left.png

STRATEGIC PLANNING

While you are busy serving clients, who is paying attention to the business of your business? 

We have managed companies with billion dollars of spend in advertising, created actionable strategies for digital and marketing services companies, and advised CEOs, COOs and CFOs on all aspects of their business opportunities and challenges.

WE CAN HELP YOU:

  • Assess your positioning in the market place

  • Set a strategic vision for the business

  • Review financial results

  • Analyse profitability and operating metrics

  • Create incentive programs for your employees

  • Create a  long range growth plan

  • Create a long term exit plan

  • Provide valuation advice

dingbat.png
 
left.png

Value Realization

Are you looking for growth capital, a
strategic partner or a succession plan?  

We have been strategic buyers and venture investors and have a deep understanding of how to find the right partner and maximize value in that process. 

WE CAN HELP YOU:

  • Provide assistance in preparing financial information in accordance with GAAP

  • Providing assistance in conversion of financial results from a “cash” to “accrual” basis

  • Review of accounting methods and procedures

  • Quality of earnings review to calculate normalized profitability

  • Review of existing tax structure in light of a potential sale

  • Identify the right group of prospective partners

  • Create marketing materials for your business

  • Provide valuation advice

  • Deal tax planning assistance to maximize after tax proceeds

  • Working capital assessment and deal negotiations

  • Negotiate a term sheet or LOI for the sale of your business

  • Assist in all aspects to execute a transaction

dingbat.png
 

Strategic Acquisition

We understand M&A through
the lens of strategic buyers. 

We spend our days taking the pulse of the landscape.

WE CAN HELP YOU:

  • Assess the strategic M&A landscape

  • Identify opportunities in the market

  • Make connections, introductions, etc

  • Financial due diligence

  • Structuring for tax efficiency

  • Quality of earnings analysis

  • Working capital requirement assessment

  • Cash flow due diligence

  • Identify unrecorded assets and liabilities

  • Negotiate LOI

  • Evaluate transaction agreement terms and conditions

  • Post transaction integration assistance and transaction reporting