Our Services
The S&P Capital Partner team combines deep learned experience in lower middle market transactions. We combine deep learned expertise, streamlined and efficient transaction processes, and a wide network of industry focused strategic and financial partners all singularly focused on representing your best interests.
We’re ready to work with you on:
Sell-Side Advisory
We’ve spent the last 25+ years incrementally improving our processes while working on hundreds of sell side transactions in just about every industry. We’re dedicated to you and your team and will represent your interests with transparency and genuine integrity
Buy-Side Advisory
Whether your goal is creating a platform organization for growth or adding “bolt-on” pieces to your current operational infrastructure, we’ll assist with determining your investment criteria and find opportunities that fit with our rifle approach.
Strategic & Capital Structure Advisory
It’s critical to balance risk and reward. Risk is what’s left over when you’ve thought of everything. Our team can assist and find those latent risks while exposing and highlighting both the positive benchmarks and the immediate and long-term growth opportunities.
Business Valuations & Opinions
Every business owner should know what their businesses are worth for a myriad of reasons. It’s a baseline from which all other opportunity develops. We’ll work with you to develop a “range of value,” along with proper forecasting, determining critical metrics for growth, and identifying any missing key business components.
Service Differentiators
- Business Consulting Services
- Strategic Consulting
- Liquidity & Exit Planning
Business Consulting Services
Define the Challenge
Whether you need funding, business operational projections, additional staff support, or introductions with aligned partners we can identify your specific direct and indirect challenges. Our objective? Maximize the value of your business operation while caring for your culture and team.
Develop Analytical Tools (Valuation Metrics)
In our decades of M&A deals, we’ve seen business performance improve immediately once we’ve established a range or opinion of value based on a diverse set of metrics. Our analytics will help you establish a baseline foundation of business value. Once we determine that range of value, we can then determine several forward objectives.
Design Solutions
Business design is often an afterthought. Business owners commonly design processes to solve immediate challenges to improve workflow and efficiencies immediately without consideration for future new and latent challenges. Our team of experts can assist with translating design solutions into your business specific language and design workflow to better facilitate services and products that work for your team and customers.
Execution
After data gathering, identifying necessary resources, developing a process framework, assigning tasks, and establishing regular and transparent communication up and down the organizational chart, we’ll continue to review and track progress while continuously evaluating target performance metrics.
Strategic Consulting
Business Model Strategy
Execution. Is the business model executable and does the team understand strategy and purpose? Change and business transformation hit a log jam at the execution point. Once you and your team collectively understand the concept and strategy, implementation and execution will streamline.
Market Research
We have access to the most advanced research tools in our industry and we know the metrics that maximize a seller’s total benefit. We’re experienced in just about every industry and will be the resident experts on your business, and your industry, by the time we go to market.
Growth Strategy
By focusing on specific metrics and methods to generate business growth, businesses can improve process efficiencies, increase client loyalty, gain new market customers, create intense focus on target markets, identify the business’ value proposition, build, and improve team member production, and regularly measure and optimize business performance.
Customer Measurement & Analytics (Valuation)
If you’re not measuring customer profitability, reviewing inventory analyses, or mapping forecast vs actual performance, the business may not ever maximize growth potential. With our experience and operational savvy, we can help determine which core business practices are boosting output and which departments need attention.
Liquidity & Exit Planning
Liquidity Planning
Whether it be integrated financial forecasting, collections automation, or understanding your liquidity requirements, we can help assess your cash flow needs, accurately assess asset valuation, or potentially generate additional income that a business owner may not realize otherwise.
Selling a Business
Reasons, timing, documentation, determining value, courting potential buyers, managing financial, legal, HR, insurance, environmental, and taxation diligence are all part of selling a business entity. It’s not an easy task to sell a business at any price point. There are variables, moving parts, and a lot of unknowns that get answered as we work through the process.
Pre-transaction Planning
Business owners rarely play out the entirety of a business exit prior to making the decision to put their business on the market. We help navigate the emotional ebb and flow of pre-planning to protect your family’s investment and livelihood along with developing a transparent process that can reduce potential internal conflict. In addition, planning now for the future to include contingency planning review, tax exposure mitigation, along with charitable and inheritance giving plans, will eliminate a number of transactional questions amongst an abundance of unknowns.
Transaction Planning
Taking a business to market requires dedicated planning that is specific in its objective. We’re answering several questions that will come up during the marketing and transactional phase of an M&A transaction before we ever go to market. We want to make sure your business entities are in the best shape to generate the best price and terms for you and your shareholders.
Exit Strategies
There are a myriad of options to begin the potential business exit strategies discussion. Do we look to bring on a partner to help facilitate growth via majority recapitalization? Do we sell internally, do we bring on additional management to take the majority shareholder(s) out of the day to day, or do we shut down operations and call it a day? Do we go public? Our team at S&P Capital Partners will take the guesswork out of the conversation and help create foundational solutions to maximize your business value prior to a transaction.
Estate Planning
Business owners want to ensure their lifetime of creating assets are managed properly during and after their lifespan. While estate planning cost money and time, thorough estate planning will guarantee that your assets are distributed according to your preferences, your beneficiaries are clearly defined, and a pathway for decision making is established on your behalf should you be unable to do so.
Succession Planning
Long term succession planning strengthens any organization. Establishing critical positions and highlighting potential vacancies, determining critical skills and future employee performance necessary for business continuity, and focusing on individual and group development to meet future business needs are all components of long-term planning that need immediate and regular attention. It takes foresight and experience to build out a succession plan. We’ve worked with businesses at every stage of the business life cycle and understand that although each business’ needs are unique and specific, there are certain standards which we’ve found are universal. We’ll make sure those foundational standards are solidified while we help plan for succession.
Business and Asset Valuation
“How much is our business worth?” It’s the question we receive more than any other. Business valuation consists of multiple variables linked to an excess of variances. We provide detailed metrics based on your empirical data. In addition, we dig into recent comparable sales along with specific industry metrics that establish a marketable range of value for your business.
Tax Mitigation Strategies
Taxation and reporting are complicated and time consuming. The sooner you begin having conversations about tax savings, the better. Whether exit planning, pre-determining allocation, maximizing deductions, deferring income, depreciation calculations, taking advantage of business tax credits, etc. proper tax planning is a critical component of a successful business exit strategy. Our team can help navigate this complex and often enigmatic department.
Cash Flow Strategies
Business owners have felt the cash flow crunch at some point in the business cycle. Often many times. You may need new software to track cash inflows and outflows and establish consistent invoicing and receivables, more payment options for customers, better terms to improve customer viability, etc. Our team can help develop cash flow management strategies to stabilize and improve operations.
Investment Criteria
Industry Experience
Real world deal experience. We’ve spent the last 25+ years incrementally improving our processes while working on hundreds of sell side transactions in just about every industry.
Skilled Investment Banking Professionals
Investment bankers must understand deal mechanics and nuance. You can’t have one without the other. The mechanics are black and white blocking and tackling. Nuance separates the most talented investment bankers from the masses. We understand the emotional ebb and flow this process will create and what obstacles are in our path. We’ll guide you and walk side by side from before the beginning to well after our mission is complete.
Process Driven Outcomes
We don’t haul and hope. We’ve developed very specific and customized deal processes in every industry we’ve completed transactions. We don’t offer a cookie cutter assembly line process. Our team creates bespoke processes from valuation, to marketing, to acquisition target identification, to transaction, to close, and beyond. We don’t take shortcuts, we’re diligent and persistent, and our process is transparent from the very start.
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Going into this process we had no idea what all was involved, however, I cannot recall a single problem. I am sure this was due to the professionalism of you and your staff. We would be happy to recommend your services to anyone buying or selling a business.
Business Owner at Light Manufacturing Business
Est. 1904 – Sold to Strategic Company
Industries We Serve
We have access to the most advanced research tools in our industry and we know the metrics that maximize a seller’s total benefit. We’re industry agnostic and have represented businesses in every major industry. More precisely, we’ll be the resident experts on your industry & specifically your business by the time we go to market.
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