Wise Decisions & Right Actions

Strategic Planning

• Evaluate Brand potential
• Determine “best path” for growth and development
• Position the Brand through planning for financing the next
  two rounds of growth
• Provide a framework for detailed operational plans
• Establish a planned exit and/or succession of retiring owners
  or executive
• Prepare 5-Year detailed strategic plans
• Develop Manpower needs and the timing to execute the plan

Mergers & Acquisitions
Sell-Side Assignment:

• Review the business plan and performance
• Understand the strategic plan or develop the exit plan
• Provide a realistic view of the anticipated value
• Prepare the Confidential Information Memorandum
• Develop a customized marketing strategy with the client to
  identify the group of prospects
• Execute the marketing strategy in a discreet, confidential basis
• Keep management informed on the progress
• Assist in evaluating proposals, assist in negotiating and
  coordinate the closing

Buy-Side Assignment:

• Assemble appropriate target companies
• Analyze financial condition
• Evaluate Brand positioning and potential
• Provide a realistic view of value
• Provide acquisition strategy (terms/negotiating strategy)
• Determine best financial structure for the acquisition
• Determine capital needs beyond acquisition
• Recommend store closings/ operational changes, if requested
• Assist in sourcing capital for both acquisition and future needs

Leveraged Buyouts:

• Going private transactions
• Management led purchase of an operating entity or company
• Retiring executive selling business to the management team

Financial Advisory

• Review positioning and recommend strategic alternatives
• Provide strategic acquisition analysis to help gain a “second opinion”
• Provide strategic evaluation services to help senior management
  make informed business decisions
• Help review new strategic initiatives that are being considered
• Provide board level inputs such as salary and benefit reviews
• Help clients resolve business dilemmas
• Professionals are hired to help define and then resolve problems