Pre-acquisition Services

Fully understand the value of a company

Whether you are trying to maximize your company’s profit before a sale, analyze the competency of a company you are looking to buy, or want to understand your own company’s needs pre-merger, there are many things to consider for the brand and marketing.
  • Selling a company
  • Buying a company

Selling your business requires extensive planning and preparation.

Strategic Positioning
What sets your company apart? And how do we position in that in the marketplace to attract the right buyers? Companies not only understand the best of what they bring to the table, but also understand the gaps.
Pitch Deck Presentation
Every company needs a deck to explain their positioning in the marketplace. Revenue matters. Accounting matters. Succession planning matters. So does your culture, customer base and brand awareness. You cannot just read financial statements from slides, you have to tell a story, leave an impression, make an impact. A well thought out presentation will do that.
Strategic Marketing Plan
Your revenue shows your past successes, a marketing plan shows your future successes. Any buyer will want to see ongoing initiatives for sales, brand awareness, and strategy that helps your product and service standout.

A successful marketing plan builds confidence. Having a system in place for lead generation and growth is essential for continued success after the purchase.
Communication Strategy
How will you reassure your customers they have the same, or improved, service? What’s the best delivery to your staff so they feel valued and the best people don’t immediately pack up?

Every company has multiple assets and platforms that needs to be considered from websites social media, to newsletters and more. Employees need reassurance. Customers need transparency. The public needs thoughtful positioning. We will conduct messaging for all channels pre-sale and ensure communications go smoothly up through post-sale.

Client/Customer Interviews

How do you tell your employees that your company is changing and keep them motivated and excited, not scared for their jobs?

Informing the client about all the positive ways a merger will work to their favor. They will be worried about cost increases an d customer service, we need to set and manage their expectations. 

We need to position ourselves as the experts in the space and why a merger and/or acquisition is best for everyone

Client/Customer Interviews

Numbers can only tell you so much about the health of a company. You need to understand the health of the relationships with the clients to have a full picture. A company might be bringing in good revenue, but if the customers are not happy it is only a matter of time that those contracts are lost along with the revenue.

In our interviews, we keep the real intention of the interview confidential. Understanding that it may not be in the best interest of the company or the potential investor if the clients knows the intent of buying before it is formalized.

As a former full-time journalist, we understand the best tactics to get the full story and there is so much more than asking good questions. We know when to leave an uncomfortable pause so they fill it in with more details. We watch for body language, listen for tone, and know the difference when to gently push and how to position a hard-hitting question. Location matters. In-person vs video vs phone matter. Time of day matters. But what matters the most is getting the absolute best information so any investor can make an informed decision.
Marketing & Business Analysis
Just what are you getting yourself into? What channels are the most effective and what are the conversion rates?What is their reputation?What types of marketing strategies have worked and failed in the past?

There are so many factors to consider when you are consider investing and we can break everything down from Google Analytics, social media engagement metrics and how current their digital and traditional collateral is. We do the deep diving so investors and buyers can have a full and complete picture.
Employee Surveys
Employee is important to know the people you may be working with the future. Are they happy? Engaged? Have a sense of purpose?In alignment with the current organization?

We survey and interview employees to understand employee satisfaction and company culture. Our process will identify the likelihood of losing key staff and consider how the current culture will blend with a new culture.

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