Other Professional Services

Diagnostic Business Review

This service involves preparation for and a 2 to 3 hour meeting with the management team of a business for the purpose of helping them identify opportunities to increase business value. Both Jim Schmitt and Steve Hammes will attend these meetings to maximize the client's access to their collective experience and judgment.

To prepare for these meetings we will request the following from clients in advance:

• Most recent 2 years financial statements and current interim financial statements,
• The mission statement and most recent strategy or planning documents for the business,
• Current business management organization chart. 

Value Drivers Review

The objective of this service is to identify specific strategies that are most likely to have a significant impact on the value of a business.

It includes:

1. Identifying the Value Gap between what the business is worth today and the future business value desired,
2. An extensive interview with management using our Value Driver Questionnaire to identify specific value driving opportunities,
3. A Value Drivers Report documenting our recommendations.

The ultimate business value measurement is Future Return on Invested Capital.  We organize our discussions and recommendations around the components of this measurement.

Stock Repurchase/Buy-Sell Agreement Development Service

The objectives of this service is to assist business owners with updating buy-sell/stock repurchase agreements to reflect current realities by:

1. reviewing and incorporating owners objectives and the business, financial and tax considerations in planning for potential voluntary or involuntary business interest ownership transfers, and
2. efficient document preparation using on-line state law specific legal agreements that can be presented to legal counsel for review.

Business Valuation Services

Steve Hammes performs calculations of value and business appraisals

Equity-based Management Incentive Compensation Design

For business owners and CEO who want to incent and reward key managers who focus on enhancing business value

Financial Management Services

• Financing Analysis and Sourcing-
  • This service consists of assisting clients with evaluating alternate methods of business financing including assistance with preparation of financial presentations for financial institutions and creditors.

• Profit Enhancement and Pricing Analysis-
  • This service consists of reviewing client financial statements and records to offer advice on methods of improving profitability. It will include a discussion of the value drivers for the business and how they might be more effective.

Mergers & Acquisitions Planning

This service may consist of sell-side assistance in connection with business exit planning. Buy side assistance in helping clients with business acquisition transactions consist of the following:

• Sourcing acquisition candidates
• Assistance in negotiating and structuring acquisition transactions
• Due diligence services

Both Managing Directors have extensive strategic and financial experience and competencies in buying and selling businesses.

Professional Staff

Integrus has professional staff support with financial, accounting and administration skills available to assist with consulting projects when needed. These professionals have the competencies and skills consistent with our core values.