KEEP/SELL/GROW Business Analysis

Strategic Advisory Services Provided by The Beringer Group

KEEP/SELL/GROW Business Analysis is a branded business advisory service offered by The Beringer Group to help owners of closely-held businesses evaluate strategic options throughout the business lifecycle, including retaining ownership, pursuing growth, or preparing for a sale.

Every business is in transition. Whether an owner is preparing for a transfer to the next generation or considering a sale, planning ahead and managing transitions throughout the business lifecycle is critical to long-term success. Closely-held businesses naturally progress through distinct life-cycle stages. As a business matures, owners often face the question of whether the direction of the business remains aligned with their personal, financial, and legacy objectives—particularly as retirement approaches.

Through the KEEP/SELL/GROW Business Analysis service, The Beringer Group works with business owners to engage in a structured strategic planning process designed to clarify objectives and evaluate future paths for the business and the owner’s interests. As part of this service, The Beringer Group analyzes a wide range of financial, operational, and strategic considerations, including the following:

If the owner plans to KEEP the business and transition it to future generations:

  • Is there successor management in place?

  • Does this management include members of the family and, if so, are they prepared to take over from the senior generation?

  • Who among active members of the family is truly qualified to lead the company?

  • What is in the best interest of the family, the business and its employees?

  • Can the senior generation afford to retire?

  • What is the best way to transfer ownership and what is the economic cost of doing it at the occurrence of different events—lifetime or at death?

  • Is the company well positioned to succeed and prosper?

If the owner is considering a SALE of the business:

  • When is the appropriate time to sell?

  • What needs to be done to prepare the business for sale?

  • Who are the target buyers?

  • How does one best present the company to potential buyers?

  • Who should be engaged to assist in the sale?

  • What is the market for the company?

  • What are the seller’s economic needs and expectations from the sale?

  • Should some ownership be transferred now to direct proceeds to junior generations?

If the owner is UNDECIDED or considering GROWTH:

  • What is happening in our industry and what are the trends affecting it?

  • What steps need to be taken in order to prepare the company to be ideally situated if one decides to keep or sell?

  • What is the time frame for a keep or sell decisions?

  • If we need to grow, what is the best way to do this – acquisition, merger, internal growth; and how does one best finance such growth?

The Beringer Group has extensive experience providing KEEP/SELL/GROW Business Analysis services to closely-held business owners. We do not approach this analysis with a preconceived result or “product solution” and provide straightforward and objective conclusions and recommendations.