More than ADVICE, it’s ACTION. We help you make it happen.
As your strategic & collaborative partner, we step into the world of closely held/privately owned business owners who are contemplating or engaging in a M&A transaction to organize the business, clean up any clutter, enhance transaction value, and manage the M&A process.
Simplify the Chaos
We help identify all the ‘noise’ causing disruption, frustration, or sluggish transaction progress.
We start by listening and change the seemingly complicated into simple by identifying areas of priority.
- Transaction Management
- What is the ideal role we could play in managing this transaction and/or transition for you?
- What are all the necessary transaction requirements & steps to get the deal done?
- What could get in the way of your desired level of progress?
- What role do your leaders/employees play in this transaction? How could we maximize their involvement?
- What steps have you taken to evaluate the success of transition after the deal is done?
- Organizational Strength
- How would you describe your level of organized & scalable processes? How often do you evaluate them? How do you know they are optimal? Are they documented & enforced?
- Do you have a clear organization accountability chart?
- How would you rate the strength of workflow tracking & follow through?
- What is your process for managing leads and sales cycle? Will this matter for the transaction?
- How well are you leveraging digital resources [documents, client management, marketing, etc]?
- Human Capital
- Human Capital plays a significant role in the success & value of the deal- have you evaluated the strength of this element in your organization?
- Do employees understand the significance of leading regardless of position? Have you evaluated the behaviors of your leaders, managers and staff? How will this translate into value for the transaction?
- Do you have the right people in the right place of the organization? How do you know?
- Is staff loyalty & longevity important for this transaction? How are you ensuring this?
Solve the Clutter
Together, we decide what you must have & hope to have from our engagement with a plan of collaborative action steps.
- What is the quickest & most effective way to bring immediate improvement with budget in mind?
- What degree of onsite v. virtual engagement is needed? What is optimal v. acceptable?
- What types of tools, coaching, and/or other solutions are recommended?
- Who on the team can play a role in accelerating success while minimizing expense?
- What other services or 3rd parties could be leveraged to enhance results?
Make It Happen
Together, we decide Spigel Strategies’ degree of involvement for our engagement & desired timeline/expense.
- What do we need or want to solve this month, next quarter, or even next year?
- Who are the key players involved?
- What degree of involvement do you or other key players desire for the work involved?
- What does our communication look like to keep you as informed as you like?
“Vision without execution is hallucination”
– Thomas Edison