1. Initial Consultation: A complimentary discussion to understand your needs and objectives.

2. Proposal Development: We create a customized proposal outlining scope, deliverables, timeline, and fees.

3. Discovery & Research: In-depth analysis of your current situation.

4. Strategy & Recommendation: Development of tailored solutions.

5. Implementation Support (as needed): Guidance during execution.

6. Follow-up & Evaluation: Ensuring long-term success.

Our fees are structured based on the scope and complexity of the project. We offer project-based fees, retainers, and success-based fees for M&A engagements. We'll provide a detailed breakdown in our proposal after our initial consultation.

Brand consulting involves strategically developing, managing, and evolving a brand's identity, message, and market perception. You need it to stand out in a crowded marketplace, connect authentically with your target audience, build customer loyalty, and ultimately drive business growth.

While we don't directly design logos or build websites, we provide the strategic foundation and creative direction that guides these efforts. We can work seamlessly with your existing design team or recommend trusted partners to bring your brand's visual identity to life.

Project timelines vary significantly based on scope. A brand audit might take a few weeks, while a comprehensive brand strategy and development project could span several months. We'll provide a clear timeline in your custom proposal.

1. De-risking Acquisitions and Identifying Hidden Opportunities:

• Comprehensive Marketing Due Diligence: A marketing consultant will conduct in-depth due diligence on the target company's marketing landscape, including:

  • Strategy Alignment: Is the current go-to-market strategy clear, well-defined, and aligned with growth targets?

  • Team & Talent: Is the existing marketing team capable of executing the strategy and scaling post-acquisition? Are there leadership gaps or skill deficits?

  • Channels & Tactics: Are the current marketing channels (digital, traditional, etc.) effective and efficient? Are there underutilized channels with high potential?

  • Marketing Technology & Systems: Is the marketing tech stack robust, scalable, and integrated? Are there any significant gaps or redundancies?

  • Budget & Spend: Is the marketing budget allocated effectively? Are there areas of overspending or underspending relative to industry benchmarks and growth goals?

  • Performance & KPIs: Are key performance indicators (KPIs) being tracked and are they indicative of healthy, scalable growth?

  • Competitive Visibility: How does the target company's marketing stack up against competitors? What are their strengths and weaknesses in the market?

• Uncovering Revenue Growth Potential: Beyond identifying risks, marketing consultants can pinpoint untapped growth opportunities through:

  • Customer Acquisition and Retention: Assessing the effectiveness of current strategies and identifying areas for improvement in lead generation, conversion, and customer loyalty programs.

  • Brand Strength and Differentiation: Evaluating the company's brand perception, market position, and unique selling propositions to understand its competitive advantage and pricing power.

  • Market Trends and Customer Needs: Providing insights into evolving market trends, customer behavior, and unmet needs that the target company could capitalize on.

2. Enhancing Valuation and Post-Acquisition Value Creation:

• Realistic Growth Projections: Marketing due diligence helps validate or adjust the target company's revenue growth projections. Without this assessment, PE firms risk overestimating potential and underestimating the resources needed for growth.

• Roadmap for Value Creation: A consultant can provide a clear, actionable roadmap for post-acquisition marketing initiatives, outlining the investments, strategies, and timelines required to accelerate value creation and prepare for a successful exit. This includes:

  • Optimizing marketing spend and improving ROI.

  • Developing new marketing channels or strategies.

  • Strengthening brand equity and market positioning.

  • Improving customer engagement and retention.

  • Streamlining marketing operations and processes.

• Informed Decision-Making and Negotiation Leverage: A deep understanding of the target's marketing capabilities and potential allows your firm to:

  • Make more informed investment decisions.

  • Negotiate better deal terms based on identified risks or opportunities.

  • Allocate resources more effectively post-acquisition.

3. Gaining an Unbiased, Expert Perspective:

• External Expertise: Marketing consultants bring a wealth of specialized knowledge and experience across various industries and marketing disciplines that your internal team might not possess.

• Objective Viewpoint: Unlike internal teams who might have biases or be too close to daily operations, a consultant offers an impartial assessment, highlighting overlooked opportunities or hidden challenges.

• Efficiency and Speed: Consultants can quickly conduct thorough assessments, saving your internal team time and resources during a complex M&A process.

As experienced meeting facilitators, we specialize in transforming high-stakes discussions into dynamic, decision-driving sessions. I'll partner with your team to define clear objectives, foster inclusive participation, manage time efficiently, and ensure actionable outcomes. Let me help you unlock the full potential of your meetings, saving you time and propelling your business forward.