Call or text us 213.705.0391 Email us jkmurphy@jkmurphyadvisors.com
We'll define and analyze the realistic and relevant options for your optimal growth story as part of our unique planning process. Since your company’s growth story will be unique, we'll need to determine the right mix of the planning preview steps below.
Meet with you (and other owners) to help define your personal and financial goals, risk appetite and your view of the best strategy option
Meet individually with the senior management team to gauge its depth and quality and understand their view of the growth strategy options and roadblocks
Attend management meetings to better understand your company’s culture, rhythm and language, including how you manage the business
Analyze industry trends and adjust your growth story to reflect the best opportunities available in the market
Examine the company’s current governance, reporting, IT and communication structures
Analyze and poke holes in the company’s financial profile, operating dynamics and competitive positioning
Look for opportunities to streamline costs, create new or modify existing revenue streams, increase cash flow/value drivers and/or reduce financial risk
Analyze your company against the value drivers
Craft the growth story that meets your objectives and risk preferences by combining the qualitative and quantitative components above and connecting to your financial model
Distill all these inputs into a financial model that includes 3 or more years of financial projections