M&A Readiness Services

  • Design pre-sale strategies to marketing your company – even before you decide to sell
  • Step through the emotional decision to leave entirely or continue with less equity while continuing to work for the new buyers
  • Getting your financials in order – understanding the correct presentation of EBITDA and how to maximize it
  • In-depth review of your customer base and your organizational structure for the most optimal valuation
  • Understand the difference between a strategic buyer and a financial buyer and how to position yourself accordingly.

Advisory Board Services

  • Successful sales and marketing initiatives
  • Transformation of product and services to the cloud
  • Transition from a project based sales to a recurring revenue sales with a keen eye on customer retention rates
  • Guidance on M&A preparation
  • Post merger integration success- the do’s and don’ts

Speak Engagements

  • Timely replies to your phone calls and email messages.
  • A personal phone call prior to your event, so we can better understand how I can best serve you and your audience.
  • An announcement about your event on my social media sites (LinkedIn, Facebook and Twitter, should you so desire.
  • A professionally prepared, dynamically delivered presentation focused on achieving the outcomes you want with your audience.
  • A copy of my presentation for later dissemination post event with helpful links to other articles I have written.
  • A quick follow-up communication after the event, to make sure I met your expectations.

Next Steps...

This is should be a prospective customer's number one call to action, e.g., requesting a quote or perusing your product catalog.