WE MATCH OUR SERVICES TO YOUR UNIQUE NEEDS

SERVICES

Our Services are tailored to strengthen the weak or missing cogs in your business – getting all cylinders firing at the right time with the right force to get you ready for sale.

BUSINESS ASSESSMENT &
MOCK DUE DILIGENCE

Summerset will execute Due diligence on the Company including:

Providing an assessment on the current state of the business (from transaction perspective)

BUY SIDE DILLIGENCE

Summerset will either manage the process on your behalf or enhance your team with skilled executives. Summerset will provide:

ACQUISITION & INTEGRATION PLANNING SERVICES

Summerset will develop Integration Plan, Operating Model, and execute to the degree requested by Company.

QUARTERLY REVIEWS

Summerset Partners managed multiple businesses over the years. As part of it we developed a cadence of monthly and quarterly reviews which kept the management team up to date on the sate of the business, gave others the opportunity to interact and ensured everyone knew how things were progressing. We formalized this process

Summerset will provide templates and manage four quarterly meetings where we provide the following:

OPERATING PLANS & FORECASTING

We have found that many of the companies we assist do a good job with Accounting but don't really have a Finance organization. In a recent discussion Joe asked about plans for 2020 and got a rather strange look. Came to find out that the company never did operating plans and forecasts, never handed down budgets to managers, etc... 

“Disengaged employees cost U.S. companies up to $550 billion a year”

Joint study by The Conference Board, Sirota-Mercer, Deloitte, ROI, The Culture Works and Consulting LLP

CASH FLOW OPTIMIZATION
MOTIVATING, DEVELOPING
& TRAINING PEOPLE
EXPENSE MANAGEMENT
TOP LINE GROWTH
EXECUTIVE MANAGEMENT
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