SME Investment Ready
SME Investment Ready Program
This process can help you build a strong cash flow and robust profit growth with a high probability of success by first helping you evaluate your company against professional buying standards.
Whether you're selling in the future or not at all, it helps owners successfully grow their business organically and/or funded, get it in shape and create a potentially valuable asset.
After our stability check it will include...
Sales & Growth
This is a key driver and just one of these
- erratic revenues and profit
- feast and famine issues
- no growth against competitor growth
should deliver a strong warning message that "time is running out and you're vulnerable!"
Consistent growth in revenue and profits is an essential ingredient over at least 3 years (preferably not represented by a small number of random sales opportunities) ... your dashboard should display evidence of automated campaigns, quality newsletters, new and repeating customers, market research, competitor analysis, win/loss ratios etc. delivering robust sales.
Proactive leadership represented by a balanced experienced team with a track record of delivering results. An innovative, tightly managed business with good KPI 's (Key Performance Indicators), measurements and financial control. Resulting in key personnel that will to go the extra mile..
CRM & Pipeline Management
Customer Relationship Management (CRM) is an approach to manage your interaction with current and potential customers. Using data analysis to improve business relationships with customers, specifically focusing on customer retention and ultimately driving sales growth. The quality of customer relations and how they are managed through the pipeline extends from the account planning methods to the way you nurture influencer's, decision makers, dormant and old customers.
Weekly/monthly planning (finite) should leave you in no doubt where you stand regarding your targets ... foreknowledge that will give you time to react. This will typically be part of your pipeline analysis showing actual vs target movement of estimates, confirmed, wip, invoiced etc. and finally incorporated into your cumulative P&L dashboard.
A good percentage of your future income will be locked in through secure contracts across a range of customers. A diverse customer portfolio (not too many eggs in one basket). Income growth balanced across new/existing/domestic/commercial business with zero bad debt.
Increased growth must be accompanied by the required skills and manpower preferably with a low staff turnover. An environment people want to work in, get recognition, reward and personal development (possibly even have some fun?). If you create this environment, your key staff will be less likely to leave and you're more likely to attract the best people.
Enhance your performance by keeping an eye on the larger (global) economic picture, tailored to your specific industry or dependents. This can significantly improve your strategic planning and, combined with the above, further shift the odds in your favour.
SME's work hard, typically immersed in operational issues with little or no growth, planning or marketing strategy, activities that can have a substantial positive impact on their business at a much lower cost and risk!
NOTE: All transactions are finalized using experienced and regulated legal & financial professionals to help prevent inadvertent past, present & future liabilities, losses, disclosures etc.