Stock take

• Review of succession and/or exit options
• Review of current value with immediate improvement strategies
• Review of medium and longer term strategies to increase shareholder value
• Carry out pre strategic due diligence with a view to generating action plan

Implementation

• To act as a "driver" to make the agreed actions take place
• To act as a confidential adviser and confidante to support the Managing Director
• To facilitate the recruitment of senior managers to strengthen the management team
• To bring in appropriate expertise to prepare for smooth transition e.g.
• Tax advice
• Legal advice
• Property advice
• HR advice

Transition

• Coordinate the relevant advisors at the point that the company is ready for
  transition via a corporate finance transaction. Depending on the succession
  option this could be:
• A trade sale
• An MBO
• An MBI
• An acquisition to acquire management as well as business
• A flotation