So, You're Acquiring a Business. Now What?
Business Acquisition Assessment and Guidance Program
Our Data-Driven Process
Investor Interviews
- Selection Reasoning
- Financial Discovery
- Concerns, Requests
- Goals / Exit Strategy
- Change Management
Business Research
- Industry Insights
- Competitive Landscape
- Financial Review
- Company Reputation
- Digital Presence
On-site Observation
- Employee Interviews
- Customer Interviews
- Technology Walkthrough
- Process Observation
- Morale Management
Our Diagnostic Foundation
Proven Practices for Comprehensive Insights

Your Customized Report
Where to Focus Your Efforts for Greatest Impact
Weighted Assessment
- Core Diagnostic Review with Ratings
- Risks Identified for Mitigation
- Opportunities Identified for Action
Priortitized Recommendations
- "if it ain't broke...' What NOT to change
- Simple Additions, Adjustments or Fixes
- Larger Program Implementation Initiatives
Next Steps: Transformation
Develop the Plan
We work with you to to create a Transformation Roadmap. From identifying skills gaps for hiring to defining program KPIs and process design, to platform budget planning and development.
We have the people and skills to move your business forward, on time and within budget.
Implement the Tech
When it comes to technology, there are so many options. Whether introducing a new productivity tool or reworking your website, let us simplify that effort.
We'll do the leg work to find the best options for your business, then work with you on selection, design, build, and launch.
Guide Through Change
The impacts of change shouldn't be underestimated. It can be hard on existing teams, which too often leads to attrition.
To ensure a successful transformation, we provide support and training to bridge staff through the process of change with confidence and ease.