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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