Agenda Setting – An Organizational Tip
Who sets your agenda in the organization? It is a question that uncovers a flaw in most businesses as they scale through the phases of their lifecycle. At first, perhaps with 3 or 4 employees it doesn’t matter too much. You are trying to get stuff done and...
Budget Tips & Frameworks
It’s budget season and I thought it would be helpful to gather previous blog posts covering some practical tips. The key advice we give clients is quite simple: Treat budgets as an opportunity to meet as a team to agree policies for next year. Examples of...
A New Era of Entrepreneurship – Building Exit-Ready Businesses
For decades, acquisitions of private companies were seen to be a failure most of the time, and that was from the acquirer’s perspective. Research cited in HBR and most popular business magazines claimed 70% to 90% failure rates. It was a graveyard of dreams. But...
Reimagining The Exit Process – Building Businesses Buyers Love To Buy
During the next three years many companies across the globe will come to market to exit with the help of an Investment Bank and most will be disappointed with the results. Many will receive an underwhelming offer, many will not receive any offer at all, and many will...
Entrepreneurship
40 years scaling 17 businesses teaches you some hard lessons. Here are a few on 7 slides. I hope it saves you time. Entrepreneurship Ian@TPPBoston.com Ian Smith is the founder of The Portfolio Partnership, a Value Creation Company. We build businesses buyers love to...
Get Ahead of AI
The power of AI is no longer reserved for the world’s biggest brands, and incorporating AI as a foundational component of your marketing operations is no longer optional. Knowing this, many of our clients have reached out to us asking where to begin. You called, we...
The Essence of M&A
As the volume of M&A picks up, it’s always worth a quick recap of what’s important. The research still points to failure between 50% to 70% of the time. I thought you might enjoy the Essence of M&A in 6 slides. M&A in 6 slides Stay in touch....
Scaling For Safety – 20 Point Plan
It might feel counterintuitive but staying small can be risky. And small is where most US firms are! There are 5.4 million companies out of 6.1 million with 20 employees or less. That’s 89% of US companies. At that size it’s tough to make money. However...
Operations For Exit – COO – Manufacturing Case Study
As you scale your manufacturing business beyond 30,40,70 employees it is essential that the role of the COO is identified. The key responsibility of the COO is to align all efforts towards a common cause. This is not just an Operations Director overseeing the...Operational Excellence For Exits
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