Together we develop the right strategy for your company.
Business Advisory
Steer your company in the right direction. With the right business strategy, you will not only meet the expectations from your existing investors but also greatly improve your chances of making the next round of funding successful.
BUSINESS ADVISORY
How can we help you?
At PoE Advisory we are industry leading experts. Our team consist of senior experts each with proven track records and senior credentials (C-suite, Director, Partners) from global consultancy firms, accounting and law firms. The team also consist of entrepreneurs who have successfully built, EXIT’ed (and failed) ventures in numerous industries and sectors.
Creating a solid business strategy with clear goal-setting and road mapping is the first step towards your company’s success. It is an ongoing process that requires constant attention and planning for several scenarios and outcomes.
We help you develop, grow, accelerate and exit.
Ask yourself:
- Have you identified your vision?
- Have you ever performed a business strategy before, and have you ever implemented one?
- Do you have a roadmap to get there including preparation for each capital event along the way?
- Is your company investor ready?
- Do you have the right organization around you to achieve your goals and help you implement the strategy defined?
- Should you hire a CFO or a CTO?
- How do you scale, ensure you are hiring the right people and ensure a quality company culture?
- Do you have a KPI system in place stimulating my long-term goals?
- Have you identified your sales target and do you have an adequate sales organization
- Do you have international expansion plans?
- How and what do you scale first? Your technology/RD division or your sales/marketing department?
What we offer
We have many of years of experience in designing, implementing and monitoring a business strategy, including:
- Sales strategy
- Branding & marketing strategy
- Lead generation
- International expansion strategy
- Financial planning and reporting services and strategy
- Market intelligence
- Cash flow projections
- Cost structure analysis
- Organisational development strategy
- Key role and functions identification and hire
- Business transformation and improvement
- M&A
Exit Strategy
An EXIT strategy is simply your guiding light – without it you will be straying in the dark! All your other strategies including sales, expansions, product & organisational development will tie into exactly that – your EXIT strategy to maximise the outcome and the EXIT of your company.
That’s why your EXIT strategy needs careful consideration, design, execution and ongoing monitoring.
EXIT STRATEGY
How can we help you?
As your business grows, you will likely be approached by potential acquirers. It’s a good idea to regularly review your own ambitions for the company, and – critically – make sure your team is on-board with you at every step.
You could look to EXIT by a competitor acquiring you (M&A), or if you want to continue your growth journey then an alternative is to become a public company to access an even bigger pool of funding (IPO).
Planning a business exit strategy means taking a long-term view of your business. A long-term view with an exit strategy in mind helps you make the right strategic decisions throughout your business journey, so when the time comes, you can sell your business for maximum profits.
Choosing the best EXIT strategy for your business is a very important and individual decision and one that shouldn’t be taken lightly. The type of EXIT will depend on your personal goals, financial needs, industry conditions and the current state of your business.
Our team of experts have dealt with EXITs in numerous industries and planned for all EXIT scenarios including M&A transactions (sale to market), employee or management buyouts, Succession, IPO, retirement and liquidation. We will help you create an EXIT strategy and roadmap to ensure you maximise the full potential when EXIT’ing and align your strategies towards the EXIT goal in the process.
Ask yourself:
- What is your vision and dream?
- What are your personal and financial goals
- Have you defined your EXIT vision?
- What is your company worth today?
- Is your company in demand in the market?
- Have you defined a roadmap towards your EXIT goal?
- What are the pitfalls of an IPO and how do we avoid them?
- Have you considered how your exit plan impacts your valuation?
- How does your overall fundraising strategy tie into your EXIT strategy?
We help you:
- Define your vision
- Define your EXIT strategy
- Build a road map towards your EXIT and help your implement, monitor and adjust accordingly
- Identify potential M&A targets
- Define a tailor made “target strategy”
- With Negotiation support
- Create IPO roadmap and strategy
- With M&A and deal structuring support
Investment Strategy
Successful funding requires a long-term funding & investment strategy. Don’t just think about the here and now – consider your company’s future. What type of investor do you need to increase your chance of success – what can they bring to the table? And, where might funding come from in the next 2 to 8 years, and how does that align with your growth objectives? The right investor will typically stay with you through 3 or 4 funding rounds, investing more at every stage.
INVESTMENT STRATEGY
How can we help you?
The PoE Advisory team consist of experts with experience in the banking and corporate finance industry. Having vast experience from senior positions with international banks, private equity houses, venture capital funds and global consultancy and law firms we can help you overcome complex challenges and increase your chances of finding the funding needed for growth.
Based on our unique team composition and experience we are capable of identifying the missing pieces in your pitch deck to ensure that it includes all the key indicators.
We work with start-ups and scaleups to design a tailored investment strategy and an attractive investment proposition. Creating a solid fundraising strategy and framework is important when preparing for the next capital event.
We will clearly define the fundraising strategy and approach taking into consideration the cash needed Vs. valuation ratio i.e fundraise adequately in a pace supporting the overall strategy of the company (you want to protect your equity stakehold in the company until it is time not to).
Ask yourself:
- Do you have a clear fundraising strategy…
- …and is it aligned with your EXIT strategy?
- What type of capital is best suited for your company?
- What type of investors are you looking for?
- Have you carefully managed your cap table?
What we offer
- Short- and long-term fundraising strategy
- Investor presentation preparation (pitch deck)
- Valuation assessment
- Investor readiness
- Investor introductions
- Deal structuring
- Investor relations management
- M&A
- Cap table management strategy