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 Data

Our Diagnostic Foundation

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.

Case Studies