How we help after closing
The first year is about a steady handover. Growth work comes once the foundation is in place.
First, a steady handover
Before closing we write a 100-day plan with the leader: a transition plan and a list of what could go wrong, turned into specific tasks for day one. We are not in the business day to day.
Then, three kinds of help
1
Governance & systems
The foundation first: clean financials, a finance function the business can rely on, and an operating rhythm of leadership meetings, scorecards and board oversight. The goal is a business that no longer depends on one person.
2
M&A
Add-on acquisitions when the business is ready for them. We source the deals, help with diligence and structure, and help close them. Think of it as a corporate development team the business could not afford on its own.
3
Tech enablement
The right software, rolled out well. Usually that starts with the basics, like a job management system, a CRM or better reporting, so the team spends less time on paperwork and more time with customers.