Value Creation Webcast Series

When faced with an uncertain environment, one of the best steps you can take is proactive planning for both the short and long term. This series of webcasts is designed to help your company do just that. We’ll provide tools and guidance to help you navigate growth and profitability challenges industry brought on by COVID-19 and prepare for recovery.

Webcast Highlights & Links

Preparing Your Company for Acquisition

Any company seeking to exit must be extremely well prepared to pass the diligence process and protect against the buyer obtaining leverage to reduce the sales price or even abandon the deal.
Because most entrepreneurs and companies rarely experience a transaction process, the ground-level experience is fundamental in knowing how to build business value in the main areas important to increasing a company’s worth to potential buyers.
The exit / transaction process is complex and one, one that a typical business owner has rarely experienced, “Transaction Readiness Assessment” can help bridge the knowledge gap and lead to a more realistic assessment of a company’s deal-ready status.

Supply Chain Management

The pandemic has caused companies to shift their supply chain strategy away from a cost-driven, Asia-centric approach to one placing greater emphasis on flexibility and resilience, including alternate sources of supply and more domestic and/or near-shore sourcing
Savvy organizations are embracing the creative use of technology to simultaneously increase supply chain velocity AND flexibility
When reconfiguring a global supply chain, incorporating the impact of international taxes and tariffs is absolutely essential
It is still largely unclear what impact the new Biden administration will have on the cost and effectiveness of an organization’s existing supply chain strategy

Digital Transformation & Customer Experience

Rapid change is here to stay – Get your company to have muscle memory to test and implement change
Embrace shared document and collaboration tools to drive productivity. Eliminate documents as attachments.
New solutions are coming fast that will drive in-person experiences as well as digital with 3D.

Go-to-Market Product and Sales Strategies

Digital trends and complexity in sales and marketing have accelerated dramatically for both B to B and B to C businesses
Near universal imperative to reassess your product or service offering, strategy, messaging and tactics
Immediate goal is to rapidly understand your core competencies and align and commit internal resources around protecting and building them
Leverage experienced outside resources (like Newport) to accelerate the process, execution and bundling of best of breed 3rd party vendors

Cash Flow Strategies to Weather a Downturn

Manage profitability – Most companies have a narrow margin for error, a 10% decline in revenue could wipe out profits. Having a plan to identify early warning signals and levers you can use to adjust the business is critical to long term success.
Identify and maintain your strengths— What distinguishes your ability to serve customers. Develop a plan to protect and build on the strengths to add value for your customers without increasing your costs.
Manage liquidity as hard as profitability – Plan to turn over every balance sheet dollar faster to contribute to working capital allowing you to maximize cash flow. This helps you be ready for the future when you want to raise capital or sell the company.

Leadership in an Uncertain Environment

Adaptability and responsiveness must be a central theme in all strategic planning initiatives
Plans must explicitly seek to bridge the current and future states – even when it’s challenging
Enhanced team communications are required to sustain company culture during uncertain periods
Employee recruiting, development and retention all require substantial creativity to maintain forward progress

Moss Adams is a fully integrated professional services firm dedicated to assisting clients with growing, managing, and protecting prosperity. With more than 3,400 professionals across more than 25 locations in the West and beyond, we work with many of the world’s most innovative companies and leaders. Our strength in the middle market enables us to advise clients at all intervals of development—from start-up, to rapid growth and expansion, to transition. MossAdams.com

Newport is a national strategic advisory firm that helps founders, owners and CEOs of middle market companies grow and improve the value of their businesses, oen in support of a successful exit or family business succession. We do this by serving as peer advisors, fractional or interim C-Suite executives, and board directors. NewportLLC.com

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