Services at Every Stage

Understanding value drivers enables smart growth versus risky growth. The manufacturing sector has significant exposure to economic and market forces, labor challenges, and supply chain issues that can cause burnout, health issues, and financial instability. Owners are often too busy to properly de-risk the business. As a Certified Value Builder, we help owners shift their focus to the “Owner’s Metric” and embrace the 8 value drivers that enable resilience and smart growth. The result is a more robust, enjoyable, and valuable business.

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Owners often need assistance beyond strategy. We provide project assistance as needed with fixed engagements from 3-18 months to address challenges with investment decisions, site selection, feasibility studies, process improvement, automation, succession planning and other leadership hurdles. Hands-on assistance is provided by a licensed manufacturing engineer with expertise in plant management and technical operations. Manufacturing owners can benefit from flexible engagements over a fixed period rather than hiring a six-figure COO or General Manager.

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Manufacturing and machine shop owners deal with inventory, capex, cash flow timing, payroll, facilities and supply chain issues. Since most owners do not have or need a full time CFO or accountant, they often overlook aspects of bookkeeping, accounting support and financial management that hold the business back. Clean records and books enable owners to run the business better, as well as build a more valuable business trusted by customers, suppliers, partners and M&A suitors. We have the resources to provide high ROI financial assessments, short term engagements, or ongoing assistance as a fractional advisor or a fractional CFO.

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Manufacturing and industrial businesses are typically better off outsourcing all or portions of their IT management. Customers are becoming increasingly sophisticated, requiring IT certification or compliance with NIST or ISO. Our partner is a Managed Service Provider (MSP) with expertise in the manufacturing and industrial sectors. They provide compliance support and remote management of multiple shops and plants. Owners benefit from smoother budgeting, better response times, lower downtime, compliance for demanding customers, and reduced exposure to ever-increasing online threats and digital security risks.

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Advanced technology goes beyond machines. The many facets of a manufacturing operation means there are many opportunities for process improvement in quoting, design, job tracking, manufacturing and CRM integration. High ROI solutions exist for task automation, business insights, supplier management, demand forecasting, scheduling, quality control and predictive maintenance. Owners can benefit from advanced manufacturing and AI without needing to become an expert. With our guidance, owners no longer have to worry about missing the mark on technology solutions.

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If your operations produce industrial waste oil, you may benefit from a recycling program that can save 50% relative to new industrial oil purchases. Amazingly, recycled oil has better properties than newly purchased oil due to shipping and storage degradation over a lengthy supply chain. Our partner is a manufacturer of oil recycling systems that can be purchased and installed on site to save money and machines. They also provide recycling services in certain areas.

Recycling applies to hydraulic, cutting, honing, grinding, milling, calibration, quenching, transformer, compressor and heat transfer oils; stamping, forming, or glass grinding fluids; wash water and paint booth water; and rust inhibitors.

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Most manufacturing business owners have never sold a business, yet their acquirers are often experienced in mergers and acquisitions. This can lead to frustrations, mistrust, failed negotiations or worse - forced sales. The acquirer’s unfair advantage is especially prevalent for manufacturing businesses with $500K in EBITDA and higher. By tapping into our exit readiness services years before an exit, owners can optimize the value of their largest asset, their business.

The exit may seem far away, but that "far-away" thinking prevents preparation. Furthermore, that preparation does not just apply to exits. When an owner has an endgame, they will run the business differently to create a high value enduring asset.

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We facilitate industrial and commercial real estate transactions for manufacturing, machining, warehousing, logistics and construction businesses. We have helped owners with expansion, contraction, leasing, co-working transitions and even cell tower leases.

In addition to serving owners, we provide services for manufacturing, machining, industrial, technical, and professional associations. We can assist with strategic direction, board governance, membership growth, outreach, and other projects. We can also partner with you to provide education and networking opportunities for your members through webinars, masterminds, and speaking engagements. We strive to be a trusted partner to technical trade and professional associations.

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