4Value Advisors, LLC
Committed to Creating Shareholder Value
The 4Value Focus
The 4Value Focus
We provide C-level consulting services for small and middle market companies. We focus on:
We provide C-level consulting services for small and middle market companies. We focus on:
• Organic Growth and Margin Enhancement Strategy Development & Execution
• Organic Growth and Margin Enhancement Strategy Development & Execution
• Merger & Acquisition Planning and Execution (buy-side and sell-side)
• Merger & Acquisition Planning and Execution (buy-side and sell-side)
• Turnaround Plan Development & Implementation
• Turnaround Plan Development & Implementation
We are operational and process focused, hands-on executives who team up with Owner-Operators, Private Equity Firms, Lenders, Board of Directors, and Management Teams to accelerate Shareholder Value Creation.
We are operational and process focused, hands-on executives who team up with Owner-Operators, Private Equity Firms, Lenders, Board of Directors, and Management Teams to accelerate Shareholder Value Creation.
We have hands on experience in all aspects of managing small and middle market companies and support management teams to develop and implement profit maximizing strategies, plan and execute acquisitions, or execute turnarounds.
We have hands on experience in all aspects of managing small and middle market companies and support management teams to develop and implement profit maximizing strategies, plan and execute acquisitions, or execute turnarounds.
We are experts in sell-side consulting service for owners and board of directors in the early phase of evaluating strategic options like a merger, a joint venture or the sale of a company and support our clients throughout the transaction processes.
We are experts in sell-side consulting service for owners and board of directors in the early phase of evaluating strategic options like a merger, a joint venture or the sale of a company and support our clients throughout the transaction processes.
The 4Value Service
The 4Value Service
Different situations require different priorities. For example developing a strategy is different from creating a turnaround plan; considering an add-on acquisition is different from evaluating strategic options like JV or a sale. There is no use for a cookie-cutter approach. 4Value Advisors developed specific processes for each of these special situations and we work with our clients to further customize each step on the way.
Different situations require different priorities. For example developing a strategy is different from creating a turnaround plan; considering an add-on acquisition is different from evaluating strategic options like JV or a sale. There is no use for a cookie-cutter approach. 4Value Advisors developed specific processes for each of these special situations and we work with our clients to further customize each step on the way.
We also recognize that knowledge and experience about M&A, Strategy Development or Turnaround plans varies company by company so we tailor our service offering to your specific needs and offer
We also recognize that knowledge and experience about M&A, Strategy Development or Turnaround plans varies company by company so we tailor our service offering to your specific needs and offer
• 1 day one-site seminars to cover the basics of each respective process and discuss
• 1 day one-site seminars to cover the basics of each respective process and discuss
specific question important to your company
specific question important to your company
• On-side situation analysis or position assessments lasting a few days or several weeks, depending on the
• On-side situation analysis or position assessments lasting a few days or several weeks, depending on the
scope of the engagement
scope of the engagement
• Project based consulting engagements including position assessments, gap analysis
• Project based consulting engagements including position assessments, gap analysis
and execution plan development
and execution plan development
• Project based consulting partnerships which includes all aspects of the respective processes including developing and
• Project based consulting partnerships which includes all aspects of the respective processes including developing and
overseeing the implementation of execution plans
overseeing the implementation of execution plans
Quality of Business
Long Term Business Strategy
Annual Operating Plan
Strategic Initiatives
Implementation Tracking
Operational & Financial Turnaround
Operational & Financial Turnaround
Situation Analysis
Options Evaluation
Operational Action Plans
Cash Flow / Projecting Financials
Bank & Supplier Negotiations
Buy-Side M&A
Buy-Side M&A
Investment Thesis
Gap Analysis & Target Screen
Operational Due diligence
Stress Test Projections
Business & Integration Plan
Potential Option Evaluation
Assess M&A Environment
Determine Range of Enterprise Value = X * EBITDA
Market / Company Attractiveness
Company Readiness for Sale
Please look at Our Value Creation Process and Sell-Side M&A Consulting for some additional information
Please look at Our Value Creation Process and Sell-Side M&A Consulting for some additional information
The 4Value Approach
The 4Value Approach
We believe every Management Team consist of subject matter experts who know what needs to be done, but are sometime consumed by day-to-day tasks or “fire fighting”. It is difficult for an executive to find the time or to free up the right resources to focus on strategic planning and develop a detailed value creation plan or, if needed, an aggressive turnaround plan. With our hands on approach we provide the resources, proven processes and experience to support the team and accelerate shareholder value creation. We partner with management, identify and kick off initiatives, create actions plans, establish KPIs and implementation tracking processes. When this is done we get out of their way to let them do what they are good at, running the company
We believe every Management Team consist of subject matter experts who know what needs to be done, but are sometime consumed by day-to-day tasks or “fire fighting”. It is difficult for an executive to find the time or to free up the right resources to focus on strategic planning and develop a detailed value creation plan or, if needed, an aggressive turnaround plan. With our hands on approach we provide the resources, proven processes and experience to support the team and accelerate shareholder value creation. We partner with management, identify and kick off initiatives, create actions plans, establish KPIs and implementation tracking processes. When this is done we get out of their way to let them do what they are good at, running the company
We also believe owners and board of director are the experts and have the knowledge as well as the experience to provide strategic direction and oversight for management. But not all owners or BOD have experience in mergers & acquisition. We provide objective advise in the early stages of the option evaluation process which, in some cases, has to be kicked-off years before a transaction tasks place. We help to get the company ready for sale and act as independent advisor throughout the execution process.
We also believe owners and board of director are the experts and have the knowledge as well as the experience to provide strategic direction and oversight for management. But not all owners or BOD have experience in mergers & acquisition. We provide objective advise in the early stages of the option evaluation process which, in some cases, has to be kicked-off years before a transaction tasks place. We help to get the company ready for sale and act as independent advisor throughout the execution process.
