• Evaluate management strengths and weaknesses

• Assist in the planning / execution of any determined management realignment

• Facilitate management recruitment

• Define organizational structure clarity; develop supporting communications to staff

• Create Open Book Management tools / programs to keep staff aligned

• Ensure management has necessary budgeting & reporting tools

• Define clear sales team structure

• Implement productivity & accountability tools (CRM software)

• Optimize incentive compensation / commission plans  

• Analyze the capacity of management, staff, and physical infrastructure to handle growth

• Assist in identifying growth opportunities / new markets; perform necessary research

• Develop growth execution plans with ownership / management tied to current and long-term budget planning

• Perform diligence analysis in the evaluation of acquisition targets

• Work with Board to analyze various sale, merger, or change-in-control options

• Research / identify best-suited investment bankers to assist in valuation and/or transaction

• Assist in preparation of diligence materials; define company’s “Story” for Offering Memorandum; thereby keeping management focused on running the business

• Assist in negotiation of deal terms, executing post-transaction transition, and synergy-capture to maximize any earn out provisions  

• Consultants

• Board Members

• Interim Executives

• Recruiters

• Investors