MorrisAnderson

Our Approach

• The ultimate goal of our business assessment is to improve cash flow and maximize enterprise value
• We employ a collaborative, multidisciplinary approach that enables us to leverage the wide-ranging expertise of our team and management to see the big picture
• Depending on the urgency, complexity and requirements of a project a complete assessment takes two to six weeks.  After the assessment, MA is highly experienced in helping management initiate goals and objectives to improve the operations and to right size the cost structure based upon attainable sales targets.
• We help clients develop objectives that meet “Specific, Measurable, Achievable, and Compatible" (SMAC) criteria
• We provide a road map through budgeting and analysis that allows the management team to implement changes that MA works with the company to develop
• The project team is made up of one to four professionals and usually includes a specialist with knowledge of the client’s industry

Our Process                         

• We engage in a fact based analysis of the client’s business.  This process revolves around evaluations, reviews and analyses of businesses’ operations and financial status
• Key components of the assessment include:
• Review of business and financial plans
• Review of the current year’s performance and budget
• Historical financial performance review
• 13-week cash-flow analysis
• Interviews with key management and other employees
• Top line gross margin profit analysis
• SG&A and overhead comparison to peer groups
• Compilation of key financial drivers
• Industry analysis and competitive landscape
• Evaluation of the organization’s Strengths, Weaknesses, Opportunities and Threats (SWOT Analysis)
• Business segment and product line profitability analysis and
• Overall company viability assessment
• Working capital and liquidity analysis
• After our initial analysis, we recommend strategies for potential cost savings, operations improvements, revenue enhancements and cash-flow improvements
• Recommendations may also include strategic changes to the business model, processes and structure, suggested transaction plans, and alternative financing, capital acquisition or refinancing methods
• MA provides interim management with highly experienced professionals when necessary

Our Value

• Intense focus on maximizing enterprise value
• Our diverse team has hands-on, executive-level experience in a variety of industries, which allows our consultants to assimilate and integrate into our clients’ businesses quickly
• We facilitate clear communication among all stakeholders, including owners, management, employees, lenders and investors
• Our clients’ directors, management, owners, lenders and investors benefit from our unbiased, objective business assessments and recommendations
• Our seasoned consultants customize the analysis process on a client-by-client basis to deliver the fastest, most effective value maximization strategies

Our Results

• Rather than overwhelm with several-hundred-page reports, we create concise, understandable presentations
• One size does not fit all: Our assessments are custom-tailored with an easy-to-grasp narratives that explain the relevant concepts and issues
• Based on these reports, we develop detailed road maps for successful turnarounds and restructuring programs
• We remain involved in the change process when necessary and maintain communication with the management team even after the project is complete to insure recommendations are implemented and questions answered.