Tailored Services
Delivering actionable strategies to organizations focused on professionalizing, identifying increased operational efficiencies, and/or development of tactical pre & post merger and acquisition planning.
Elevating Your Organization's Professionalism
The development of core business metrics and key performance indicators is essential for organizations who: (1) plan to market themselves in the future, (2) are planning for absentee ownership, (3) aspire to break free from early stage stagnation, and/or (4) are planning for formal board oversight.
Key Performance Indicators (KPIs) and core business metrics are essential for leadership teams to clearly demonstrate business performance through repeatable and concise data reporting.
Potential buyers are looking for trends and consistency that should be readily available for early stage discussions. Absentee owners require regular pulse checks on their business to quickly identify areas requiring attention or praise. Leaders require key insights to continually improve and successfully manage their corresponding function unit(s).
Cogn8 will work shoulder to shoulder with key stakeholders to understand the indicators and metrics important to this strategy. This process will shed light on data gaps, process refinements, reporting barriers, and systems requirements to achieve success while unlocking value in your organization.
Operational Efficiency
Poor workflow and process design leads to a degradation of employee satisfaction, customer satisfaction, and revenue generation within all organizations.
Often times working within the business creates barriers to identifying successful improvement to increase efficiency and revenue growth. With 25 years of experience heavily weighted in small and medium size business growth we are confident that our independent view will provide you with valuable takeaways to implement and achieve results.
Business Integration Planning
Many organizations fail to realize the operational burden associated with mergers and integrations both entering a transaction and once a transaction has been consummated. Often times key resources are asked to take on this burden while continuing to perform their day to day responsibilities without a clear roadmap of key deliverables and milestones.
During mid diligence stages Cogn8 will become a key partner in developing an actionable playbook that leadership teams can execute against post transaction. There are many facets of the business that must be considered to perform a successful merger or integration while ensuring ongoing employee and customer continuity.
With practical experience in founder to family office transactions, B2B integration including private equity sponsorship, and integration with large corporate acquirers, the Cogn8 team will confidentially help you prepare and achieve success resulting in the realization of transaction goals and targets.
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