Taking ownership of an acquired business and executing the necessary effective operational strategies can be complex and require active participation from cross-functioning teams. Advance planning, effective tool building, organizational and operational development, and vigilant monitoring are the keys to a successful transition.

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An effective ownership transition or integration strategy begins with the fundamental elements of culture and communication. By addressing the company's purpose, its people, its operational functions and processes, and its customers, a business's overall reason for being in the market and a new owner's goals can be realized.

 

We begin with an assessment of the feasibility of the investment and its underlying assumptions to ensure that projections are achievable. Then we work to develop a plan that drives key operational metrics, organizational adoption, marketing effectiveness, revenue drivers, cash management, and cost containment. We look for disconnects in order to set the transition or integration on a path to success, then we build the tools to keep it on the optimal path.

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Depending on the client's needs, we train ownership and management on effectively utilizing the tools, identify methods of where unexpected challenges can arise, and help management with the strategies engineered specifically for the business and its success. Then we help the business maintain optimal performance through oversight and timely monitoring, enabling the business owner to return to managing the core competency of the business.