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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.

 

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BTS News

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  • Three Things to Check

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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.

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  • 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.

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  • 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?

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  • 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.

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