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Services
BUSINESS
PLAN DEVELOPMENT
Some reasons to create or update a business
plan:
· Initial and follow-on fundraising
· Managing the business
· Selling a business or reverse due diligence
Fundraising:
At some point, all businesses need funding for the purposes
of working capital, infrastructure, marketing/promotion, or acquisition
opportunities. A clear and concise business plan is a key instrument to
convey to potential investors/lenders why your business is a good investment
as well as the plans, measurements and controls you have to ensure its
success.
Managing the Business:
Companies are dynamic and are shaped by the activities
within an organization as well as the environment around them. Updated
business plans are key to ensuring that the actions of each department
are still supporting the overall goals of the company. Identification
of key metrics that underlie your business will help you set realistic
goals and provide a measure to benchmark against.
Selling a Business or Reverse Due Diligence:
When presenting your business to potential buyers, merger
partners, or when sellers need to conduct reverse due diligence, a thorough
business plan will always be requested as it's the easiest way for them
to learn and appreciate the value of your business. Having up to date
information supported with appropriate financial projections will ensure
that your company is presented in its best light.
No matter which situation you may be facing, we'll help
you develop all the components of a successful business plan including:
· Executive Summary
· Mission and Strategy Statements
· Service/Product Descriptions
· Marketing and Sales Strategies
· Competitive Analysis
· Company Description
- Ownership
- Management
- Organization and Staffing
- Operations
· Financial Projections
· Exit plan
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FINANCIAL
MODEL DEVELOPMENT
Financial models are a useful way to predict
how changes to an organization will impact future financial performance
and are a critical component of any business plan.
Why develop and use a financial model?
·
Fundraising
· Establishing Key Performance Indicators to better monitor and
understand your business
· Predicting impact of changes to your business
· Forecasting
A financial model should be built from a bottom up perspective. Your investors
and management team need to understand the driving forces behind your
business if they are to evaluate it properly, set attainable goals, and
guide the company toward growth. In today's competitive fundraising environment,
an accurate and flexible financial model is imperative to help you and
your potential investors understand the impact of business decisions,
before committing to a particular initiative. Management also needs the
proper tools to set attainable performance goals in support of staff and
management incentive plans. A detailed financial model is critical to
understand how your business will set and achieve these measures of success.
LEAPFROG Partners can assist you in developing a financial model suitable
for both internal and external purposes that includes:
· Identification of all relevant underlying assumptions
· Breakdown of major revenue centers and COGS
· Breakdown of major cost centers and operating expenses
· Salary, benefit and bonus calculations
· Complete integration of Income Statements, Balance Sheets, and
Statements of Cash Flows
· Customized for your business, whether used alone or in conjunction
with our other services
Dale and Laura have extensive experience in developing financial models
for use with financings and management forecasting, from single unit businesses
to multi-national corporations.
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ACQUISITION
AND DIVESTITURE SUPPORT
LEAPFROG Partners can lead or assist in
the process of developing an appropriate strategy, identifying targets,
conducting due diligence, and negotiating transactions. These activities
can distract management from day-to-day responsibilities and are often
quite time consuming for those that are unaccustomed to the process. We
can help our clients to:
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Develop strategic growth plans utilizing strategic acquisitions or divestitures
· Identify and approach potential targets for sale or acquisition
· Lead or assist in the due diligence process
· Assist with negotiations
· Evaluate the valuation of the businesses · Lead or assist
in the post aquisition integration
· Find sources of private capital
LEAPFROG Partners brings significant experience in both buy-side and sell
-side transactions ranging in dollar value from several million to over
100 million.
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RECAPITALIZATION
AND RESTRUCTURING
The health of a company hinges on its capital
structure and its access to adequate and suitable financial resources.
Achieving an acceptable capital structure is essential to competing in
today's marketplace. Getting to the right solution, whether it is a refinancing,
debt restructuring or a sale transaction, is of utmost importance. We
begin with a thorough assessment of the client's situation and marketplace,
identify and analyze all viable alternatives, develop and implement a
transactional strategy, negotiate the most favorable terms and manage
the process effectively through completion.
The financial requirements of our clients span the spectrum of financial
products available in the capital markets. Our track record has earned
us respect and recognition within Northern Ohio's financial, investment
and legal communities. We actively maintain strong relationships with
money center banks, asset-based lenders, leasing companies, investment
funds and venture capital funds. This means flexible and versatile options
to achieve the greatest return for each client.
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INTERIM MANANGEMENT
Many different circumstances can lead to
a need for an Interim CFO/Controller. Small businesses often start without
full-time accounting support. Even after they hire an accountant or controller,
there is still frequently not a senior level finance executive. An Interim
CFO/Controller could be the answer. We can provide complete coverage or
regular "oversight" advice and support, as circumstances require.
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FINANCIAL
AND ADMINISTRATION
We
have a broad background of performing many other functions to cover all
aspects of finance and administration including, but not limited to the
following:
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Select and integrate software systems based on the specific requirements
of the business
· Produce cash management tools
· Create compensation packages which may include bonus, retention,
and employee equity award programs
· Develop employee policy manuals including expense policies
· Establish/enhance employee benefit programs including health,
dental, and retirement plans
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LEAPFROG Partners, LLC.