THE 5 STEP PROCESS
Upon deciding to scale and acquire there are several documents that would be requested in advancement of doing a pricing evaluation, accessing the market growth rate, business model, risk profile, inflation rates, market risk rates and industry growth rates. Followed by drafting a LOI (Letter of Intent) with an offer, accepting a PA (Purchase Agreement) and moving from acquisition to merger. This process is complex, costly and requires very specialized knowledge from multiple individuals involved who have spent decades building and buying businesses.
I review the current state of the business from P & L's to Bank Statements to Tax Returns to create a customized plan to increase the scalability of the business and the bottom line.
I evaluate the management, leadership and frontline for ineffciency and inconsistencies. Most businesses are struggling with sustainability instead of being system and strategy focused.
I implement sustainable organizational tools and tech to scale your investment portfolio and businesses while keeping your customers/employees retained longer.
I speak with or meet your attorneys, accountants and advisors to learn how to attain the desired outcomes while protecting the assets and acquiring more.
I work directly alongside Funders & Founders throughout each step of the way we make sure patents, trademarks, Corporate structures and tax strategies are implemented to maximize protecting the asset, providing a proper valuation and minimizing any liabilities while acquiring a larger business portfolio.
Has been in business 18 years helping clients across a multitude of industries and in various different countries. I work hand in hand via text, call and zoom with the funder and founders ... companies with 5 employees up to 150 employees and 1 million in revenue up to 50 million in revenue. My focus is to provide an intimate experience while helping you build and buy businesses to create generational wealth.