Business Research
Many business owners occasionally run into challenging informational roadblocks they don’t have the experience (or the time) to tackle but that pose significant headaches and risks. DM Buck Advisory helps owners in the following areas:
- In-depth customer or industry research
- Due diligence on potential acquisitions
- Succession planning, vetting potential employees
- Reducing employee turnover
- Developing longer-term financial forecasts
- Scenario analysis
- Mediation between owners
- Improving Operating efficiency
- Applying for licenses and bank loans
We can assist with your investor communications. We have over 30 years of sell-side financial analyst experience. Much of that time was spent quickly understanding — and communicating what investors need to know about the impact of economic and corporate events. We know how to craft a company’s information flow in ways that will make the most sense to investors. We can also work on a special project basis to address perceived shortcomings in valuation and/or with a company’s general profile.
Due Diligence
We work with investors who seek to buy businesses. Due diligence is a critical process for the potential owner, and we help by leveraging our years of experience in examining a wide array of businesses from different angles. Our due diligence efforts include:
- Establishing a point of view regarding the underlying industry. Are there signs that the sector growth dynamics might be changing?
- How does a prospective target firm perform relative to its industry and peer group? Are there reasons that the relative trend lines might change?
- What products or services do prospective companies offer relative to their competition? Are there sustainable advantages?
- How good is the management team? What changes might take place in the foreseeable future? Are the star performers incentivized to stay beyond a change of control?
- How scalable is the business for future growth? What are the likely investments that need to be made?
- Do the critical metrics look favorable?
- Does the target company have a business plan or forecast? What are the underlying assumptions?
- Is the company appropriately capitalized?
- What are the types of valuations being paid for similar companies?
- What will be the buyer’s likely cash-on-cash return on invested capital?