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Go-to-market strategy

Financial modeling & KPIs

Commission, bonus, stock option & share purchase plans

Predictable forecasting & internal reporting 

Assessing financing alternatives

Preparing for a review engagement or audit 

Transitioning from entrepreneurship to professional management

Facilitating relationships with bankers and M&A experts

Preparing for due diligence by an investor, financier, or acquirer

Preparing for a successful sale or exit

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Inbound lead management

Outbound lead generation programs 

Step-by-step follow-up processes

Messaging/CTA's for phone, email, video email, social, text

Overcoming cold call apprehension & anxiety

Problem/solution based selling versus feature/function

Improve lead, appointment & sales conversions

Tech stack selection/utilization of current tools

Commission plans that motivate performance & retention

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Go-to-market planning & strategy

Establish or reaffirm product fit and value propositions, market sizing, pricing, promotion, competition, resource planning, and more.

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Comprehensive financial modeling & KPIs

Establish predictable forecasting of future performance and gain deeper insights for strategic and tactical decision-making.

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Commission, bonus, stock option, & employee share plans

Motivate top performance, retain key employees, and align programs with company goals.

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Due diligence preparation & support

Includes scope of information and documentation preparation typically required by an investor, financier, or acquirer.

 

Planning for a successful sale

Negotiate from strength, maximize enterprise value, and minimize stress during the M&A process.