Strategic Value Enhancement

Strategic Value Enhancement

Carleton McKenna & Co. has developed a Strategic Value Enhancement program to help business owners position their business for growth and profitability, in order to maximize enterprise value over time. Through a research and analytics-oriented gap analysis, we will present a set of strategic opportunities to help a company prioritize those items on which they will take action.  Both privately-held and public companies may find value as our team takes a “Board’s Eye View” and helps management through a comprehensive strategic planning process. We work with closely-held businesses, multi-generational family businesses, portfolio companies of financial sponsor firms, divisions or subsidiaries of public companies and young growth companies.

The Strategic Value Enhancement includes:

  • Conducting a full review of the Company’s financial reporting/statements
  • Reviewing operational and organizational assessments, as available;
  • Providing in-depth industry research and comparables;
  • Drafting an internal business plan or descriptive memorandum; and
  • Other value-enhancing activities may include IT systems review, business plan review and customer feedback analysis.

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