A little extra time and attention in advance can often go a long way towards improving valuation at sale and ownership transition.
Services Offered
In addition to our Mergers and Acquisitions advisory services, Post Oak Associates also provides premium business consulting services for small and medium-sized business owners considering selling their companies. These business consulting services concentrate on discrete projects that will have an outsized impact on improving the valuation each business might receive from buyers and smoothing the transition to new ownership. Example projects include:
- Evaluation of strategic alternatives–comparing the potential results from selling a business, to growing it organically and strategically, to executing a transaction like a dividend recapitalization
- Reduction of customer and/or supplier concentration
- Development of sales and marketing strategies
- Implementation of cost reduction programs
- Creation of a management team strengthening and transition plans
- Analysis of capital expenditures and buy vs. build decisions for property, plant and equipment
- Strengthening of financial planning/reporting capabilities, as well as accounting systems and controls
- Development of ownership transition communication strategies for employees, customers, suppliers, and other stakeholders
Selectivity
Post Oak Associates provides business consulting services only to a small number of carefully selected clients each year in order to focus the time and attention we supply to each and to maximize the chances of a successful closing. Key characteristics of our clients include:
- Size–minimum $1 million in revenue
- Industry–manufacturing, distribution, and services
- Geography–headquartered in Texas, with a particular emphasis on Houston, Dallas, San Antonio, and Austin
- Company Characteristics–cash flow positive with owners focused on improving business valuation and protecting legacies
Our Business Consulting Process
- Initial Evaluation–we will work with you to learn more about the strengths and weaknesses of your business. During this phase we will provide you with an initial view on valuation and a most-likely deal structure and discuss whether or not we are a good partner your goals. Where applicable, we will also suggest discrete business consulting projects designed to boost your valuation and smooth the transition to new ownership.
- Execution–we will work efficiently and discretely to execute your projects with a continued eye for balancing the speed and effectiveness of our efforts on your behalf.
- Follow up–after each project is completed, we will review the results of our efforts and provide you with an updated valuation estimation.
Next Steps
Our business consulting services help you avoid leaving money on the table and achieve as much value as possible from all your years of hard work. Please Contact Us to learn more about how we can help.