Case Study: An Effective Growth Strategy for Retirement

July 24, 2018 | by Securieon

A family owned manufacturing company’s matriarch was considering her options in life and retirement; fear of health issues and lack of energy to continue to run her company in a highly competitive industry triggered a pause in her life. The Securieon Group was retained to review the company’s options for growth strategy, whether it was through continued organic means, a merger or to be acquired.

The Securieon Group’s Growth Strategy Assessment

Founders who are at a pivotal point of their professional and personal lives often need an outside-looking-in opinion that’s void of emotions. In developing a growth strategy, our business consulting experts’ first objective was to understand the compelling emotional and financial reasons for the owner to consider a lifestyle and business change.

Our Business Consulting Experts’ Plan of Action

The Securieon Group’s experts took the following action to provide sound business consulting and growth strategy advice.

Phase I

• Our Ph.D. in Organizational Behavior and Therapist team members conducted a behavioral assessment via several personality and work style tests
• The founder’s reprioritization of life and financial goals were validated
• After an extensive business plan review and rewrite, we created options for growth strategy via organic or acquisitions
• We recommended a break from further analysis to allow the founder to internalize Phase I results

Phase II

• One year later, the founder committed to leading the organization another year with plans to retire via an acquisition
• Securieon’s business consulting experts provided an assessment of the entire company, market analysis, new growth strategies, organizational alignment of leadership, cultural behavior changes and financial analysis to establish milestones for performance
• Pre-M&A readiness and analysis documentation was created
• We recommended industry expertise in the following areas:
  • Wealth management
  • Personal therapist
  • Pre-M&A expertise
  • CPA for taxes
  • M&A attorney

Results

The client was very happy with our business consulting team’s growth strategy results:

• The founder has renewed energy with a target date for succession and retirement
• Company performance is sustainable and scalable
• New banking relationships for capital were secured after two years of implementing our new business plan
• Private Equity has taken an active interest in evaluating the company for acquisition
• The founder has leverage to secure the right banker, investors and alliances based on Securieon’s pre-M&A process, documents and lead-by-example drop in management to implement newly created initiatives
• The company is negotiating with their M&A attorney and CPA an acceptable value based on Securieon’s hands on guidance to improving financial metrics

Want to find out how our business consulting experts can help your company develop an effective growth strategy? Contact us today!