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TRANSITION MANAGEMENT. Change is the only constant . www. ironwood advisory .com. Transition Management. Interim, Supplemental & Growth Management. Turnaround, Restructuring & Crisis Management. Debt or Equity Financing, Sales & Acquisitions Corporate Finance. Who We Are.

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www ironwood advisory com

TRANSITION MANAGEMENT

Change is the only constant.

www.ironwoodadvisory.com

transition management
Transition Management

Interim, Supplemental

& Growth Management

Turnaround, Restructuring

& Crisis Management

Debt or Equity Financing,

Sales & Acquisitions

Corporate Finance

who we are
Who We Are
  • Business Transition and Renewal Firm
    • Interim Reengineering of Business Processes
    • Turnaround, Crisis Management
    • Refinancing Debt/Equity; Ownership Transition
  • 25 Senior Business & Functional Experts
    • 500+ years of Business Experience
    • Individual & Team Approach
    • Best Practices
  • HQ in Los Angeles
    • Orange County, San Francisco, Chicago
    • Boston, New York, Tampa, Durango
how we re qualified
How We’re Qualified
  • EXPERIENCE
    • CEOs, COOs, CFOs in Multiple Companies
      • “Been There, Done That”
  • IN: Restructurings, turnarounds & successes
    • Growth Management: start-ups & start-overs,
      • Sales Increase & Market Expansion
  • FOR: Fortune 1000 Companies
    • Small Companies
      • Extensive Variety of Industries
options often narrow
Options Often Narrow…

Flat-Lining or Underperforming

Symptoms:

Customers Defect to Competitors

Cash Running Short

Flat Lining or

Underperforming

~ Many Options

Options

Early Crisis

Fewer Options

Late Crisis(Bankruptcy)

Liquidation

Concrete Actions & Results

Actions:

Controlled Transition

Early Intervention

Time

flat lining or underperforming
Flat Lining or Underperforming

Market Share Diminishing

Symptoms:

Complaints Increasing

A/R A/P Slowing

Financial Ratios Deteriorating

 Options 

Flat Lining or

Underperforming

~ Many Options

Reduce Cycle Time

Cut Variable Costs + Fixed Overhead

Modify Reporting and Accounting Systems

Actions:

Revamp Strategic and Operating Plans

Listen to Customers

Confront Situation

 Time 

the fate of the flat liner
Stuck in Neutral - Eventually Will Die

Growth has been “Neutralized”

No forward motion

Starving in the Doldrums

Management incapable of acting creatively

Imperative: Recognize Fact & Act

The company needs help!

(But the issues may be hidden)

The Fate of the Flat-Liner
what we do
TRANSITION MANAGEMENT:

Interim, Supplemental & Growth Management

Top Level C-type Executives

Assist Management in

Recognition,

Analysis, and

Action!

If Market Decay ~ Revive Markets

If Operations Decay ~ Restore Efficiency

If Financial Status ~ Restructure Debt/Equity

What We Do
what we do specifically
What We Do – Specifically
  • Confront Situation
  • Listen to Customers
  • Revamp Strategic & Operating Plans
  • Modify Reporting & Accounting Systems
  • Cut Variable and Fixed Overhead
  • Reduce Cycle Time
early crisis fewer options
Early Crisis – Fewer Options

Notable Revenue and Earnings Decline

Ratios Off & Bank Covenant Violations

Symptoms:

Quality Problems and Returns

Credit Line Maxed Out

Significant Liquidity Problems

Acute Production Problems

 Options 

Early Crisis

Fewer Options

Sell Company

Sell Fixed Assets

Restructure Debt

Actions:

Change Management

Create a Plan

Assert Control

 Time 

what we do1
What We Do
  • TRANSITION MANAGEMENT:
  • Turnarounds, Restructuring & Crisis Management for
    • Financially Impaired Companies
    • Market Disconnected Companies
    • Operationally Deficient Companies
  • Turnarounds by
    • Problem Solving, and
    • Breakthrough Implementation
what we do specifically1
What We Do - Specifically
  • Advise or Take Control
    • (Ironwood: Advisors or Executives)
  • Review Operations & Restructure
  • Refinance and/or Liquefy Assets
    • Long term or short term
    • Deal with Banks
  • Monitor Mgmt ~ Recommendations
  • Review Sale of Assets or Company
    • Conduct sale of Assets/Company
late crisis bankruptcy
Late Crisis (Bankruptcy)

No Cash/Loans in Default

All Financial Ratios Negative

Symptoms:

Customers Defecting to Competitors

No Raw Materials

Employees Rushing for Door

Lawyers Taking Over

 Options 

Late Crisis(Bankruptcy)

Chapter 11: Some Flexibility

Sell Company

Actions:

Reorganize without Court Protection

Rehab Business with New Financing

 Time 

what we do specifically2
What We Do - Specifically
  • Often Take Control (C-Level Position)
  • New or DIP Financing (if still possible)
  • Out-of-Court Restructuring
  • In-Court Restructuring
  • Renegotiations of Leases, Contracts
  • Creditors Committees
  • Chapter 11: Pre-Pack / Filing
liquidation wind down
Liquidation & Wind Down

 Options 

Liquidation

 Time 

what we do specifically3
What We Do - Specifically
  • Provide “Soft Landing”
  • Orderly Liquidation
  • Wind-Down of all Operations
    • Assets
    • Liabilities
    • Employees
    • Taxes & Filings
    • Disbursements & Much More
actions to conserve options
Actionsto Conserve Options

Flat-Lining or Underperforming

Symptoms:

Customers Defect to Competitors

Cash Running Short

Options

Early Crisis

Fewer Options

Late Crisis(Bankruptcy)

Flat Lining or

Underperforming

~ Many Options

Liquidation

Concrete Actions & Results

Actions:

Controlled Transition

Early Intervention

 Time 

transition management1
Transition Management

Interim, Supplemental

& Growth Management

Turnaround, Restructuring

& Crisis Management

Debt or Equity Financing,

Sales & Acquisitions

Corporate Finance

what we do2
What We Do
  • TRANSITION MANAGEMENT:
  • Debt & Equity Financing
    • Sales & Acquisitions
      • Corporate Finance
  • Small to Mid-Market
    • For Owners of Businesses
    • For Buyers of Businesses
for business owners
For Business Owners
  • Recapitalize the Business
    • Restructure or Add Debt
  • Develop Exit Strategies
    • Liquidate Part Ownership
    • Family Business Transitions (vs. Generational)
    • Novel & Non-Institutional Financing
    • Overseas Outsourcing Search & Management
  • Design and Execute Acquisition Programs
  • Sell the Business
for business buyers
For Business Buyers
  • Strategic & Company Searches
  • Platform or Add-on Acquisitions
  • Consolidations & Roll-ups
who we serve
Who We Serve

Business

Owners/Buyers

  • Principals
  • Management
  • Boards of Directors

Lenders

Law Firms

  • Asset Based Lenders
  • Factors
  • Banks
  • Corporate
  • Bankruptcy
  • Auditors
  • Tax Specialists
  • Private Equity
  • Venture Capital

CPA Firms

Investors

Referral Network

what industry experience
What Industry Experience

Manufacturing

Aerospace

Apparel

Computer Peripherals

Contract Manufacturing

Furniture

Metal Fabricating and Assembly

Concrete and Construction

Diamond Tooling

Electronics Manufacture

Plastics

Telecom

Food Processing

Custom Manufacturing

Real Estate

Development

Construction

Technology

Software

Internet Commerce

Telecom

Distribution

Automotive

Aviation

Hardware

Import-Export

Retail &

Consumer Products

Media

& Entertainment

Films

Internet

Audio-Video Repro

Finance

Institutional Investing

Mortgage Lending

Equity, Options & Futures Markets

Commodities Markets

Power Generation & Marketing

Electronic Trading

Insurance

Health Care

HMO

Medical Devices

Health Care Disposables

Contracting

Municipal Governments

Defense

what capabilities in sum
What Capabilities ~ In Sum
  • General Management
      • Strategic Planning
      • Model Building & Testing
  • Finance / Accounting
      • Restructuring Debt & Equity
      • Analysis & Restructuring of Financial Systems
  • Marketing & Sales
      • Research through to a Plan
      • Sales Management
  • Operations Management
      • Information Technology
      • Systems Analysis
  • Services to Business Sellers, Business Buyers
      • Acquisitions
      • Divestitures
transition management2
Transition Management

Interim, Supplementary

& Growth Management

Turnaround, Restructuring

& Crisis Management

Debt or Equity Financing,

Sales & Acquisitions

Corporate Finance

relationship starters
Relationship Starters
  • What’s keeping the CEO up at night?
    • That’s where we start, OR
  • Small, ‘shrink-wrapped’ Products
    • Periodic ‘Physical’ or Parts Thereof:
      • Due Diligence Package
      • Financial Review Package
      • Operational Review Package
      • Competitive Analysis Package I

(Benchmarking against competitors)

      • Competitive Analysis Package II

(Mystery Shopper)

      • Strategy Workshop Package
    • Implementation & Progress Reporting
    • Mergers & Acquisitions Potential
      • Due Diligence
how change happens
How Change Happens
  • The Means:
    • Business Transition & Renewal Specialists:
      • ‘Been there done that’! Track record
      • Broad range of experiences
    • Individual & Team Approach
  • To The End:
    • Roadmap to Meet the Objectives
    • Missing Pieces to Fill the Holes
    • Breakthroughs to Get Past Logjams
    • Implementation to Get Results
www ironwood advisory com1

MANAGEMENT FOR TRANSITIONS

www.ironwoodadvisory.com