1
Capital Raise Playbook
- Prepare business for capital raise
- Update Strategic Plan, Business Plan
- Prepare information memorandum (IM)
- Prepare financial model
- Selection of capital raise advisors
- Attract investor type that optimises valuation
- Match investor type with strategic plan and time horizon to exit event
2
Mindset, Energy and Culture Playbook
- Company values and description of culture
- Develop team culture for high growth
- Personal mindset and energy of the founder/CEO
- Develop a Culture Plan and HR Plan
- Ensure execution to achieve outcomes of culture
- Develop remuneration package to ensure team is aligned and incentivised
- Advice on Employees Share Plans to achieve financial objectives and company culture
3
Acquisition Playbook
- Industry landscape of players
- Understand competitive advantages of players
- Analyse industry dynamics
- Assess where value lies within the industry
- Determine what parts of the industry are the best strategic fit
- Assess vertical or horizontal integration
- Strategic bolt-ons or buy an additional skill set no currently within the business
- Assist with valuations and work with M&A advisors
- Assist with due diligence
- Assist wth integration
- Prepare an acquisition plan to find acquisitions and develop a process to review deals and execute
- Analysis on EBITDA multiples, multiple expansion opportunities, and cost savings
4
Systems and Tech Playbook
- Assess right systems for growth
- How to utilise tech to create competitive advantages
- Cost versus benefit of new tech (valuation uplift/profits)
- Key decisions to Build, customise, integrate tech
- How use of software can add value to exit
- Understanding the importance and value of data
5
Sales and Marketing Playbook
- Brand assessment
- Sales and marketing plan
- Sales structure and documented process
6
Franchising and Multi Site
- Franchise/multi site model to replicate current business units and expand by roll out
- Financial model for each branch and corporate
- Assist with Operations Manual
- Assist with Detailed Strategic Plan for franchise/mutli site roll out
- Decide on centralised services to support branches
- Document each business process so it can be executed by maangers
7
Exit Playbook
- How to approach an exit
- Check list to prepare for exit
- Understanding importance of Vendor due diligence
- Understanding Warranty Insurance
- Determine where value is
- How to optimise value
- Drive value from Data and analytics
- Assist with negotiation of price and terms
- Create competitive tension
- Understanding what documents should be done prior to exit process commencing
- Work with M&A advisors for best outcomes
- How to sell to a PE firm