eric gilboord v1.5 buyer may 20 , 2016 no team no working with- copy (2)
TRANSCRIPT
For All Your Strategic Acquisition Requirements Pre & Post Sale
The challenge
Finding a great company to buy, can be like looking for a needle in a haystack.
The strategy
More needles less haystack.
The result
Finding the best company for your requirements.
Who we are
• Warren Business Development Center has been in business for 3 years.
• Our strength has been in preparing SMBs, to sell or transition.
• Our evolution includes bringing quality, profitable SMBs to the attention of interested parties such as Family Offices, Consolidators (Roll-Ups), OEM’s and other enterprises looking for inorganic growth.
• We differ from traditional Business Brokers and M&A Firms by providing all the services they offer and a whole lot more.
• Due Diligence, In-depth Assessments including - Operations, Finance, Sales, Marketing, Technology and Personnel, Funding support, Government grants and much more.
Who we are
We execute the plan and get the job done.
Who we are
• In addition, post purchase and after a complete assessment , we create a DDIP (Deep Dive Integrated Plan) growth plan and execute all the elements for you.
• For business Buyers we can Identify, Assess, Facilitate a Purchase, Improve, Integrate and/or help Manage companies for you.
• Growing by acquisition is a highly effective strategy. Buy competitors or make strategic acquisitions when SMB owners are ready to transition or not.
• Typically these are underperforming companies with plenty of upside potential.
• Our Team includes professionals who have worked on both sides of the buyer/seller spectrum as well as a significant amount of experience with all sizes of businesses real family and office family.
What we do
• WarrenBDC engages with buyers to understand their acquisition goals.
• Carry out searches of target sellers that meet our clients specific needs.
• Gather relevant information and present the data in formats that allow management to make the right decisions on the target’s people, finance, market opportunities, growth, profitability, integration issues, compatibility, synergies etc.
• We determine if any of the Targets weaknesses or threats can be overcome through its strengths, opportunities and potential synergies.
• If the Target meets the pre-determined profile provided to WarrenBDC we move to stage two of our three stage process.
Pre Consulting
Consulting Project
What we doPre
ConsultingConsulting
Project
Not the company you want to acquire.
What we doPre
ConsultingConsulting
Project
Absolutely the company you want to acquire.
How we do it
• Companies exaggerate capabilities, successes, opportunities and growth prospects. By auditing management and employees we quickly assess the gap between reality and fiction.
• We corroborate statements made by management with the underlying data and any inconsistencies are checked in-depth.
• We compare results with competitive companies to determine the Target’s relative performance.
Consulting Project
How we do it
• We review financial forecasts with emphasis on cash flows and compare those with actual performance, current assets and liabilities.
• We go beyond typical M&A or Broker Financial only reviews and look at Operations, Sales, Marketing, Personnel and Opportunity etc.
• We complete this part of the assignment by providing a comprehensive report on the Target with recommendations.
Consulting Project
Why we do it
• Buyers rarely have available and/or trained management resources to spend the necessary time buying other companies.
• This may be the most important decision and transaction for any business owner/corporation to make…a mistake here could severely reduce the value of their enterprise.
• These are changing times and a rare unprecedented opportunity exists within the SMB world.
Consulting Project
Why we do it
• Organic growth is becoming increasingly difficult in what is a slow to no growth global environment.
• Thousands of SMB’s are reaching their ‘natural selling point’ and need to find an exit strategy. 80% of boomer aged owners have no exit plan.
• Now is the time for a smart acquirer to cherry pick opportunities.
• There are very few consulting firms with our breadth of knowledge and experience along multiple disciplines within the SMB market – we are truly a one stop shop to rely on!
• We know the SMB Owner intimately.
Consulting Project
From
• The most valuable part of our assignment (Stage 3) is a successful buyer/seller negotiation and integration of a Newco within an existing enterprise.
• Assuming a ‘go’ decision by our client on the acquisition Target, the knowledge obtained in the discovery and research phases of the assignment form an invaluable basis for a successful post consulting phase.
• Through decades of experience working with and negotiating with entrepreneurs and our in-depth knowledge of the SMB market, we believe we can meet the criteria of any bone fide buyer and realize the synergies and overall performance anticipated in the WarrenBDC report.
Post Consulting
DiscoveryResearch &
Recommendation
