Business Advisory Services
At our core, MSBAS is an advisory firm supporting business owners to plan, prepare and implement their long-term goals, including an eventual transition or sale of their business if that is the end-goal.
BUILD with INTENT
Developing a Strong Business
We help you bring to your business planning our concept of “Build with Intent,” and then identify the steps to create a strong business which is:
Viable - not dependent on any one individual, customer, product, or market.
Sustainable - delivering consistent strategic advantage through service / design / delivery, in a growing market, and with recurring and repeatable revenues.
Profitable - maintaining defendable margins with positive cashflow that can be scaled.
Manageable - structured with defined processes and controls that can be delegated and consistently repeated.
Transferable - proven infrastructure, systems, people, and management.
Collaborating with Your Team
We do not replace your current team; we augment your existing employees and other trusted advisors to better understand the situation and the owner’s requirements. Whatever path best achieves the owner’s goals, that is the path we will recommend. Our work doesn’t end with the recommendation, though; we support the implementation and execution of the plan, and remain as a support resource through the completion of your goals.
Planning for a Successful Transition
With transition planning, ideally owners enter this process early so we can support you in maximizing your business value. We begin by defining your exit goals for your business, then help design and implement a plan to reach those goals, provide strategic advice, direction, and key contacts, and finally assist in brokering a transaction if one results. If you’re a little further along in this process, we can also jump in at any stage to support a smooth transition.
Supporting Buy-side, Sell-side, and other transition options with deep expertise in data analysis and process development enable us to help clients find their ideal outcome and achieve their goals. Just a few of the services we can provide throughout this process include:
Forward-looking financial proforma and business plan (3-5 years)
Robust Sales development plan and identification of upside / growth potential
Enhancing EBITDA Margins and cashflow
Developing a strong management team
Assessment and Infrastructure development plan (people, process, systems)
Business Readiness Assessment
We complete a complementary assessment of your business to provide recommendations to address the relative strength of your business and its readiness for a sale or transition.
Areas of focus during the Business Readiness Assessment include discussion and review of:
Business Planning
Finance
Operations
Systems
Team
Core Competencies & Dependencies.
Our recommendations are for you and will be provided with no strings attached.
“Luck is what happens when preparation meets opportunity.”
“Control your destiny, or someone else will.”