Successful transactions require a comprehensive effort from your advisor. There is no "cookie-cutter" process, no standardized plan. Benefit from active engagement from the first "hello".
M&A Planning
If you are not ready to sell today, but want to properly position your company for a future process, pre-M&A planning can enhance enterprise value and speed the close of a transaction.
Why the Square Management System Matters Pre-M&A
- Exposes Alignment Gaps Before Due Diligence
SMS identifies disconnects between leadership, operations, and execution before diligence uncovers them. This reduces surprises and improves deal confidence. - Standardizes Operational Visibility
"Visibility = Control = Growth." SMS ensures clean KPIs, mapped processes, and clear accountability—boosting buyer confidence in operational maturity. - Quantifies Culture Fit Using Process, Not Platitudes
Instead of vague culture assessments, SMS evaluates culture through measurable processes and decision rights. This gives both parties a real read on post-close compatibility. - Replaces Hero-Driven Execution with Systemized Success
Buyers want to know: will this business still run if the founder leaves? SMS helps institutionalize know-how so value doesn’t walk out the door. - Accelerates 100-Day Integration Readiness
SMS provides a built-in framework for post-close execution: cross-functional workflows, operating rhythms, reporting cadence, and leadership alignment.
Summary Table: With vs. Without SMS
Without SMS
- Siloed org, unclear accountability
- Hero dependency
- Ambiguous culture fit
- Reactive integration planning
With SMS
- Cross-functional alignment
- Repeatable, systematized processes
- Culture scored via operational behaviors
- 100-day plan rooted in tested framework
Ideal For:
- Founder-led businesses prepping for exit
- PE-backed companies planning a platform add-on
- Strategic acquirers seeking integration-ready targets
Next Step: Deploy the 40-point SMS Assessment to audit alignment, systems, and visibility before diligence begins.
Transaction Advisory
Town Square Advisors supports buy-side mandates through:
- Target Identification & Screening
- Strategic Fit Assessment
- Valuation Modeling
- Due Diligence Management
- Deal Structuring & Negotiation Support
- Market & Competitive Intelligence
- Synergy Analysis & Integration Planning
- Relationship Management
- Board & Investment Committee Readiness
Town Square Advisors consults on transfers of privately-held companies located within the United States below $50mm in enterprise value.
