Valuation Myth
Valuation models are useless unless they are buyer specific! Let’s look at the ingredients of most CPA type valuation models. Discussions with management regarding the history and future of the company. Historical financials and future projections of Profits and...
Trigger Points
As the CFO of a lower middle market business with say Revenue in the $50m to $250m, what are your trigger points that keeps the sales function honest? In almost all industries the Book to Bill ratio is unreasonably important. You could be in niche manufacturing,...
Simplify Your Thinking
As we scale our portfolio companies the thought of Simplicity vs Complexity came to mind this week. Entrepreneurs, private company owners, and C-Suite execs, however you see yourself, I’m seeing the same mistakes over and over again. You are making life way too...
Lessons for Owners – Refreshing Your Operating Model
McKinsey published an article in August last year titled “How to get your operating model back on track”. So, I’d like to summarize their findings first in the context of the lower middle market. I’ll then share a practical version of an...
Lesson for Owners – Legacy Product Dependency
As promised, over the coming months we will be posting various aspects on how buyers think. What motivates an acquirer? We want to share these insights to help owners understand the aspects of a business that a serial acquirer cherishes. Too many entrepreneurs are...
Lessons for Owners – Customer Dependency
As promised, over the coming months we will be posting various aspects on how buyers think. What motivates an acquirer? We want to share these insights to help owners understand the aspects of a business that a serial acquirer cherishes. Too many entrepreneurs are...
Lessons For Owners – Owner Dependency
As promised, over the coming months we will be posting various aspects on how buyers think. What motivates an acquirer? We want to share these insights to help owners understand the aspects of a business that a serial acquirer cherishes. By understanding the...
Lessons for Owners – Positioning
Over the coming months we will be posting various aspects on how buyers think. What motivates an acquirer? We want to share these insights to help owners understand the aspects of a business that a serial acquirer cherishes. By understanding the psychology of buyers...
Mentoring
One of the main objectives of our work in scaling companies is to help develop the client’s team. Specifically where we are involved in a pre sale role with a 24 month timetable it is essential that staff are developed into roles that the acquirer requires and...Operational Excellence For Exits
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