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ADVISORY SERVICES

pre-sale

business assessment & sale preparation

  • Assist Owners in Defining Potential Sale Objectives

  • Assess the Current State of the Business (from a buyer's perspective)

    • Management Team​

    • Customer Dynamics

    • Operational Efficiency

    • Financial Statement Clarity

  • Collect Requisite / Required Information

  • Develop Sale Readiness Plan and Set Goals to Achieve Plan

  • Identify Deal Team

    • Investment Banker​

    • Lawyer

    • Tax Accountant

    • Quality of Earnings Advisor (if necessary)

    • Market Study (if necessary)

  • Assist in Sale Process Design & Buyer Listss

sell-side advisory

  • ss

  • Develop Sell-Side Strategy including:​​

    • Timeline

    • Buyer Group

    • Information Gathering

  • ​Develop Selling Materials & Management Presentations

  • Evaluate Offers

  • Negotiate Transaction to Maximize Value with Best Buyers

  • Manage Due Diligence Process for a Timely Close

  • Close Transaction

outsourced

 buy-side advisory

  • Assist in the Development of an Acquisition Strategy

  • Identify and Contact Potential Targets / Deal Sources

  • Review Information for Potential Transactions including Valuation Justification

  • Evaluate Potential Synergies

  • Develop Offer and Negotiate Transaction

  • Manage the Due Diligence Advisory Team

  • Close Transaction

  • Assist in Post-Closing Integration

FINANCING FOR

Growth

  • Assist in the Development of a Business Plan / Investment Thesis

  • Develop Long-Term Financing Strategy & Model

  • Identity, Negotiate and Secure Financing

    • Bank Debt (CF or ABL)​

    • Mezzanine Debt

    • Equity

strategy development & implementation

  • Review Business Strategy

    • Organizational Assessment​

    • Profit and Process Improvement Initiatives

    • Technology Utilization Study

    • Review Incentive Systems

  • Develop / Revamp Strategic Planning Process

    • Goal Identification​

    • Tracking

    • Periodic Review

    • Medium and Long-Term Financial Forecast

      • Capital Structure​

      • Liquidity

      • Working Capital

generational

ownership transition

  • Assist in Defining Owner / Family Objectives

  • Provide Advice on Valuation and Structuring

  • Provide Ongoing Advice for Next Generation Leaders

financial recovery

  • Provide Situational Assessment Business Strategy, Condition and Cash Flow

  • Manage Lender Communication and Negotiations

  • Develop Business Stabilization Plan​

    • Employees​

    • Vendors

    • Financing Partners

  • Develop Financial Forecasts​ Addressing Cash Flow, Liquidity and Working Capital

    • 13 Week Cash Flow Modeling

    • Debt Capacity

    • Capital Structure

  • Analyze Available Financing Alternatives and Identify Potential Sources of Capital​

ceo, cfo & coo interim management

  • Provide Interim Management for Companies with Key Management Position Vacancies / Needs

In

technology

adoption

  • Analyze Financial Systems for Reporting and Control

  • Assess Technology Optimization from Quote to Cash

© 2021 Cornerstone Industrial Group, LLC

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