Strategic Options Review

No matter what your plans, whether it is to keep the status quo, grow, divest, etc. every company needs to review its strategic options every few years.

This is an analysis of the strategic options available based on your company, your industry and shareholder objectives. Amvest brings its expertise developed from out professionals experience in owning their own companies and from assisting hundreds of company owners in planning and achieving their goals.

Periodically, even if your company has no plans to change its direction it can be good to find out what is going on out in the world, what your company is worth, how effective is your management team. It doesn't hurt to know what your options are. Many companies find it helpful to have a strategic option review done every three to five years. Many unforeseen things can affect a company even with no plans to change direction. Companies encounter situations that are beyond their control. These may include the death or disability of an owner or key manager, a catastrophic disaster such as a flood, hurricane, fire, a significant change in the industry, the loss of key sales people, financial challenges and many others.

The review will be tailored to your organization and needs. Some of the issues covered may include the following:

• Review of shareholders personal goals and objectives

• Succession and transition planning

• Liquidity options and exit strategies

• Ownership restructuring

• What is your company worth?

• Management review, depth, knowledge, qualifications

• Growth opportunities and strategies, acquire, partner, etc.

• Divestiture strategies, review of non core or unprofitable units

• Staffing review, employees are the first or second largest expense

• Executive boot camp

• Corporate identify review

• Crisis management, what if disaster strikes

• What if personal disaster strikes, loss of a key executive

These are significant issues that are most overlooked by stockholders, boards of directors and management yet, can have a catastrophic effect on the company, its stockholders and its value. These can also be sensitive issues that are often difficult for insiders to review or discuss objectively.

Amvest will provide you with an overview of our findings and suggestions based on our evaluation. If you would like us to assist in implementing some of those findings we will be happy to discuss those services.

The cost is relatively inexpensive and will vary depending on the size of the company and scope of the items  we review. For example a company may have only one stockholder while others may have several.        

Call an Amvest Professional today to learn more.