propel profit
Optimizing a Merger or Acquisition
'Achieving the magical state of economies of scale doesn’t happen by chance. '
Build it, buy it or borrow it? When it comes to business growth, you have options. Merging or acquiring is a speedy way to circumvent years of organic growth but deal making can also increase the risk of failure. For some firms, the actual benefits achieved through acquiring or merging falls short of their expectations.
If you are contemplating a transaction, how will you ensure the merger or acquisition creates scale while delivering growth in profits?
The right merger or acquisition can deliver a wide range of benefits to shareholders including the acceleration of scale and economies of scale, access to new business capabilities or new markets, valuable succession solutions, the list goes on.
Whether you’re actively engaged in discussions with other businesses or just considering M&A as a path to growth, ensuring that a merger or acquisition will deliver your strategic objectives is essential.
To optimize the benefits of merging or acquiring, you’re going to need a robust plan. We work with shareholders to assess how a transaction will support your growth aspirations. Importantly, we then identify opportunities to extract value from the deal so you that you have a clear plan for optimizing the return on your investment, with guidance provided pre and post transaction.
Where here to help you make smart deal-making decisions. Contact us to learn more.
Understanding the Financial Metrics that Matter
'In a sea of financial data, not everything that can be counted counts. '
Leading an advisory firm requires a close eye on the financial metrics that matter most to the success of your firm.
As a firm moves along the developmental spectrum, growing revenue, adding clients and team members, performance benchmarks and expectations will shift. Revenue growth, client growth, productivity and profitability metrics all evolve in step. It’s understandable that business owners and executives feel overwhelmed by the task of assessing and managing firm financial performance.
Leveraging your own financial reporting, industry benchmarking data and our deep experience in identifying business challenges and opportunities, we can help you make sense of it all.
Together, we will work through your key performance indicators and provide insights into the metrics and the ratios that need the most attention. Once we have a clear picture of your performance, then we get to work to determine the levers you need to adjust to enhance performance.
If you’re looking to proactively manage your business metrics and identify the levers you have available to enhance your results, let’s talk.
