• Perform S.W.O.T. analysis
• Assist leadership in prioritizing opportunities, and setting S.M.A.R.T. goals
• Develop company Mission and Vision Statements
• Create accountability with leadership to execute on plans

Growth Initiatives

• Analyze MLS and market share data Identify new markets opportunities, and acquisition targets
• Develop office expansion strategies
• Assist in franchise application process; obtaining franchisor approval

Franchise Matters

We can assist franchisees in all matters that arise during their franchise relationship, including the initial franchise documentation, amendments related to expansion, renewals and termination.

Transactional

We assist clients in all phases of all transaction types: mergers, purchases and sales, and ownership and capital restructuring.

Buyers

• Review target financial statements and operations
• Prepare valuation and pro forma financial statements
• Structure transactions
• Draft and negotiate NDAs, LOIs, purchase agreements and other transaction documents
• Provide closing support and transition planning

Sellers

• Prepare virtual due diligence data room
• Create company pro forma financial statements
• Draft and negotiate NDAs, LOIs, purchase agreements and other transaction documents
• Provide closing and post-closing support

Ownership Changes

• Recommend efficient ownership change structure
• Assist potential new owners in analyzing the opportunity
• Draft and negotiate NDAs, LOIs, purchase agreements and other transaction documents
• Provide support in obtaining consent of franchisor