What you can expect from Starfish Partners

1

When relevant, we will offer complete transparency into all Starfish Partners family of companies and its financials.

2

Provide non-disclosure documents to ensure all proprietary information remains as such.

3

Discuss plans for future exits/monetization (public markets, strategics, private equity, ESOP, etc.) when appropriate

4

Outline step-by-step process for mutual exploration, including due diligence.

5

Implement methods for determining business valuation and impact on owner compensation when relevant and ensure complete transparency with terms and conditions of any transaction

6

Share templates for creating forward-looking normalized financials when modeling future impact from transaction

7

Conduct a risk analysis of all firms based on diversity of markets, clients, staff, etc.

8

Guide awareness of corporate governance, consent issues and advisory/ownership issues.

What Starfish Partners will ask of you

1

Provide comprehensive historical and financial forecasts for a proper assessment or valuation of your firm.

2

Create an organizational overview to include internal and external strengths, weaknesses, opportunities and threats.

3

Conduct an analysis of client base and revenue distribution.

4

Outline the team, tenure, and track record.

5

Share current infrastructural capabilities and an overview of operational systems and processes.

6

When relevant, provide an informal business plan for growth and scale.