Stories

EXECUTABLE PLAN
TAX OPTIMIZATION
RISK BALANCED
SUSTAINABLE GROWTH
PRODUCT OPTIMIZATION
EXECUTABLE PLAN

Executed an asset sale of a niche software company. Included a post-sale consulting owner contract for further product development giving product continuity and continuing innovation. The owner recognized his strength was in product development. To realize the business value to cash and continue to participate in its upside he brought in investors to add strength in marketing, sales and management to take the business value to the next level.

KBA & Associates, INC.
TAX OPTIMIZATION

Niche IT/IOT company used product research and development credits against tax obligations increasing valuable cash flow. We distilled the process and activities to capture the data within operations and integrated into the financial and accounting system eliminating costly year end professional fees.

KBA & Associates, INC.
RISK BALANCED

Company had out grown one of the initial 3 founders. Negotiated buy out of one founder with bank collaboration providing a clear path for growth.

KBA & Associates, INC.
SUSTAINABLE GROWTH

Startup IT company developed strategic alliances with professional services firms to provide sales, marketing, customer and training to focus on product development and further innovations. Delaying the need for outside capital and bank borrowing.

KBA & Associates, INC.
PRODUCT OPTIMIZATION

Repositioned consumer product to a new market tripling sales with price increase.

KBA & Associates, INC.