Acquire and Grow

The acquisition phase includes all necessary steps such as due diligence, establishing a new legal structure for the company, asset transfer, and notifying customers and vendors, along with tax documentation. Each company requires a unique set of actions to finalize the acquisition, and our advisory team has extensive experience in this area.

Following the completion of the acquisition, we focus on establishing new leadership, training, staffing, and other essential roles to ensure a seamless transition from the previous owners. We are optimistic that existing staff members will be interested in leading the new venture with us. If not, it is crucial to finalize the search for a new operational leader at this juncture.

Turning our attention to modernization and growth, we aim to leverage modernization efforts to foster at least 10% organic growth from our acquisitions through various channels. While modernization encompasses a broad range of activities and some of our methods are proprietary, the primary objective is to invest time, money, and effort into transforming the acquired business into a modern, competitive entity. We implement processes to ensure that goals are met and management is equipped for success.

The community and clients will experience the transition with minimal disruption and an emphasis on positive developments. Although employees may encounter a cultural shift, our commitment to community, family, and individual comfort during these changes typically results in low turnover. We anticipate that the expansion will enrich our family with additional experience, knowledge, and occasions for celebration.

For more information on our process please fill out the contact form below.