READINESS DRIVES GROWTH
Our team partners with you to identify and deliver practical solutions to create shareholder value.
Challenge
Many companies find their organization structure, operational controls and financial management are not sufficiently developed to support their desired growth trajectory or accelerate a new business model. These objectives often require new capital from investors or partners who will conduct thorough due diligence to determine the company’s ability to manage and achieve its business and financial goals. If the company is not ready, potential investors and partners may assign a lower valuation to the business, or turn elsewhere for growth investment opportunity.
Readiness Services
Investment bankers focus on strategic corporate finance and macro business strategy to drive or realize shareholder value. Our Readiness Services will help management and the board step back and take a deep dive to assess the current state of the company before moving forward on strategic business, operational, or financial initiatives.
We conduct a comprehensive assessment of a company’s historical and current performance and near to intermediate term outlook through the lens of "what drives the business?" Our assessment includes a deep review of operations and financial management as these are the foundational elements necessary to support organic growth, accelerate a new business model, raise and deploy capital, or prepare for strategic partnership, including an outright sale. Assessment points directly to the steps required to remediate any areas that are not ready to support the intended strategic actions.
Remediation
Our team works closely with your company to implement change to quickly move your company forward to realize its objectives. Our remediation incorporates performance management, accelerated transformation and interim management.
Readiness assures a company has the foundation to achieve its full potential to create shareholder value.
- Governance and Management Alignment
- Organization Structure
- Sales Trends & Outlook
- Trial Balance Alignment to Financial Reporting
- Cost Accounting
- Product / SegmentReporting
- Quality of Earnings Analysis ("QoE")
- Budgeting / Forecasting
- Dynamic Re-forecasting
- Operating and Financial KPIs / Ratios
- Debt and Capital Adequacy Requirements
- Board and Management Reporting
After our comprehensive assessment and remediation, we can continue to provide performance improvement, interim management and ongoing support to budgeting and forecasting as well as financial planning and analysis (FP&A) as a regular management reporting protocol.
To learn more about how we can help assess and deliver your company's readiness for growth, please contact John.