Corporate/Strategic Service Example
Closely Held Business: Monetize Ill-liquid Net Worth
This client was a 15 year old successful start-up boutique ~$10 million business serving large company clients. Approximately 70% of the founder-entrepreneurial owner's net worth was tied up in the business; and though he had no plans to retire soon and, indeed, wanted to grow the business significantly, he wanted to take some chips off the table and access additional capital to expand through roll-up acquisitions.
The engagement was to assess the current state of the business, develop a financial package and growth story, and bring new capital sources to the table who would be interested in making an investment to allow the owner to monetize some of his holdings, . . .
Financial Management Service Example
NewCo Subsidiary of a Large Regional Enterprise: Select & Implement Enterprise Financial Management System Useful for Both
Many large enterprises deploy capital to incubate good ideas in hopes that these ideas become good businesses. This client was on of those good ideas. It began as an idea, a cost-center and not a profit center. As such it was accounted for and developed like many R&D undertakings, and not as a true going concern business. Eventually it was established as an independent, wholly owned subsidiary of the larger company. But, in many ways it continued to rely on the infrastructure, systems, and processes of the big company.
IT Management Service Example
Rapid Growth Small Business: Choose Qualified Enterprise IT Outsourcing Partner to Enable Growth at Scale
This client was a commercial real estate company started by two senior executives from a multi-national commercial real estate brokerage, management, and investment company. Success was immediate, as this business is fundamentally people-based: if you have the right people with the right relationships, you can move from start-up to significant player in short order, which they did. But the infrastructure and back office to support the people and the business, while behind the scenes, is crucial. The business grew rapidly and the infrastructure, including in particular the IT infrastructure, was inadequate to scale the growth of the business.
Road Map to the Hybrid IT Enterprise
One of the most urgent change dynamics in today's business marketplace is transitioning and transforming existing Enterprise Information Technology operations to meet the current and future digital world. Part of this is moving to the cloud, and yet it is far more than just the cloud. If you're an existing business that has been around for any time at all, it means changing your IT delivery model. This includes not just IT but the business-side, security and risk management, financial management, and policy, governance, and procurement as well. Having the right vision in mind and the right road map is critical.
Realizing Full Business Value Through Operations Transformation
Achieving full business value realization from a current operating cost center requires:
The world is changing. Some old standard business lines are being disintermediated or made dramatically less profitable. Yet at the same time, as on the Antique Road Show, there may be hidden value in the attic and you don't even know it. One is a hidden drag and if not dealt with in a timely fashion can result in significantly diminished, perhaps permanent loss of company value. The other is lost opportunity. To achieve full business value realization, you need to do an inventory and look at the world today with fresh eyes. How?
- An experienced assessment of value realization approach alternatives, including new business start-ups/spin-offs, JVs and/or new or converted “to-the-marketplace” service line developments; and
- Experience-Based strategy development of the right sourcing approaches and commercial deal structures, to facilitate full value realization and to achieve targeted operation transformation.
Next Steps...
Call J. M. Roseman & Company today to discuss how we can help you address your mission critical and strategic business needs.