Working with Successful Entrepreneurs and High Net Worth Individuals

Business Advice

Business Advice

There are times that a business owner needs professional strategic and management advice for their business.

The VergePointe professionals pride themselves on being able to help the privately held business in a variety of capacities.  Many professional firms focus on a variety of markets to deliver advice, but we spend the majority of our time working in the private business marketplace.

We provide board level financial and management advice for business owners and investors.  We often find ourselves working on growth strategies, merger and acquisition work, financial management, operational synergies and market facing pricing and marketing decisions.

There are also times where a business owner may wish to think about the process of selling the business.  We have extensive experience with understanding market valuations as well as working to pre-position the company for sale.

In other cases, there may be a need to transition the business to family or employees.  We have worked on many successful engagements in this area and can help craft a path for your business to achieve a successful outcome.

We have also helped clients with financing sourcing and decisions, human capital upgrades as well as assessing market risks of entering adjacent markets or terminating a business line to enhance focus and profitability.

Growth Strategy and Board Level Advice

As businesses succeed and grow, it is vital to professionalize the executive management team and develop a sound growth strategy to handle changes that accompany growth. Strategic planning can accelerate growth, minimize disruption and create more value in a company. A board of directors or advisors can be a crucial step in creating professional management.

We understand that this is a process and not every company is at the same stage at the same time.  We specialize in providing consulting services to owners, executive management and board members to help professionalize the company and answer the hard questions. We can help with expansion strategies, entity restructuring, financial monitoring, operational issues, key employee hires, equity and debt financing, concentration issues and many other issues business often face.  We can be your sounding board for the most important issues facing your company.

Exit Planning and Pre-Positioning

One way or another, your company will be passed along to someone else. You may sell to a strategic partner or private equity buyer. Maybe you will give it to the kids or sell to the the employees. Whatever your exit strategy, the  business must be ready.

An exit plan can define when you will be ready to exit the business on your own terms and, more importantly, when the business will be ready to run without you. A pre-positioning engagement will establish a base line value of the business and identify and fix any valuation problems.

We coordinate with your CPAs and attorneys to make sure your legal and tax framework make sense for the plan you develop. We can help your management team get ready for the next steps by setting goals and creating clear accountability metrics. We work with clients to closely monitor financial and operational performance on a monthly basis as well as help devise plans to mitigate risks such as customer concentration and human capital deficiency.  In short, owning a business is different from transitioning a business and the pre-positioning service provides a framework to maximize the valuation and ease of transition.

M & A Advisory Services

You only get to exit your business once. It’s important to do it right. We have deep experience advising entrepreneurs through the entire transaction process. We’ve done it ourselves. We know what buyers look for because we buy businesses too. Our reverse-due diligence process identifies and fixes problems before the buyers do.  We can help identify the best strategic and financial transaction partners, and develop a marketing and deal process to maximize value of your business.  We can work closely with your legal and accounting teams to create a deal structure that is tax efficient, limits your transaction risk, and gets you to a successful closing quickly. Experience matters.