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Why Plan?
©Layline LLP updated 31th Jul 2024
"Revenue is vanity,
Profit is sanity,
& Cash is King."
- Alan Miltz
At Layline Advisory, we firmly believe in setting ambitious goals. Healthy companies not only maintain their status but aim to increase revenue and margins - Growth.
Targeting growth compels organizations to adapt to the ever-changing business environment. We believe that without growth, a decline sets in and it will only accelerate downwards.
Next to worldwide and industry trends, the future aspirations of the company’s owner are an important input for the business plan. Do the owners aim to go public or sell the company? Are they looking to hand over the company to a new generation, or are they looking to merge the company?
Each of these ownership scenarios introduces different priorities, let us try to cover them all.
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Succession
LEGACY PLANNING • LEADERSHIP DEVELOPMENT • KNOWLEDGE TRANSFER
Managing succession in a family business can be challenging. It involves multiple generations working together to pass on the business while balancing different ideas about the company's future and maintaining their family connection.
It's quite common for the younger generation to see risks and opportunities in the business model due to changing market dynamics, such as globalisation and digitalisation. The outgoing owners, however, usually prefer to stick to the original business model that proved successful when the company was first established and as it grew.
By leveraging Layline Advisory’s proven framework, the generations collaborate to establish a unified, all-encompassing plan supported by all stakeholders.
This process assures outgoing owners that their legacy will endure while empowering new owners to implement preferred innovations with full backing. This approach effectively mitigates any potential family conflicts.
Crucially, the previous owners realize their dream of transferring a thriving family business, and the new owners show their family that they can effectively manage a successful company.
Sale & Exit
VALUATION • TIMELINE • RISK MITIGATION
Business owners aspiring to sell the company aim to maximise the price. Often, the sale finances their retirement.
To maximise the sales price, the business owner must focus on:
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• Before selling the company, the owner must make it independent from themselves; a company relying on the owner is virtually worthless.
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• The company’s valuation is based on revenue and profits. -
• Owning intellectual property or a unique value proposition that is hard to copy, adds to the valuation. -
During the sales process, the buyer will perform due diligence. Risks and liabilities depress the price. Pre-emptively eliminating risks helps to accelerate the sale once it is there.
The Layline framework is expertly crafted to conquer any challenges on the path to your goals. Our resulting business plan prioritizes boosting your business's value. When it comes to execution, rest assured that the business owner has the unwavering support of their team to achieve success.
Consider forming strategic alliances with potential buyers to showcase the value of acquiring your company before publicly listing it for sale.
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Initial Public Offering
PUBLIC RELATIONS • FINANCIAL TRANSPARENCY • REGULATORY COMPLIANCE
Preparing a company for an IPO requires a completely different strategy. Investors require strong financials, revenue growth; profits, and cash flow, a competent and strong management team, and a clear and compelling strategy.
A successful IPO also requires a large addressable market, preferably combined with a high barrier to entry for competitors.
To prepare your company to go public, you must rigorously cut costs while growing the top line. Product development, marketing, and (international) expansions are critical to achieving the highest opening share price possible.
Layline Advisory’s framework helps organisations achieve their goals. We implement a cadence of accountability across the company to keep everyone on track while executing complex and demanding projects. Investors active in the stock markets value growing companies that consistently hit their targets.
Expansion
NEW MARKETS • NEW PRODUCTS • RISK ASSESSMENT
A business plan forces a deep dive into target markets, identifying opportunities for expansion. It outlines geographical areas, customer segments, and potential growth avenues.
By clearly defining expansion goals, a business plan helps allocate resources efficiently, ensures that financial, human and operational resources are directed towards maximising growth potential.
By identifying potential challenges and risks associated with expansion, businesses can develop mitigation strategies to protect their investments and expansion plans.
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Raising Funds
PITCH • FINANCIAL MODELING • PRIVATE EQUITY
Investors are driven to generate returns on their investments. They seek out companies with growing valuations, intending to exit profitably. On the other hand, entrepreneurs seek investors who not only align with their vision but also have the capacity to propel the company's growth.
A Layline business plan is meticulously structured to enable the owner and investor to swiftly evaluate potential collaboration. It is concise, targeted, and all-encompassing. The plan is designed to concentrate on enhancing the company's value through margin improvement, increased sales, and the establishment of barriers to entry for competitors.
From the business plan, owners understand which support from investors will accelerate the execution's progress.
Financing
RESOURCE MANAGEMENT • PROJECTIONS • APPROVALS
Some business owners prefer to take credit to finance their company’s growth.
In certain situations, obtaining a loan may be preferable to bringing in new investors. Potential lenders must grasp the risks associated with lending to the company. A well-developed business plan is the most effective method for business owners to provide reassurance to creditors.
Layline’s all-encompassing business plan, coupled with an execution plan, is highly convincing. It furnishes potential creditors with a deep understanding of all aspects of the business. The plan offers transparency regarding the utilization of the loan and its impact on the company's revenue and profit growth. Through financial projections, the lender can assess the company's capability to meet interest payments and repay the loan.
Merger & Acquisition
STRATEGIC FIT • VALUATION • INTEGRATION
A merger or acquisition is intended to speed up the growth of both companies. Frequently, their operations complement each other, creating growth opportunities and allowing them to reduce costs together. In certain instances, they may be direct competitors, and the combined company will have a stronger market position.
Achieving the envisioned benefits is no simple task. Merging two companies with different cultures into a single, well-functioning organization demands substantial effort and time. People retain strong ties to their original "tribe," which slows down integration.
The most effective way for the two factions to build trust and collaborate is by developing a business plan together.
Layline Advisory’s business planning framework is crafted to uncover all potential risks and opportunities. Our team of expert facilitators fosters a secure environment where every individual's contribution holds significance. We guarantee that mutual understanding and respect govern all interactions, consequently benefiting the organization as a whole.
A communication and execution plan, an integral part of our business planning approach, is crucial for engaging and empowering the entire organization.
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