Market Leader Advisory

You can't see the forest if the trees are on fire. It's time to step back from the haze and get a fresh perspective.

A history of working with entrepreneurial ventures through the boom of public offerings in the 80s and 90s has shaped the growth services of Moquist Thorvilson Kaufmann Kennedy & Pieper LLC. Our goal – to create high performance companies – has resulted in sophisticated proprietary forecasting and business modeling rarely seen by the top investment banks and venture capitalists who've financed our clients.

Connections to financing sources and respected, active buyers give our clients multiple options to expand or transition their businesses. We like working with entrepreneurs and we have the street credibility to help you move forward.

Consider the following growth services as an effective way to drive performance and re-focus your priorities.

Business Performance Reviews (BPR)
This high-level assessment of business, financial and operating risks is a great foundation for developing a turnkey strategic action plan. You will identify processes specific to your business that will improve performance, profitability and cash flow.

Strategic Planning
MTK' 4-Step Strategic Planning Process has been developed over the last two decades to assist our clients in becoming or maintaining a high performance company. Through a Situation Analysis of the company's current position in the market, Strategic Overview of the current business model and value propositions, development of Strategic Objectives necessary to achieve the vision, and continuing support through Implementation and Monitoring of the Action Plan, we create the building blocks for sustained efficiency and profitability.

Merger & Acquisition Consulting
In tough economic times or periods of growth, the decision to merge, sell or acquire businesses requires a careful strategy that considers your value proposition, access to financing, and the impact on people and profits, to name a few. MTK has experienced several economic cycles and helped sustain and transition clients in good times and bad.

Our experience within closely held businesses as well as managing our own firm always has the end in mind: stability for people and the company going forward and an exit strategy that meets the needs and goals of owners. We can assist with tax planning, access to financing, improved recordkeeping and compliance, and operational efficiencies that boost the value of your business. Our goal is to build high-performing companies that provide stability for people and peace of mind for owners regardless of the economy.

Through our affiliate, Brown Financial Group, we are also able to broker the sale of your business if and when you decide to sell.

Conversations for Action
Improve organizational performance with this model by identifying issues related to requests and agreements, including elimination of broken promises and a widespread understanding and acceptance of performance standards by each individual. Make each person in your firm a high performer and increase job satisfaction and retention at the same time.

Key Performance Indicators
The saying goes, "you can't manage what you can't measure." Work with our team to develop both financial and non-financial measurements that are imperative to your business for critical decision-making. We will benchmark your business with industry data, ratios and other measurements to track progress and develop best practices unique to your needs.

Forecasting and Budgeting
Adopting MTK' proprietary forecasting financial models, you will have the advantage of an integrated balance sheet, income statement and cash flow that align with your overall business plan. Maintain your budgets based on these forecasts and easily modify them as you track through each fiscal period.

In addition to growth services, you may also retain the services of our technology consultants who can recommend integration of these business models into your current accounting and operational systems. Visit our Business Technology page for more information.

Contact John Thorvilson, Allen Kaufmann or Mark Leitner for more information on these services.