Representative Services
Executive Mentoring
- Side-by-side assistance in analyzing and making key management and organizational decisions
- Sharing the experiences of many executive over a wide range of businesses and industries
- Challenge decisions and recommend directional changes
Organization & Management
- Corporate Planning Offsite
- Goal setting and follow-up
- Obtain “buy-in” from key managers
- SWOT (Strengths, Weaknesses, Opportunities and Threats) analysis by functional department
- Develop actionable plan to achieve goals and objectives
- Appoint “sponsors” and agreed-upon timeline for key improvement goals
Mergers & Acquisitions
- Consult with management on positive and negative attributions of transaction
- Analyze value of seller to estimate minimum acceptable value
- Analyze relative value for merger consideration
- Develop negotiating strategy and assist with transaction structure
Personnel and Employee Benefits
- Assist with decision to create new positions
- Place advertisements for key positions
- Screen resumes for presentation to management
- Assist with financial and tax implications of stock option plans
- Consult on consideration Employee Stock Ownership Plans
Capital Requirements and Budgeting
- Assist in preparation of projected income statement and balance sheet
- Analyze buy versus lease decisions
- Consult on fair allocation of overhead
- Analyze profitability by line-of-business
Bank Introduction and Financing
- Introduction to potential lenders
- Preparation of “loan proposal package”
- Meet with potential lenders to discuss terms and conditions
- Study loan agreement and make recommendations for suitable and practical covenants
- Assist in negotiating loan amount and conditions
- Assist in “work-out” cases involving violated loan conditions
- Prepare financial projection including ratios and covenants to test for compliance with proposed loan agreement
Strategic Profitability
- Preparation of profitability projection model
- Customize model to specific company and industry
- Analyze profitability by product line and line-of-business
- Prepare benchmark analysis against industry norms and averages
- Analyze accounts receivable, inventory and fixed asset management