Advisory Services

Our advisory services help owners prepare for a transaction, now or in the future. Though the business type and situation may vary, we seek ways to achieve an effective exit and appropriate ownership transfer. We bring transaction experience to the discussion, identifying enhancements that will make a transfer most effective. With the owner’s goals at the center, the general focus is preparing for an external sale, management buyout, generational shift or transfer to employees.

Preparation

Every business faces internal challenges in preparing for a transition. Owners focus on building the business, but often put off preparing for “the next phase.” For this reason, we provide advisory services aimed at helping owners transition their companies so they are more saleable. Services include the following:

  • Strategic planning and implementation
  • Identify remedies to improve enterprise value
  • Financial analysis and tools
  • Streamlining internal, external financial reporting and compliance
  • Restructuring, acquisition analysis and implementation
  • Pre-due diligence review and preparation
  • Identify ways to demonstrate sustainability of performance and ROI

What our clients are saying...

“New Image Coatings, owners of Seal-Once, retained Business Transition Strategies in April of 2015 to locate a strategic buyer for the company. This was successfully completed during April of 2016 when we were acquired by UC Coatings of Buffalo, New York. Working at our side throughout this process were John Howe director, and Ken Schaefer, deputy director, of Business Transition Strategies. From the start of the project, where the information memorandum was developed, to helping us create the management presentation to acquirers, through negotiating the letter of intent and then the definitive agreement, they were there with me and our professional team every step of the way. It took nearly one year to the day to complete the project, but they never lost focus on my best interests and helped me keep my eye on business. This sale was very complex. It included transfer of trade secrets from the product developer, …as well as the transfer of a manufacturing and licensing agreement we had with the core compound producer… John and Ken marketed the company to a range of strategic acquirers, including a number of private equity groups and their platform companies, which ultimately resulted in an agreement with United Coatings… BTS’s level of expertise in the process and close attention to detail enabled us to successfully navigate the deal. I would recommend John Howe and Ken Schaefer to any company owner considering selling.”

- Hank Croteau

New Image Coatings