Middle market and private companies.

Tailor made business advisory services.

 

Strategy and Planning


When managing your company, effective strategy and planning can have a substantial impact on success. We can review your strategy and ensure your business objectives are in line with your growth plans. We will assess all the aspects from management to operations so that your business is on track to reach its long-term goals and profitability targets.

Business Planning and Organization


Our people help you gain a competitive advantage through strategic planning and by
implementing a durable and profitable business model. Our proven process includes:


• Develop long-term strategic business plans
• Facilitate and manage strategic planning meetings
• Advice senior management and support key business decisions
• Develop corporate strategies to increase efficiency of employees and business systems.

Succession Planning


Eventually, you want to pass your company on to members of your family or other qualified successors. We can help you with goals and objectives, and assist you to align those of others. Our specialists:


• Minimize tax consequences on transferring ownership of shares, assets and wealth

• Help with an effective transfer of business control and the issues involved to maximize value
• Develop effective and seamless exit strategies for owners/managers
• Provide financing to realize accrued value of business

Find out more about our succession planning services. Click here.

Acquisition, Merger and Exit Strategies


Let us determine whether your business is a good fit when merging with another company,
or calculate if it is a good time to sell. To achieve these goals, we:


• Identify target companies and strategic partners to develop acquisition strategies
• Assess the business assets and management team of both organizations
• Analyse and recommend a bid price
• Due diligence reviews of financials and tax to determine the optimum price for a target company.
• Assist with post-acquisition tax restructuring/ integration and financing.
• Assess risk of transaction
• Develop exit strategies and support transition

Need more information? Please contact us to find out how our experience can be put to work for your organization.