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Helping a Marketing Firm Grow in
​Service Offerings & Sales Goals

A Marketing firm was in need of meeting aggressive sales and growth goals, as well as acquisition guidance

The client is a marketing firm with a focus on delivering measurable marketing strategies that align with the client’s unique business goals. They employ a combination of digital solutions across channels to be the most effective in achieving desired outcomes.

Business Challenges

  • Meeting aggressive sales growth goals, other than just organically.
    • Growing in service offerings requiring other knowledge and expertise
    • Finding and retaining talent in this competitive market
  • Ownership lacks experience in acquisition, valuation and due diligence processes

Finance/Accounting Solution:

  • Share expertise and experience in acquisition process resulting in a thorough and timely due diligence process, including deep reviews of financials, insurance and state registrations
    • Evaluate acquisition candidates and their ability to address the business challenges.
    • Perform valuation and financial modeling to ensure value of candidate and a fair purchase price
  • Participate in meetings with the candidate and their attorney during the due diligence process and agreement negotiations
  • Assist with financing of purchase, including a mix of securing debt and ability to use cash reserves
  • Review legal documents for accuracy and completeness of financial information, including drafting of the letter of intent and the purchase agreement
  • Assistance with post-acquisition accounting for smooth transition of new business and confidence in final working capital true up

What this meant to the company:​

  • Confidence that the acquired company had quality clients, solid reputation and clean regulatory position for a fair purchase price.
  • Successful acquisition helped the client gain international marketing expertise, new skill sets, and expanded client service offerings that should fuel their growth.

Lauber Business Partners

When your business is faced with significant challenges, be it growth or even some negative forces, Lauber Business Partners can help you overcome these challenges.  Lauber has built a suite of services including Accounting and Finance, Human Resources, Executive Search, Growth Planning, Coaching and Leadership Development, Recruitment Process Insourcing, and Recovery and Rebuild services that are built to help our clients achieve their goals.
​

If you are facing challenges and want an experienced partner to help you overcome them, please reach out to us via phone 414-273-8060 or by email info@lauber-partners.com for a confidential consultation.
Lauber Business Partners, Inc.
Finance and Accounting
Human Resources
Coaching
Executive Search
Nonprofit Management
Recruitment Process Insourcing (RPI)
Contact
924 East Wells Street, Suite 408
Milwaukee, WI 53202
414-273-8060
info@lauber-partners.com
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Website by ​RyTech, LLC
  • About
    • About Lauber
    • Pets of Lauber
    • Leadership
    • Client Testimonials
    • Industries We Serve
  • Services
    • Finance & Accounting
    • Human Resources
    • Executive Search
    • Nonprofit Management
    • Coaching
    • Recruitment Process Insourcing
  • How We Deliver
    • Fractional Leadership
    • Interim Leadership
    • Consulting
  • Thought Leadership
    • Blogs
    • Case Studies
    • Media Mentions
  • Join Lauber
  • Contact