Ready to advance to the next stage of your business’ life cycle? More importantly, are you aware of everything that can make or break the right deal? Depend on Kuesel Consulting’s experience and expertise to guide you through it all: Definition of goals. Strategic plan development. Knowing the right questions to ask and the right process for answering them. Identification of what to look for – and avoid – in a potential partner, target, or buyer. How to position the business as attractively and authentically as possible. And the ideal combination of big-picture vision and detail-oriented focus.
For buyers and sellers alike, so many variables can affect success. Kuesel Consulting facilitates the process – from initial planning through due diligence and closure – to deliver results and the greatest possible advantages.
Buyers: Achieve the Growth Advantage
In today’s rapidly changing environment, the opportunities for strategic growth via mergers are considerable. And, clearly, the market is hot for dealmaking. Whether you seek growth to bolster your existing footprint, or to expand into new markets, niches, or ancillary services, your plan should address all the questions critical to success, led by:
- Where are my merger/acquisition targets – within or outside my current market(s)?
- What characteristics – i.e., size, services, number of partners and staff, and client composition – must the right targets demonstrate?
- What are my baseline and ideal price and terms?
- When should each step along the acquisition timeline take place?
- How will we find and reach targets?
Sellers: Realize Your Business’ Value
Many circumstances may drive the decision to merge with or sell to another firm. Maybe you seek access to deeper infrastructure components like technology, human resources/recruiting, and marketing. Perhaps insufficient talent and ambition within your organization prohibit an internal sale to the next generation of partners. Or, you may simply aim to extract the greatest possible value from your practice in retirement. Whatever your needs, success begins by answering essential questions, including:
- Do all partners believe a sale is the ideal outcome? If so, what are the agreed-upon parameters surrounding price and terms?
- Beyond price and terms, what are our baseline and ideal outcomes of a successful sale (i.e., secure buy-out, reduce administrative burden, gain access to talent, etc.)
- What characteristics must the right buyer demonstrate (i.e., geography, market presence and position, services, and client composition)?
- When should each step along the acquisition timeline take place?
- How will we find and reach buyers?