TRANSACTION SUPPORT SERVICES

Strategic Planning

Successfully predicting the future is the challenge of every company. Continued company success is based on forecasting more accurately than your competitor forecasts. Last year’s business plan predicted this year, but what of next year and the year after?

Setting the overarching goals of a company must be done by the CEO. This is the duty of the company’s lightening rod. Road Mapping establishes these goals. However, those overarching goals have to be translated into more and more precise goals and activities. Strategic Planning builds the tactical plan, and the daily logistics for achieving the goals.

Our approach is to look at the whole company. We financially examine and chart each activity of the business. Our strategy focuses on developing a comprehensive understanding of the company, its processes, and its financial requirements to increase top- and bottom-line profitability and shareholder value. Then we do several strategic analysis activities:

• understand from a historical and current basis how the company is doing;
  
• evaluate product utilization, cost, and profitability;
  
• review the marketing done by the company;
  
• consider various additional markets for the company, including new domestic and foreign opportunities;
  
• assess current relationships;
  
• identify types of potential relationships available to the company;
  
• develop clear revenue and financial models;
  
• plan tactical goals and measurements;
  
• work with marketing and operations to update those areas with the new set of goals;
  
• direct implementation of profitable activities based on the financial model;
• document this information
  

High Growth Planning

Turn your ambitions into reality. Holt Capital helps companies striving for rapid group leapfrog the competition, assemble a top-notch management team; put exceptionally efficient systems in place, and calling upon the best resources in all other areas that make their ambitions come true.

Companies that want to go from where they are now to being over $100 million dollar companies in five years need to plan for this even when they are in their very early stages. High growth success does not happen. The founders must create the vision, know their markets, and aim to be where their markets will be in the future. Only the fittest companies can go all the way to the top. High growth planning uncovers what it takes to get there.

We assist in the areas of management and personnel growth; financial and operational systems; product focus; and market pulse. We mentor and coach those key individuals who need to grow into their jobs, and help add people to your team.

We help you identify immediate revenues (low-hanging fruit), and long-term high-growth and profits. Deciding when to stay the course, refocus, or reinvent are not easy decisions.

What good is Strategic Planning?

We have a broad perspective: our experience includes strategic planning focused on obtaining capital, making the decision for a merger, divestiture, or acquisition, working with entrepreneurs to create a venture capital oriented company. We have also worked on company turnarounds and organized dissolutions. This has given us a deep appreciation of all the work required to prepare for the transaction, as well as the documentation required during the transaction negotiation process.

We also have done strategic planning services for on-going companies that did not do a transaction. Our strategic planning process has enabled companies to grow, with results ranging from forty percent annually for established companies to one-thousand or more percent annually for early stage, depending on company size and industry, and economic environment

We will help you identify when you can achieve dynamic growth and increased profitability. Then we will formulate effective methods for financing this growth based on your most available sources of capital.

If you have recently purchased a company or division, we will identify how you can utilize your newly acquired profit centers.

Based on this information, your company can set and achieve corporate objectives based on the specific factors in your business operation and area. Working together, we will determine the long-term strategies for the business.

Implementation and Change

The Strategic Plan is only as strong as its implementation. It is how an organization changes and is able to move forward with the new plan. We guide and coach the senior management team, as well as other key teams on putting the plan in action. This coaching and guidance helps teams breakout of old patterns that are no longer successful, and accelerates the accomplishment of the goals.

Transaction support services  |  Strategic planning  |  Financial record keeping
Proforma financial statements  |  Business plan and offering documents
Business assessment survey  |  Business valuation  |  Investment analysis