R. E. Pinard
& Co. offers a wide range
of services to the owners
of privately held companies
— and their advisors
— to help them clarify
and define their vision for
the future in order to maximize
the value of their company.
All of these services are
part of our multifaceted Value
Builder Program.
Strategic Focus Session
This focused one-hour session
helps prospective clients express
their goals and strategy through
a discussion format. Learning
about where you want to be helps
us propose an appropriate plan
of action for the future of
your company.
Value Assessment
During this process, the Corporate
Value Specialists
at R. E. Pinard conduct an in-depth
analysis of selected aspects
of your company.
Business
valuations We
prepare valuations of
privately held businesses
for a variety of purposes:
•
Benchmarking
progress
•
Sale
of the business
•
Valuing
minority interest
•
Sale
of stock to existing or
new shareholders
•
Valuing
options and warrants
•
Estate
planning
•
Gifting
•
Litigation
support
•
Expert
testimony
Operational,
organizational and management
evaluations Through
our unique process and
employing tools that have
been refined over the
last ten years, we are
able to quickly and accurately
determine your company's
level of preparedness
for improvement and change.
During this process we
assess your company's:
•
Financial
strength
•
Financial
measurements
•
Strategy
•
Key
employees
•
Production
•
Sales
•
Marketing
Strategic
evaluations Based
on an evaluation that
determines whether your
company is well positioned
to improve its growth
and value over time or
is well positioned for
sale, we develop strategic
initiatives:
•
Strategic
Growth Initiatives
This full report of our
findings includes a comprehensive
and prioritized list of
Strategic Growth Initiatives
that focus on increasing
the value of your company.
•
Strategic
Transaction Initiatives
A series of Strategic
Transaction Initiatives
focuses on improving the
value and appeal of your
company over a short period
of time before sale.
Value Building During the
Value Building process, R. E.
Pinard & Co. provides leadership,
direction, focus and clarity
of mission to owners and their
management team. We take an
active role as project managers
in working with you and your
key managers in implementing
the Strategic
Growth Initiatives. Our
range of Value Building services
includes:
•
Strategic
planning and execution
•
Business
plan development and implementation
•
New
business venture plans
•
Management
consulting
•
Project
management
•
Turnaround
management
•
Executive
search and management
compensation plan development
•
Bank
and non-traditional financing
•
Succession/transition
planning
As your company nears its peak
value, we implement specific
Strategic
Transaction Initiatives
to prepare it for Value Realization.
Value Realization When your
company is well positioned to
realize its maximized value,
the Corporate Value Specialists
at R. E. Pinard & Co. assist
you in defining and implementing
an Ideal Transaction Scenario
that encompasses:
•
Exit
strategy planning
•
Company
memorandum with accompanying
financial presentations
•
Total
management and coordination
of the sale of your business
•
Buy-side
acquisition searches and
transaction management
Contact
us to discuss how
we can help you bring focus
to your business strategy
and build the value of your
company.
Our
Strategic Focus Session
could be the most valuable
hour you spend on your
business this year.
Representative
Engagements
As Corporate Value Specialists,
R. E. Pinard...
•
Developed
a refocused sales and
operations program at
a $2,500,000 revenue company
leading to a 17% annual
growth rate and a fivefold
increase in operating
profit.
•
Developed
and implemented new financial
and operational processes
for a $6 million revenue
company, resulting in
a 150% rise in earnings
within one year.
•
Directed
exclusive financial advisor/transaction
manager in the sale of
a regional distributor/retailer
of consumer goods. Selling
price in low-to-mid eight
figures. Multiple of EBIT
achieved was about 25%
over median industry multiples
at time of sale.
•
Directed
a mid seven-figure ESOP
and minority stockholder
buyout for a controlling
interest in a large regional
contractor and supplier
for the HVAC industry.
Articles
Weathering
the Recession Tips
for emerging intact from
the economic turndown
Business
NH Magazine, February
2002
Featuring
Raymond E. Pinard
Founder
R. E. Pinard & Co.
Assertiveness
or Paralysis, You Choose Exceptional
focus is required in managing
a business during difficult
times
By Raymond E. Pinard
Founder
R. E. Pinard & Co.
March 2003
Taking
Ownership The
facts you need to know
before buying a business
Business
NH Magazine, December
2002
Featuring
Raymond E. Pinard
Founder
R. E. Pinard & Co.
Success
Stories
Developing
a Successful Exit Strategy R.
E. Pinard & Co. helps the
owner of a fabricated metal
company create an exit strategy
that meets the needs of everyone
involved.
Representative
Engagements See
how the services of R. E.
Pinard & Co. have helped numerous
companies implement their
strategic initiatives and
desired exit strategy.
