The Streamline Prep process is designed to increase the value of your company. We use a structured approach to proactively address challenges and capitalize on opportunities to make your business more attractive to future buyers.

Our Prep process begins with a detailed analysis of the current state of your company and the goals of your leadership. During our analysis, we identify improvement opportunities that, if addressed, will place your company in a stronger position when the time comes to sell.

Second, we devise a plan to address each improvement opportunity and discuss the feasibility of each project. After careful budgeting and forecasting, each project is prioritized based on expected ROI.

Third, we execute! Streamline is accountable for implementing the solutions it develops. This is what makes us different and why your company will see exceptional results.

1. Increased company attractiveness: The more attractive your company is to prospective buyers, the easier it will be to reach a successful transaction and achieve terms and a sale price that exceeds your goals.

2. Improved growth and profitability: Addressing improvement opportunities increases profit margins and delivers value to your current shareholders.

Typical opportunities Streamline looks to address

Growth

• Add fuel to your core business through sales process optimization, automation, and marketing

• Deepen customer relationship by adding additional/supplemental service lines

• Expand into adjacent end-markets, geographies, and industries with an optimized sales team

• Explore additive strategic acquisition opportunities

• Growth project forecasting and budgeting

• Compute expected ROIs for growth projects and prioritize accordingly

Operations

• Implement/utilize KPIs to identify strengths and weaknesses

• Analyze product or service life cycle from initial contact to completion

• P&L analysis to identify cost saving opportunities

• Identify redundancies and opportunities to streamline systems

• Implement technology solutions to optimize key processes

• Improved budgeting practices

• Evaluate and optimize purchasing procedures

• Formulate standard operating procedures

• Equipment review and analysis to identify productivity improvement opportunities

People

• Transfer current ownerships responsibilities to management team

• Review org chart to identify and fill holes through hiring, promoting, or restructuring

• Improve recruiting efforts and methods

• Implement training and onboarding procedures

• Review benefits package and identify cost effective alternatives and improvements

The four main topics buyers hone in on:

1. Reason for selling: Why do the current owners want to sell, and are they still involved in the day-to-day? If so, are the current owners interested in staying on for an extended period, or have responsibilities transferred to a capable management team?

2. Revenue & profitability: Is the revenue sustainable? Is the revenue reoccurring or contracted? Are profit margins consistent across periods and in line with industry standards?

3. Growth opportunities: What are the growth opportunities, and has current leadership made efforts to capitalize on existing growth opportunities?

4. Modern Operations: Does the company have modern operations that utilize technology, software, and automation that increase efficiency and scalability?