Burke & Schindler works to understand the stage of your company’s development in order to better leverage our wide array of expert consulting and transaction services.
Start-Up
- Go it alone or with partners
- Finding financing: bank, family and friends
- If buying-proper price and terms
- Coordinate with lawyer, banker, insurance agent
Growth
- Find new partners-buy-in valuation
- Expand products, services and locations
- Find key executives
- Form a board and recruit of members
- Determine appropriate compensation plans
- Assist with generational planning
- Staff augmentation (Aptissimi)
Transition
- Deal with private equity investors
- Negotiate additional bank financing
- Assist with selling part of business
- Assist with gernerational succession plan
- Personal financial planning (education, gifting, etc.)
Exit
- Determine a value
- Find buyers
- Run auction
- Negotiate the sale
- Determine after tax cash flow
- Personal budgeting
- Retirement strategies
Burke & Schindler Strategic Partners (BSSP) understands that business owners’ top priority is to increase the value of their business. To effectively add value entrepreneurs must be able to competently respond to purchase offers, successfully make business acquisitions, and increase sales and profits of their existing operations.
BSSP helps entrepreneurs add value by offering managing and advising the Pre-Transaction, Transaction and Post Transaction
Pre-Transaction
- Meet with business owners to discuss goals of buying or selling a business
- Help owners develop a focused sale or acquisition strategy by defining a successful outcome for a transaction
- Identify prospective buyers or acquisition targets
- Perform due diligence
- Analyze financial structure and the impact of proposed transaction on
Transaction
- Facilitate optimal banking and equity funding with appropriate covenants
- Negotiate definitive closing documents
- Ensure all agreements are consistent with and support managements strategic growth plan and transactions goals
- Close the transaction
Post-Transaction
- Assist buyer in developing a strategic growth plan
- Advise new owners on the nuances of running a more leveraged business
- Help prepare monthly, quarterly and annual reporting packages to be used with the board of directors, lenders and shareholders
Tools
