D.R. McCarthy & Associates, Inc.
About Us
Our Principles
Building Value in Middle Market Companies
Assisting Owners in Transition
Family Business
Industry Experience
Team
Contact Us
Transition Through Analysis, Alignment and Execution
The Game Plan

Step 1: Develop a deep business assessment

  • “Scrubdown”—an objective, in-depth assessment of where you are, the real issues and opportunities facing the business
 
 
Step 2: Crystalize your objectives
  • Understand and clarify your own objectives, incorporating the understanding developed during the scrubdown
  

Step 3: Optimize results and enhance value

  • Action plans to improve performance based on the scrubdown
  • Measurement tools and processes to ensure focus and accountability
  • Strengthened planning and forecasting processes to build credibility

Step 4: Build credible, accountable business planning

  • Implementation plan with clearly identified actions, investments, expected results, timing and milestones
  
 
Step 5: Align the team and investors
  • Management assessment and organizational adjustment
  • Management compensation and incentive alignment
  • Current investor/lender assessment and negotiation strategy
  • Financial restructuring or interim financing (if required)
  • Family integration/alignment
  • We can step in to augment management resources as need on a temporary basis 


Step 6: Build the internal and external story

  • Gather the information needed
  • Develop the business valuation story (financials, strategy, value, proposition)
  • Create the “book”
  • Develop presentation materials
  • Secure an outside audit or “review” of financials as needed
  • Coach management how to tell the story
 
Step 7: Coordinate the resource team
  • Identify and secure additional advisor services as required
  • Coordinate with advisors (legal, accounting, tax, real estate, other)
  • Assist in strategy and negotiations with investment bankers, brokers and buyers
  • Support your transactional advisors to improve their effectiveness
 
Step 8: Execute the plan
  • Build a plan for the transition process (responsibilities, timeline, milestones)
  • Execute


Step 9: Monitor, evaluate and adjust
  • Ongoing monthly review process

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About UsOur PrinciplesBuilding Value in Middle Market CompaniesAssisting Owners in TransitionFamily BusinessIndustry ExperienceTeamContact Us