Individual Buyer in Hopkinton Looking to Buyout Logistic and Industrial Businesses Upto USD 4 million

Summary of expertise.

1. FP&A.

2. Fully integrated financial modelling to support strategic decisions.

3. Automated and detailed monthly financial reporting package.

4. Monthly/quarterly management team and board reporting.

5. Annual budgeting and budget presentation materials.

6. Profitability by customer, product/service, geography, and other variables.

7. All-encompassing P&L forecasting and variance analysis.

8. Best in class 13-week cash flow forecasting.

9. Real-time hourly/daily/weekly cash reporting.

10. Industry-leading KPI, dashboard and automated reporting using a data-driven approach to optimize decision-making.

11. Maximizing existing tools and new tools like Power BI to provide maximum business visibility.

12. Combine predictive and trend analysis to enable clients to optimize resource planning and management.

13. Capital expenditure and ROI analysis.

14. Working capital and cash management analysis.

15. Synergy and restructuring analysis.

➢ Finance & Accounting.

16. Month-end close establishment and process improvement.

17. Percentage of completion accounting WIP optimization.

18. Project accounting/finance.

19. Standard cost optimization.

20. Cost reductions and optimization initiatives and processes.

21. Intercompany cleanup.

22. General ledger cleaning and optimization.

23. Set up accurate and timely reconciliations.

24. Internal & external audit support and management.

25. Payroll optimization.

26. Financial health check.

27. Implementing revenue and cost processes and policies.

28. Balance sheet reconciliation & clean up.

29. General accounting support.

30. Evaluate and build teams per client’s needs.

➢ Operations.

31. Evaluation of current processes and identify areas of continuous improvement.

32. Implementing processes & policies to optimize output and increase efficiency and productivity.

33. Maximize ROI on labour costs with targeted metrics and actions to increase efficiency and maximize utilization.

34. Project management – Implement consistent processes to ensure on-time and under-budget completion of projects.

35. Implement quality control measures to maximize customer satisfaction and minimize the cost of double handling.

36. Hands-on approach to assessing costs across the board to identify opportunities to increase margins.

37. Inventory management including implementation of inventory systems as needed.

38. Initiate and implement supply chain processes and traits to ensure optimal deliverables while increasing margins. Target major costs such as materials, labour, freight etc.

39. Resource management – Utilize predictive analytics to ensure the business is always appropriately staffed.

40. Define and set up KPIs to improve productivity, quality, and lead times.

41. Increase the fluidity of communication between operations and other departments like sales, customer service and sales to improve the final output.

➢ Sales & Sales Operations.

42. Evaluate the current sales structure to identify areas of continuous improvement.

43. Increase visibility to sales performance by salesperson, product/service, geography, and other variables.

44. Assess, review, and propose sales compensation plans to align with the goals of the client.

45. Propose and implement tools and processes to maximize sales efficiencies and increase the close rate.

46. Work closely with the customer service team to optimize the customer experience.

47. Improve current CRM’s performance by implementing processes to optimize the CRM functionality.

48. Suggest KPIs to track the weekly and monthly performance of salespeople and the customer.

49. Review sale terms & conditions to minimize client’s exposure.

50. Increase visibility to current and upcoming trends to stay at the forefront of the market needs.

51. Initiate business development processes to pre-qualify potential customers and maximize efficiency and close rates.

➢ Acquisition & Integration.

52. Assess acquisition fit to conform with the vision of the client.

53. Review potential acquisitions business operations and financials to give more visibility to the client.

54. Prepare & implement a fully loaded integration plan to integrate financials, sales, operation, HR, legal, technology etc.

55. Asses overlap in costs to find avenues to consolidate to maximize the value of the acquisition.

56. Identify increased sales opportunities with the combined strengths of the client and the acquired company.

57. Identify operations opportunities with the combined strengths of the client and the acquired company.

To minimize costs and maximize efficiencies. • Consolidation of systems.

58. Sell side – For clients looking to sell the business or bring in new capital.

59. Assess potential market opportunities.

60. Gather and prepare client information as needed to assist with the transaction.

➢ Information Technology.

61. ERP Implementation – Evaluate the ideal solution, set up a timeline, budget, and targets as per the client’s needs and manage the project from idea to inception.

62. Assess current ERP usage and implement changes as needed to maximize functionality.

63. Consolidation of ERPs across divisions and new acquisitions.

64. CRM Implementation - Evaluate the ideal solution, set up a timeline, budget, and targets as per the client’s needs and manage the project from idea to inception.

65. Assess current CRM usage and implement changes as needed to maximize functionality.

66. Train current staff on optimal usage of MS Suite (Excel, word, PowerPoint, project etc. ).

67. Set up a client’s security and IT profile, policies & procedures.

Acquiring / Buying a Business

1. Revenue up to 10m.

2. 10% to 20% EBITDA.

3. Business preferences are automation (industrial, warehouse and robotics), technology, industrial services, packaging, pulp and paper, general manufacturing, transportation and logistics preferably in the New England area but also open to northeast and southeast in general.

4. Seller financing is preferred but not necessary.

• Received 1 proposal
• Earlier than 15 days

  Received a proposal from For Sale: Streaming movie service with studio rights to 15,000+ titles and major distribution deals.