Banner

< Return to News Articles

Looking Back to Plan the Future

Looking at the calendar, it is natural to ponder the transition perspectives presented. As one year closes; another is just beginning. It is an excellent time for company owners to consider the options for what is next.

A productive way of doing this is to complete a Value Factor Analysis. This process looks at strengths, weaknesses, opportunities and threats of a business from a buyer’s perspective. It helps you look realistically at transition options.

Here are several key factors:

  • When? Start early enough for a meaningful transition. Act before you have to and leave “gas in the tank”.
  • Where? Take a realistic look at sources of revenue. Can they be sustained through a transition? Recurring sources are most sought after. If you start fresh with every customer, do you have a system that can be transferred?
  • Why? Ignoring transition is not a good plan. Take charge of your future. Don’t let circumstances and events make the choices for you.
  • How? We can walk you through the process or you can start by completing the Value Builder survey via the link on our home page.

Give us a call and we can help you evaluate when to take your next step.

 

< Return to News Articles

BTS News

  • Prepare for the Market Rebound

    Prepare for the Market Rebound

    For many business owners, the economic effects of the COVID-19 pandemic have been devastating – especially for those who were planning to sell their businesses.

    Read more >

  • Using Downtime to Add Value

    Using Downtime to Add Value

    As business owners are working to process the impact of COVID-19, we’re looking at how it will affect M&A. The good news is that many companies and private equity firms have been doing well for year

    Read more >

  • Are Buyers Still in the Market?

    Are Buyers Still in the Market?

    We believe that mergers and acquisitions will continue once the current crisis ends...based on the volume of inquiries from private equity funds, search funds and well-funded individual buyers.

    Read more >

  • Use the Threat to Better Prepare

    Use the Threat to Better Prepare

    Today there is a lot of uncertainty about the future of business...there are things you can do to prepare for an eventual sale of your company– especially now.

    Read more >

  • Crisis Shows Ripple Effect of Business

    Crisis Shows Ripple Effect of Business

    Our focus at BTS is on small companies that are the backbone of the economy...This gives us exceptional insight into what it is like to be owner-operators.

    Read more >

  • Dealing with risks in a company sale

    Dealing with risks in a company sale

    The passing last week of Harvard Business School professor Clayton Christensen – famous for his theory of business disruption - is a good time to consider business risk.

    Read more >

  • M&A Advisor Tip: Earnouts Can Break a Deadlock

    M&A Advisor Tip: Earnouts Can Break a Deadlock

    Earnouts can be used to address a perception of risk faced by a buyer. They also are used to bridge a valuation gap between a buyer and a seller.

    Read more >

  • Changes by owners helped a sale

    Changes by owners helped a sale

    Owners considering selling can look at the experience of a N.H. company for ideas of what to do to increase their chances for a good transition.

    Read more >

  • Advisor Tip: Don’t lose your focus

    Advisor Tip: Don’t lose your focus

    Don't let those future plans distract you from what's going on today.

    Read more >

  • Growth Methods Used by Buyers

    Growth Methods Used by Buyers

    We often hear from founders who feel they have hit the ceiling with what they can do with their companies. Buyer groups in the market see this as an opportunity.

    Read more >

Case Studies

  • Precision Machining Company

    Initially, liquidation was a serious consideration. It would offer a quick exit but would hurt loyal employees and disrupt the customers who had come to rely on its quality production.

    Read more >

  • Green Product Company

    Our client owners could dig in for the long haul…However, this would take five years or more. Owners simply lacked the horsepower to do it.

    Read more >

  • Water Purification Company and Young Buyers

    Owners decided they wanted to retire. They also wanted to be fair to the staff who had been loyal to them. Could the company be sold, the staff retained and the facility remain in use?

    Read more >

  • Magnetics Company with High Profile Customers

    (T)he manufacturer would need to focus on growing EBITDA to capture interest from major strategic buyers and achieve a higher multiple of earnings.

    Read more >