Business Planning

Business planning is the process of creating a roadmap for the future of a company by identifying goals and objectives, analyzing market trends and competition, and creating strategies and action plans to achieve those goals. It involves assessing the company's current situation, identifying opportunities for growth and improvement, and creating a plan to achieve those goals through the implementation of specific tactics and activities. The process of business planning is ongoing and should be regularly reviewed and updated to ensure that the company is on track to achieving its goals and staying competitive in the marketplace. The foundation of success for any business and business leader is to develop a clear plan that identifies the goals of the organization and helps all employees decide what is in and out for consideration. Most entrapreneurs start their business with an idea, and venture in with no clear business plan. If they look for financing from professional sources, they will be asked to present their business plan, which forces them to develop one. But regardless of outside influences, it is critical for the leaders of any organization to put forward the thought process that develops a coherent picture of what the business is, who their competitors are, how to position themselves against those competitors and outside forces, an what defines success fo them. A business plan document would be the outcome of the process. It is critical to understand that the benefit comes from planning, which forces all stakeholders to think and develop the vision, but also the clear image that is understandable to financers, clients, employees and suppliers, all the same. With years of experience and expertise in business planning, we can facilitate the process, guide the thinking, and develop a clear and concise business plan for your company.

Strategic Direction

Strategic direction refers to the path that an organization takes to reach its ultimate goal. There are many ways to travel from point A to point B. Companies with clarity have to select one direction that is strategically benefitical and allows the company to satisfy its business plan with the resources that it has available to it. It involves setting clear objectives along the way, identifying key areas of focus, and determining the most effective ways to achieve the desired outcomes. A strategic direction is an overarching plan that guides the company's overall mission, vision, and how it reaches its goals, and it helps to align the company's resources and capabilities to achieve its desired outcomes. It's important for an organization to have a clear strategic direction to ensure that it is able to navigate the rapidly changing business environment and achieve sustainable growth in the long term. Through a systematic approach and formalized steps we guide the leadership of your organization through the discovery process that leads to identification of the strategic direction of your company. We will then work together to develop a clear communication plan that shares that strategic direction with the rest of the organization and reaches alignment among all. We will then revisit the strategic direction every quarter to ensure correctness and make any course correction that might be needed.

Acquisition Advisory

Acquiring an established business is one of the most difficult decisions for individuals or corporations alike. We bring our years of experience to assist you in making a business acquisition that matches your skills and personal goals. We assist our clients in identifying, evaluating, and ultimately acquiring businesses or assets. Past clients have greatly benefited from our knowledge of contracts, mergers, acquisitions, negotiations, due diligence, intellectual property evaluation, regulatory and compliance, and deal structuring, using our expertise to complete their ideal business acquisition. We also expertly value businesses and help clients buy businesses at a fair price and terms. Our offerings may include business valuation reports. We help the following groups make successful business acquisitions: investors, financial business buyers, industry buyers, individual business buyers, and strategic business buyers. We help them find, evaluate and purchase all or part of their desired business through our unique Business Acquisition Advisory service. Some of our activities include: • Development of business buying parameters to drive the search for a business to acquire • Target screening of potential businesses for sale prior to contact • Encourage tentative yet attractive sellers by eliminating obstacles such as unrealistic valuations and concerns with employees, suppliers and integration • Negotiate and structure deals to benefit the business buyer • Seek out innovative, non-traditional financing (debt, equity, government loans/grants) for a business acquisition • Continue to serve our clients with ongoing financial services • Search for companies through our vast network of business owners, private-equity groups, fund managers, investors, and industry associations. We present clients with a pool of qualified companies that match their selection criteria from public and private markets • Develop strategies to ensure the client receives a timely and complete business acquisition and integration plan • We do not reveal our buyer client’s identity to potential business sellers until our buyer client approves of the targeted business.

Acquisition Sourcing

Acquisition sourcing is the process of identifying and evaluating potential acquisition targets for a business or organization. This process involves researching and analyzing various companies and assets that may be a good fit for the organization's strategic goals and objectives. Acquisition sourcing typically includes activities such as market research, competitive analysis, financial analysis, and due diligence to determine the viability of potential targets. The ultimate goal of acquisition sourcing is to identify the best potential acquisition targets that will help the organization achieve its strategic objectives and create long-term value. Acquisition sourcing is an essential service we offer to our clients to help them identify and evaluate potential acquisition targets that align with their strategic goals and objectives. We conduct extensive market research and analysis to identify companies and assets that may be a good fit for the client. Our team of experts perform thorough due diligence and financial analysis to evaluate the viability of potential targets. We provide our clients with a comprehensive report of the best potential acquisition targets, including pros and cons of each, and help guide them through the process of closing the deal. Our goal is to help our clients identify the best possible acquisition targets that will create long-term value for their business. Once the goals and business focus of the client has been identified, we assist in sourcing a select group of businesses for consideration. Through our network of business owners, investor groups, fund managers, angel investors and industry associations we have access to a large pool of small and large companies that my be available for acquisition or investing to the right buyer/investor. Success is not only identification of an acquisition target that fits the need of the client, it also has to be a match between the company’s current culture and the direction and management style of the acquirer. Experience has shown that a mismatch between the two can result in a failure for all sides.

Business Optimization

Business optimization is a process that helps organizations improve their business performance and achieve their desired goals. Our team of experts analyze the clients' business operations, identify inefficiencies and bottlenecks, and provide recommendations on how to optimize their processes, products and services. We also help our clients to implement new technology and automation to improve their efficiency and reduce costs. Additionally, we provide guidance on financial management, marketing and sales strategies, and human resources management to help our clients achieve their desired growth and profitability. Our goal is to help our clients optimize their business operations, improve their performance, and achieve their desired goals. For years companies have been documenting, improving, redesigning, automating, and placing controls on their business processes. Today’s rapidly changing world continues to require all companies to continually evaluate, recreate and rebuild their core processes to meet their challenges. Our Business Optimization Services provide practical solutions for clients going through business change or improvement initiatives. We focus on the root cause analysis to identify business functions in need of improvement, collaboratively develop a solution incorporating the client culture to improve efficiencies, productivity, and performance.

Business Management

Business management service is a comprehensive solution that we offer to our clients to help them manage their business effectively and efficiently. Our team of experts provide guidance and support on various aspects of business management such as financial management, marketing and sales, human resources management, and operations management. We provide customized solutions to help our clients achieve their desired growth and profitability. Additionally, we help our clients to identify and mitigate risks, and develop a strategic plan to achieve their long-term goals. Our goal is to help our clients manage their business effectively, achieve their desired growth and profitability, and ensure the long-term sustainability of their business. Silent investors are those who are looking to own, or invest in a company without being involved in the day to day operation of the business. For those investors who want the ownership of a business without personal involvement, we offer our management services that allows us to act as the owner’s representative and handle the general management aspects of the business for our clients.