Your goal can probably be summarized in one word: scale.
Whether you're looking to grow sales, reduce risk, or stabilize value, we've grouped several core services under growth consulting. Each one is about freeing up more of your money so you can reinvest it and scale faster.
Spending studies
Finding poorly deployed spending, from under-used monthly subscriptions to overpriced vendors, and acting on it can be worth as much to the bottom line as landing a new customer. Our Cost Cutting Review process analyzes spending and highlights the areas that need attention. The savings get redeployed into the parts of the business that matter, so your money works as hard as you do.
Funding and equity transactions
Talent, hard work, and fresh ideas are needed to scale any business, but every company also needs proper financing and adequate capitalization to fuel growth and attract the best leadership and staff. Companies also need a way to tell their story. Our experience in the technology segment lets us turn your financial projections into a recruitment story, and we regularly draw on our network of venture capitalists, lenders, angel investors, and attorneys to connect clients with the resources they need.
Stock options management
The potential for scale draws the best minds to technology, and career-minded people often expect some form of ownership from their employer. Whether it's stock options, phantom stock, or a straight stock purchase, employee ownership means running a stock-monitoring system, and that can be a procedural landmine. An error in a vesting schedule or an oversimplified valuation can cost a company dearly. We have the experience and the resources to make the process secure, economical, and accurate.
Merger, acquisition, and succession planning
Succession planning rarely gets enough attention from owners, and a poorly executed plan means a lower valuation, higher taxes, and more risk. Whether you're looking to acquire, merge, or sell, planning is critical. We often begin working with clients at least a year before a transaction, starting with a valuation diagnostic that identifies opportunities and weaknesses so you can capitalize or correct, and increase the value.
Business valuation
A formal valuation is needed to understand the value of stock in a change of ownership, a divorce, or even for life insurance. Our industry focus helps us understand technology business models and their particular opportunities and threats, so we can uncover hidden intellectual property and other off-balance-sheet assets that affect the number. The payout schedule, financing rates, and tax planning matter just as much.