure.
Refine Potential Acquirers to achieve Indication of Interest.
Executive Summary and Confidential Information Memorandum Prepared.
Contact Potential Acquirers to validate interest and coordinate NDAs.
Identification and Qualification of Potential Acquirers.
Coordination of the details to prepare for an Acquisition.