1 / 6

Strategy and Goal Development

Strategy and Goal Development. How does this affect or lead to a transaction (including such conditions as earn out provisions). 1. Where are you going Triptik/CAA analogy You need a final destination – an overriding goal – and prioritizing of all goals and objectives 2 . Business Plan

dalila
Télécharger la présentation

Strategy and Goal Development

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Strategy and Goal Development • How does this affect or lead to a transaction (including such conditions as earn out provisions)

  2. 1. Where are you going • Triptik/CAA analogy • You need a final destination – an overriding goal – and prioritizing of all goals and objectives 2. Business Plan • Do you have one • Components of a business plan (business blue print) • Mission statement • Short and long term objectives • Product and production • Sales and Marketing • Administration • SWOT analysis • Projections/budget

  3. 3. Implementation of the business plan • Communication of business plan • Goal Congruence • Internally to management, employees • Externally to bankers, partners, suppliers, customers 4. Resource Allocation • Resources are limited – need to develop a risk/reward or cost/benefit model to determine how to allocate resources • Human capital • Financial capital • Technology • External resources (Boards, external professionals)

  4. How does a business plan affect the M&A process 6. Conclusion • There needs to be a balance between being reactive and proactive • Planning and managing resources increases your chances of maximizing value • You must prioritize goals and objectives - because • You can’t always get what you want – but if you try sometimes you might just find you get what you need (Mick Jagger)

  5. Thank You • Questions Contact Details: Farber Financial Group 150 York Street, Suite 1600 Toronto, ON M5H 3S5 Eric Klein (416) 496-3742 eklein@kleinfarber.com www.farberfinancial.com

More Related