Holistic Methodology


Our end-to-end approach drives PoM’s holistic methodology. We obtain a thorough understanding of your business enabling us to narrow our focus on those elements that add the greatest impact on improving the strategic direction and operation. We analyze the alternatives available for an ultimate exit from your business and build an optimized Exit Strategy. We identify re-alignment and restructuring opportunities using our experiences and insights. 

Structure of Meetings 

We conduct a confidential three-phase review. After identifying areas that will add the most value, we drill down on these areas to create a list of actionable insights. 

Phase I – Exploration: We respectfully challenge you, the business owner, by asking why you do (or do not do) things in your business and why that path was chosen. This phase is a discussion only, there is no need to spend weeks gather documentation to support your answers. 

Phase II – Confirmation: We provide feedback ... how we heard you describe your business and your industry. In collaboration with you, we map where the business is and overlay that with where you want to take your business. We produce a gap-analysis to form the basis of our recommendations.

Phase III– Recommendations: We create your business strategy (3-5 year plan). We suggest ways to advance the areas identified in your business that will add the most value to your business and help achieve your new goals. In collaboration with you we ensure your business plan is aligned with your strategy and that the goals are realistic and achievable. We help you validate your budget to support your business plan. We review a list of added value opportunities and discuss next steps towards establishing a process of continuous improvement while always focusing upon your exit strategy.

Next Steps: We support our deliverables; we never leave you unsupported with a list of action items. We have practical and proven experience and a well-established network to help with what you require, including:

• Implementation and execution of action items to the degree that suits your needs .... from project advisor, project manager to ‘rolling-up our sleeves to help with the heavy lifting’.
  
• Growth by acquisition; we can help in all phases from identify targets, conduct due diligence and integration. 
  
• Competitive analyst to help you create a real differentiator for your business. 
  
• Source equity or debt financing. 
  
• Recommend talented executives through our network of subject matter experts.