Services
The Jacobsohn Group is here to support you in purchasing, selling, or restructuring your business. Our collaboration will provide you with a clear blueprint for your transition process, ensuring a successful outcome tailored to your goals. You may also require confidential consultations or advice necessary in other areas within your business.
Bear in mind that what sets us apart is our extensive CFO/CPA experience coupled with MBA qualifications. Expert consultation is inherent in all engagements.
VALUATIONS
Whether you are considering acquiring or selling a business, you will need a realistic assessment of its worth to price and execute the timing of your transaction. Valuations are based on discretionary earnings to establish the most probable selling price.
The Jacobsohn Group can help you analyze the company’s cash flow; its past, current, and potential earnings; and the sustainability of those earnings to generate consistent profits and success in the marketplace.
ACQUISITIONS
Our business acquisition services include:
- Assessment: We evaluate your current business situation and discuss if expanding through acquisitions is the best move for you.
- Opportunity Exploration: We identify the most promising ways for you to grow profitably, such as buying similar or complementary businesses, expanding into new markets, or improving efficiency.
- Target Screening: We find companies that align with your strategic objectives and ascertain their interest in a potential deal.
- Due Diligence: We ensure that all relevant aspects of the target company are thoroughly examined to mitigate risks and uncover potential opportunities.
- Negotiation Guidance: We provide expert guidance at the negotiation table, helping you secure favorable acquisition terms while maintaining positive relationships with the other party.
- Deal Management: We handle the entire mergers and acquisitions process, from negotiating acquisition terms and financing through to overseeing the sale transaction process, and post integration. We approach potential sellers, structure the deal, and ensure that all financial, legal, and due diligence are performed efficiently and effectively, minimizing delays and maximizing value.
DIVESTITURES
Our business divestiture services assist with the partial or full sale of your ownership interests or personal and family wealth. This could be for purposes such as retirement planning or refinancing. The Jacobsohn Group assists with:
- Strategic Planning: We help you decide if it’s the right time to sell by guiding you through the strategic planning process.
- Valuation: We determine the value of your business to give you an idea of pricing and when to sell.
- Value Enhancement: We advise on ways to increase the value of your business for a future sale.
- Finding Buyers: We search for potential buyers interested in acquiring your business.
- Documentation: We oversee all necessary documents, including confidential information memoranda, for the sale process.
- Negotiation: We help structure, price, and negotiate the terms of the sale.
CONSULTATION AND ADVISORY
In addition to Valuations, Acquisitions, and Divestitures, you may benefit from discrete consultation or advice in other areas of your business. The Jacobsohn Group has core strengths in these critical areas:
- Strategic and operational business planning and development
- Business modeling and entrepreneurship
- Liquidity events – re-financing
- Growth strategy and integration
- Cash flow, revenue, and costs optimization
- Turnarounds and risk management
- Amalgamations and restructuring
- Project management – information technology/ERP re-design
- Private equity ownerships and Board of Directors