TRANSITION STRATEGY

Inverness Consulting Group Inc. can help entrepreneurs to maximize the market value of their companies by working with them to develop customized transition plans. These plans take into account the business and the personal objectives of stakeholders, the operational challenges that are specific to the business in order to identify opportunities for the optimal use of unexploited company strengths and maximizing business value drivers.

The result of our process is a clear action plan that position companies to increase strategic market value and to structure the eventual sale for an internal or external transition. Therefore, you benefit from an enhanced business market value within a well-established and well-structured sales process.

With its extensive experience in business valuation and company transaction, Inverness Consulting Group Inc. can analyze and improve the value/risk factors that influence the market value of your company. These factors are the value drivers that are considered by a strategic buyer and will be critical in his purchase decision.

In our company market value improvement process, Inverness Consulting Group Inc. identify the variables and initiatives that have the greatest impact on increasing the market value of your company in anticipation its sale:

• Clarify and prioritize objectives with respect to its transition;
• Determine the business market value;
• Diagnose the conditions of the value/risk factors;
• Develop an action plan to capitalize on the strengths and reduce the impact of weaknesses to increase market value and prepare the sale;
• Periodically measure and review the performance of the action plan execution with respect to the established objectives for the achievement of the greatest market value in the transition of the company.

Business Transition

Step 1 Market Value Evaluation

Step 2 Criteria, Conditions, Transition of Ownership

Step 3 Criteria, Conditions, Transition in Management

Step 4 Identification and Review of Successors

Step 5 Review Business Plan, Sharing of Roles and Responsabilities

Step 6 Review of Financial Needs

Step 7 Price, Selling Formula and Conditions, Financing, Incorporation, Transfer and Control Mechanisms

To discuss business transition, contact directly Michel Luc Regimbald BAA, MBA, CVA, CM&AA, CMAP
MLRegimbald@InvernessConsultants.com