DEEP DIVE EXPECTED TO BE COMPLETED WITHIN 30 DAYS | LIMITED AVAILABILITY
RESERVE INCLUSION DEAL (RESERVE TO RESERVE SPEND)
1. Once we have signed a Non-disclosure agreement. We work with ownership to do a deep dive into the company to understand the challenges the company may be facing, what they do well and where they need to improve.
2. We review and analyse their financials (P&L, Balance Sheet – prefer 3 years)
3. We interview key staff members and management asking them a series of questions that consistently give us a strong snapshot of the business.
4. We discuss their current strategies with respect to marketing, sales, and branding.
5. We discuss their expense management, profit management and cash-flow management.
6. We analyse the company’s processes to identify where they could become more efficient.
7. We discuss our finding and assumptions.
8. We prepare a report of our findings with specific actions we recommend ownership take and provide a Profit Plan which they can use as a roadmap to their success.