Transactions Solutions
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Financial modeling, integration and separation
Background - Professional service company targeting growth and service markets wanted to develop a comparative business projection of the current business entity, and the proposed entity five years from today and ten years from today.
Solution - Developed a transaction model to analyze cash flow and return on investment of the current company and the projected company after the proposed business transactions (acquisitions, sales, spin offs and internal growth). The model was created from an understanding of the company, management's transaction strategies and the expectations for the proposed state. Identified value attributes of the proposed acquisition and sale opportunities, and developed an integration and survivor plan to improve the efficiency and profitability of the company subsequent to the proposed business transactions. Created a dynamic company wide systems integration plan to consolidate and improve systems, processes and procedures as the transactions occurred.
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Transaction modeling
Background - Growing mortgage broker company lacked skills and tools to prepare financial projections and sensitivity analysis of proposed transactions and wanted due diligence assistance for potential transactions.
Solution - Developed a transaction model to analyze cash flow and return on investment of the current state of operations, and for potential business transactions and internal growth. Prepared a value attributes assessment tool for managers to use in their analyses and evaluations of acquisition and sale opportunities. Performed due diligence of the potential business transactions, and advised stockholders of the integration or separation, operations and cash flow affect of the potential transactions.
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Integration and separation
Background - Industrial plastics manufacturer was experiencing inefficiencies in operations, systems, processes and procedures. The company did not integrate or separate systems, processes and procedures from acquisitions and sales and wanted to reorganize the business to improve profitability and cash flow.
Solution - Identified the root causes of operating and system inefficiencies attributable to business transactions that were not integrated and separated, and developed a comprehensive integration and separation plan. The plan included the redeployment of resources to improve resource utilization and return on investment, a revised organization structure, and upgraded accounting and internal control systems.