Performance Monitoring

 

Performance Monitoring

 
Typically our family-owned and other privately-owned clients' business interests represent 50 to 90 percent of their personal net worth. Therefore, growing and preserving business value is a critical aspect of their personal wealth planning. Our public company, buyout fund and private equity fund clients are entrusted with capital from their investors. Therefore, managing the value of their medium-sized business holdings is integral to their mission.

Value growth barriers, such as faulty business strategy or slipshod implementation, underperforming assets, unanticipated competitor actions, weak succession plans or tribal warfare, poorly conceived or implemented acquisitions, mistargeted management compensation incentives, improper company capitalization, unexpected or unmanaged risks, and misunderstood values can all dwindle hard-earned business wealth. These and other value erosion factors must be identified and eliminated to build and sustain the value of medium-sized businesses.
 

 

The tools and
techniques for measuring,
building and protecting business value.

Since 1982, we have perfected a proprietary set of business Performance Monitoring tools. These were originally designed for corporate finance purposes to assess a company's credit quality, equity value or growth capacity. We now have advanced versions available to guide your business value growth planning.

Our Modified Earnings After Tax (MEAT)™ and Value Growth Contribution (VGC)™ financial analysis tools measure management's effectiveness in building ongoing value for shareholders. Our Value Driver Analysis (VDA)™ is a non-financial measurement, which quickly helps to gauge your company's competitiveness relative to industry best practices in the four critical value driver areas of marketing, people, process and information. These assessments let you quickly gauge your company's performance strengths and developmental needs. Our other proprietary business evaluation tools and surveys can help accelerate business value creation, and to monitor competitor M&A activity and capital market transactions to forewarn of changes in competitive behavior.

Performance Monitoring also helps to analyze weighted average cost of capital, assess a company's credit quality and capacity, and provide insight into how shareholders and third-parties should assess the potential valuation range for a business.

Most importantly, our proprietary Performance Monitoring tools help to quickly isolate what strategic or tactical steps can be taken to most efficiently build and preserve business value.
 


"Growth Advisory and Investment Banking Services
for Medium-Sized Businesses."


Home | About Us | Client Services | Growth & Finance Reports | Client References
Professional Team | Contact Source Companies

© 2006 Source Companies, LLC. All rights reserved.

 

Growth Strategy Company Capitalization Performance Monitoring Business Governance