The Securieon Group prepares the most challenging client for an exit event, while maximizing owner/stakeholder compensation now and over the next 3 to 5 years. We are a management advisory firm, working hands on with early-to-mid stage companies planning to improve the value of their organization through a comprehensive suite of services focused on sustainable growth strategies, execution, drop in management, realignment and growth capital.
Securieon is a management advisory firm primarily focused on sustaining and scaling a company’s profitable revenue performance. Our roots are deep in revenue strategy, sales execution, operational efficiencies and innovation. Our efforts are measured on sound financial acumen. (Based on what? Team, experience, track record)
We are a hybrid between traditional growth management consulting and M&A Advisory. 80% of our clients require a new sustainable and scalable growth strategy due to founder or investor fatigue. An accountant of finance driven consulting firm is not a growth focused service. Most approach profitable growth to cost cutting. You can only cut so much until you have to reinvest time, training and money back into the company to achieve sustainable and scalable growth.
Compelling personal or family challenges to resolve
o Succession to a family member or key executives
o Personal health challenges
o Family conflict
Compelling financial objectives to achieve
o Capital Infusion required for company to grow
o Founder or Investor Fatigue
o Founder needs some liquidity now with an eventual
A sense of urgency exists
o Commitment to exit company in less than three years
o Market valuations are high
o Immediate liquidity required
The only time to bring in Securieon is when two of the three common traits are being experienced by the client
Success for Securieon is when a client can attest to meeting their personal and financial objectives as a result of insightful guidance and execution having worked with Securieon.
We see business brokers claiming to be M&A experts. We encounter accountants masquerading as consultants claiming to have a proprietary process as part of their value proposition.
We are not transactional business brokers looking for a quick sale of a client’s assets.
We are foremost management advisors who work with privately held companies experiencing a pivotal point in their history. Typical challenges:
We are advisors for the longevity of our client’s company. We work hands on with privately held companies to assist in achieving higher valuation of a client’s business.
Pre-Acquisition preparation begins well in advance of an actual acquisition. Defining the objectives of the founder and original stakeholders (family members, investors) is critical to determining the terms and conditions acceptable to the seller.
The following scenarios can impact what happens when the company is acquired:
In essence, what happens after a company is acquired is influenced by how well the M&A advisory team of Management Consultants, CPAs, Attorneys and Wealth Managers have planned for the protection of the founder’s objectives.