The Growth Continuum

Where Do You Fit In?

When working with The Jacobsohn Group, the first thing we’ll ask you is where you fit into the growth continuum — and where you would like to be. What is your business doing for you right now? Does growth outweigh costs and risks? Or is it time to sell? Rather than silo your interests to the Status Quo, Buy, or Sell, we can help you understand your investment options from a big-picture view and put you on a path to success.

STAND ALONE

Your business is self-sustaining and will continue on its path with no plans for expansion. Perhaps you’d like advice on a discrete business issue or could benefit from periodic “check-ups” to maintain stability. This is where our consultation services fit in.

STABILIZE + PREPARE

You are poised to expand your business through an acquisition. Will you be able to handle a new company coming in? During this phase, we will assess your current position and help you improve your infrastructure to prepare for growth ventures. This may entail centralizing functions related to IT, procurement, revenue models, or customer service. Whether you are starting a first-time business or stabilizing it for potential acquisition, we can guide you through the process to ensure readiness.

GROW THROUGH ACQUISITION

You are considering growth through acquisition. We will discuss your ideal location, revenue size, number of employees, desired profit margins, level of debt, discretionary earnings, and more. With your specifications in place, we next identify suitable target candidates and evaluate synergies between your businesses. How might the business provide cost savings, eliminate duplicative operational and supportive infrastructures, or help scale up your purchasing power? What technical and financial expertise do they bring to the table? How do their complementary products, distribution channels, and access to markets add value to your expansion?

Moving toward acquisition, we determine the valuation of the business and establish a letter of intent, followed by a due diligence process and offer.

We will oversee the full acquisition process and ensure that strategic benefits, financing  requirements, compliance and integration issues are addressed effectively.

SET YOUR SIGHTS

Successful mergers and acquisitions will create even more opportunities to grow or divest your company to a future point. The motivation is to grow your business through one or more acquisitions and then sell at a subsequent time along the Continuum. Your synergies will increase cash flows and discretionary earnings and, coupled with higher sale transaction multiples, enhance your enterprise and shareholder value.

Here are a few examples of future opportunities:

  • New capabilities to boost profits and subscription or recurring revenue that were not available before the acquisition.
  • New products and services to offer existing customers and clients.
  • Existing products to attract new markets and customers.
  • An eventual exit or divestiture to a strategic buyer, private equity group, family office, or IPO.

Read this case study on how The Jacobsohn Group put the Process Continuum to work for a client in the medical device/biotech industry.

“Jacobsohn’s extensive CFO/CPA experience, coupled with his MBA credential, has been front and center from the start of our engagement. I trust him implicitly."

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