Transitioning to Ownership
This shift requires a deep understanding of the industry, financial management, strategic planning and key partners to assist with ETA process, funding, legal & negotiation's and closing. The goal is to ensure the business continues to thrive under new ownership while achieving personal and financial goals.
Following the Acquisition, a dedicated 6-month transitional support team will facilitate a seamless transition for both the buy and seller. By Implementing this transition team, it will build a solid foundation and protecting the legacy with respect and care. This process creates a strategic bridge between its current state and its future. (See below for a few actions by Team Integrators)
Industries
Construction/Home services
Manufacturing/Fabrication
Landscape/Hardscape
Business Profile
Analyzing key aspects of a business profile, such as financial performance, market position, customer base, and management team, gives me a comprehensive understanding of the business's health and potential. A capable management team provides continuity, ensuring a smooth transition and ongoing success.
Owner willing to stay on post closing for 6-12months
Established companies, 10+years
600k+ in EBITDA
Management/Key employees willing to stay on
NYC/Westchester based
Step 1: Leadership, Team Building, and Training
Identify key leaders within the organization.
Build strong teams and promote collaboration.
Establish and reinforce company culture.
Organize comprehensive training for employees and leadership.
Step 2: Brand Expansion, Marketability, and Scalability
Expand the company brand and strengthen its presence.
Improve the marketability of products or services.
Ensure long-term sustainability.
Develop strategies for scalable growth.
Step 3: Performance, Profitability, and Accountability
Identify key performance indicators (KPIs) and objectives and key results (OKRs).
Analyze profitability and improve cash flow management.
Implement systems for accountability at all levels.
Step 4: Delegation, Technology, and Processes
Establish clear delegation of responsibilities and roles.
Integrate technology solutions to improve efficiency.
Refine company policies, procedures and processes.
Optimize accounting systems for accurate financial tracking.
Morli Desai is a seasoned business leader and entrepreneur with a diverse background spanning small business operations, corporate marketing, and finance. Her journey is deeply rooted in her entrepreneurial upbringing in the Atlanta area, where her immigrant parents instilled in her the values of hard work and business acumen through their various small business ventures.
Prior to her current role, Morli founded DevSai Capital, where she successfully acquired a direct-to-consumer e-commerce skincare company. Her corporate experience includes leadership positions at Medtronic PLC, where she served as Marketing Director and Director of Sales & Commercialization, leading teams through product launches and developing growth strategies for emerging markets. Morli's earlier career includes roles at BlackRock Kelso Capital Advisory LLC and Bear Stearns & Co., where she honed her skills in strategic planning, financial analysis, and investment management. She holds an MBA in General Management from The Wharton School at the University of Pennsylvania and a BBA in English Literature & Finance from Emory University.
Ed Aviles is a strategic business leader with a unique blend of small business entrepreneurship and corporate, Fortune 500 experience. With expertise in complex sales, technology consulting and solutioning, sourcing, procurement operations, and business analysis, Ed has led initiatives across various industries, from financial services and retail to healthcare and manufacturing. His deep understanding of global procurement processes, coupled with hands-on experience in driving operational excellence, makes him a trusted advisor in the field. Ed has also successfully built and operated small businesses, demonstrating his versatility in both corporate and entrepreneurial settings.
Anthony Ramirez II is not just an entrepreneur; he's a dynamic force reshaping the narrative of The Bronx. As the co-founder of Mainland Media, From The Bronx, and The Bronx Beer Hall, Anthony is on a mission to elevate The Bronx's image and showcase its vibrant culture and storied history to a global audience.
Collaborating with leading creatives in The Bronx, Anthony has pioneered original Bronx-themed merchandise, orchestrated community-focused events, and passionately promoted local businesses and socially responsible initiatives. His commitment to the borough's prosperity and identity has earned him recognition on influential platforms such as New York Live TV, NBC New York, News12 The Bronx, YES Network, 947 The Block, and Esquire España, solidifying his role as a Bronx ambassador.
Anthony's recent accolades include the prestigious New York State Empire Senate Award 2023 and the esteemed Comité Noviembre's "Lo Mejor de Nuestra Comunidad" 2023 Award. His relentless dedication and impact make Anthony Ramirez II a driving force in propelling The Bronx from local gem to a worldwide cultural powerhouse. FROM THE BRONX TO THE WORLD!!