Management teams often face various strategic dilemmas when evaluating their organic and inorganic growth strategies and the range of financing or M&A options available to them.
Prior to undertaking such engagements, our team conducts a comprehensive strategic analysis to help our clients validate and define their goals and objectives. With senior-level attention at the outset, our team evaluates a range of strategic alternatives to create custom-tailored solutions to ensure the highest likelihood of success and optimal outcomes.
This three-part process starts with a strategic discovery, along with an assessment and ultimately the formation of an actionable strategic plan.
Discovery
- Company specific qualitative factors
- Company specific quantitative factors
- Market factors
Assessment
- Identify potential parties based on scope and size
- Illustrate the value proposition
- Recognize potential obstacles
Planning
- Outline the process and timeline to move forward
- Highlight short-term milestones and objectives
- Establish clear expectations and objectives for the client
