Acquisition Planning

Business expansion has the potential to expose your business to a broader audience. Increasing your customer base will help you diversify, convert more customers, and improve sales. This leads to higher profits. Just like your team, expanding your customer base is important to the success of your business.

Step 1
Identify Sellers
  • Meetings
  • Gathering Info
    • Step 2
    Letter of Intent
  • Non-Binding
    • Step 3
    Due Diligence
  • Business Analysis
  • Strategy & Implementation
  • Pre-close and Integration Planning
    • Step 4
    Closing
  • Communication
    • Step 4
    Post Closing Integration
  • Integration
  • Communication

    • Maximize your value for a successful transition​

    Business expansion has the potential to expose your business to a broader audience. Increasing your customer base will help you diversify, convert more customers, and improve sales. This leads to higher profits. Just like your team, expanding your customer base is important to the success of your business.

    Merge or Sell Externally
    Valuation Services
    Leadership Transition Planning
    Internal Transitions

    Planning & Integration

    Integration Planning

    A successful integration is one that is well-planned, communicated, and executed with no surprises and minimal disruption to normal operations.  Thinc Strategy works to gain alignment with all parties, facilitates the tasks required pre and post-close, and monitors progress through implementation.

    Pre-Close Planning

    A best practice is to create a task force with both the buyer and seller key stakeholders responsible for the successful integration of the two firms.  Thinc will facilitate the integration planning required pre-close and work with the stakeholders in each area of the business (IT, accounting, human resources, operations, legal, business development, marketing, etc…) to leave no stone unturned.  Communication is one of the most important elements of an integration plan.  When and how to communicate is vital in creating a positive message internally and externally.

    Post-Close Integration

    Now you have purchased the company,  what integration steps remain?  Up to this point, discussions have been “when” we are one firm, now you are one firm.  It is important for you as the buyer to continue integrating the new business into your culture.  Thinc will guide you through a set of milestones to achieve in the first month, ninety days, six months, and first year.   Communication will be more important than ever to ensure the new employees and clients are successfully integrated.

    Integration Planning

    A successful integration is one that is well-planned, communicated, and executed with no surprises and minimal disruption to normal operations. Thinc Strategy works to gain alignment with all parties, facilitates the tasks required pre and post-close, and monitors progress through implementation.

    Pre-Close Planning

    A best practice is to create a task force with both the buyer and seller key stakeholders responsible for the successful integration of the two firms.  Thinc will facilitate the integration planning required pre-close and work with the stakeholders in each area of the business (IT, accounting, human resources, operations, legal, business development, marketing, etc…) to leave no stone unturned. Communication is one of the most important elements of an integration plan. When and how to communicate is vital in creating a positive message internally and externally.

    Post-Close Integration

    Now you have purchased the company, what integration steps remain? Up to this point, discussions have been “when” we are one firm, now you are one firm.  It is important for you as the buyer to continue integrating the new business into your culture. Thinc will guide you through a set of milestones to achieve in the first month, ninety days, six months, and first year. Communication will be more important than ever to ensure the new employees and clients are successfully integrated.

    Due Diligence Tactics 

    Due diligence is the part of the M&A process where the acquiring Firm can analyze all the qualitative data that makes up a Firm and assess the non-qualitative information that could make a transaction easily succeed or fail upon closing. The due diligence stage of an acquisition is typically the make it or break it point of a transaction. By this point in the transaction, cultural fit has been identified, the high-level terms of the deal are established, and everyone is working towards a successful close. Identifying red or even yellow flags during due diligence can delay getting to the close or even kill the deal.

    Due diligence needs to be customized to meet the acquirers needs and review key areas of interest to leadership. Thinc Strategy has the knowledge and expertise to be your due diligence team.

    Contracts
    Ownership Structure
    Government Documents
    Legal Filings
    Client Contracts
    Leased Properties
    Finances, Insurance, and Tax
    Financial Statements
    Tax Returns
    Payroll
    Managed Reports
    IT and Fixed Assets
    Software
    Hardware
    Furniture
    Vehicles
    Marketing
    Customer Segments
    Market Segments
    Organization
    Current Salaries
    Benefits and Bonuses
    Hiring/Firing Practices
    Employee Engagement