(949) 910-6600 richard@invenz.com

Business Transition

Selling or transitioning a business to new ownership is likely to be the biggest financial transaction of your life. Multi-generational family businesses are specialized situations that need thoughtful and sensitive assistance to help the wider family navigate the viable options that will lead to successful transition, and optimum economic returns to all shareholder interests.

Optimizing the operations and performance of a business prior to engaging in a market sale process is vital to reducing sell-side due diligence risk and maximizing potential valuation and the pool of potential buyers.

We believe that management should run their business monthly as if they are about to enter a transaction, to focus on making optimal decisions about people, products, and process, that will enhance growth, cashflow and valuation.

When you are thinking about selling or transitioning your business, talk to us early in the process before you even go to market. We can help you by objectively reviewing company operations and financial performance and advising on improving financial performance and operational appearance prior to beginning a market process. Think of it like improving the “curb appeal” of your business to potential buyers. First impressions count, and our expert, objective perspective often makes a big difference.

We can also assist buyers by providing operational insights on a target company, prior to an acquisition or new funding, and realistically review company forecasts and comment on potential additional risks and rewards that may not be uncovered under normal financial due diligence processes. Our business leadership experience enables us to look “beyond the numbers” into operational activities and metrics, to discover issues and risks that may have a material impact on future business risk and asset valuation, post-acquisition.

Our services include:

  • Strategy review and recommendations
  • Companywide performance evaluation
  • Recommending potential new strategies for profitable and sustainable growth, subject to risk, time and likely investment
  • Operational due diligence to complement financial quality of earnings analysis
  • Post-merger integration
  • Working Capital optimization pre a market sale process
  • Management and organization structure assessment
  • Overhead expense reductions and optimization
  • Project management

The first responsibility of a leader is to define reality.

– Max De Pree