Investing, owning and managing our own companies have put us in an excellent position to add value to your company. We always look forward to sharing our knowledge and expertise in the following areas:
Mergers & Acquisitions
Having experience on both the buyer and seller side of transactions, we bring a unique perspective and process which produces an extremely high…
The Entrepreneurial Operating System® is a proven and extremely effective business management system with simple concepts and practical tools that has helped thousands of leaders get what they want from their businesses…
Reach your goals and objectives by having a clearly articulated vision and plan for your team. Our strategic planning process will put your organization…
We guide leaders in all aspects of corporate governance by focusing on people, practices, and policies. Applying best practices for management…
Many small business leaders and entrepreneurs find a trusted advisor, who has the knowledge and confidence to offer outside perspective…
Mergers & Acquisitions
Having experience on both the buyer and seller side of transactions, we bring a unique perspective and process which produces an extremely high rate of successful conclusions. Our ability to explain and translate the transaction points to all parties involved and structure creative terms is an advantage to our partners. We are particularly effective in the emotional transactions involving partners and family succession.
Our underlining objective is to create a mutually beneficial transaction by guiding the parties through our defined process when buying, selling or combining businesses: identify all of the constituents and empathetically determine their needs, objectives and desires; creatively brainstorm potential structures and terms to best meet the needs of all involved in the transaction; discuss and evaluate the options ultimately selecting the appropriate one; develop implementation plans; and establish a review system to resolve any issues as we move through settlement.
We are also available to assist post-settlement to integrate new managers and avoid “near death” experiences. Unanticipated events happen, but having a trusted advisor assisting as you lead the transition can prove to be beneficial.
The financial foundation of any company is its Balance Sheet. Your ability to grow and effect change or survive an external threat is determined by how well you have balanced your company’s debt and equity. Whether you are starting a new company or forced to address a capital challenge in your existing company, we can help.
Enhance your financial position and provide financial flexibility for the future, by aligning your capital structure with your strategic plan. We will carefully review your unit economics, strategic plan, cash requirements, and equity stakeholders to ensure you are properly capitalized. If your company would be served with additional funding, either debt or equity, we will assemble the prospectus and proposal for presentation to third-party funding sources or entertain a direct lending relationship.
Reach your goals and objectives by having a clearly articulated vision and plan for your team. Our strategic planning process will put your organization in a position to take advantage of today’s sales and tomorrow’s opportunities by aligning your resources and strategies. Having an experienced, independent and objective strategic planning consultant to question, probe and challenge subjective thinking, while fostering collaboration, produces a great result.
Our process follows a framework to analyze and assess the factors that create an effective strategic plan: industry profile; SWOT analysis; key industry success factors; distinctive competence; strategy formulation; strategy implementation; and evaluation and control.
We believe a small business exists for the benefit of its owner(s) and is the vehicle for achieving their dreams and vision. Challenge your company to attain its full potential when entrepreneurial passion, personal drivers, and marketplace opportunity are in alignment. If your goals are important to you, we can help present them to your team with the clarity that assures success.
We guide leaders in all aspects of corporate governance by focusing on people, practices, and policies. Applying best practices for management oversight and establishing behavioral dynamics of a corporate board or advisory group enhances the reputation of your organization and makes it more attractive to customers, investors, and suppliers.
It is never too early to establish a good corporate governance program that balances the various relationships between your company and its constituencies. Our goal is to provide the insights and controls you need to better manage your organization and achieve your vision and goals. We can also help interview and secure board members or advisors and, in limited situations, make our own team members available.
Many small business leaders and entrepreneurs find a trusted advisor, who has the knowledge and confidence to offer outside perspective and advice, a powerful influence in keeping their company moving toward its goals. As an ally, friend and motivator, we can help you identify strengths and weaknesses, expose talents, reignite passion, and discover new opportunities.
Our team members have served on public and private boards, held C level positions in companies of all sizes, and counseled dozens of business leaders. Our process begins with a mutual interview to assure personal compatibility and appropriate skills matching.
Establishing and maintaining good financial health is the backbone found in every successful business. We come along side our partners and turn financial data into actionable information by providing clarity and transparency. We look for innovative ways to optimize processes, ensure resources are effectively deployed, and plan for evolving marketplaces.
Our team is always looking for ways to enhance the enterprise value of our partners. We work with leadership teams as they implement their operational plans and report to the owners/board to ensure all constituents understand current performance and potential risks.
As an extension of their finance & accounting teams, we assist with projections and financial analysis; optimizing and implementing best practices; performing financial benchmarking studies; financial workout & controls; company valuation; tax and cash management strategy; and budgeting & forecasting. We help fuel that growth by ensuring the right systems are in place and our partners have the capital needed to scale.
An independent business weighing their expansion options often consider franchising; however, many don’t understand on the way in that franchising is a business unto itself with its own operational, financing, and marketing demands. Our experience as a franchisee, franchisor, investor, and franchise consultant gives us a unique perspective as we partner with emerging franchisors – those with 10+ units and a proven business model – in taking the franchise system to the next level in becoming an iconic brand and industry leader.
We partner with franchisors who have strong operations with documented processes that produce acceptable unit level returns, trusting franchisee-franchisor relationships and positive franchisee validation, in two different ways.
The first way is by implementing a franchise recruiting system that delivers results (aka excellent franchise owners who excel at implementing the franchise system). Our wholly owned subsidiary, Franchise Performance Group, led by Joe Mathews, is a leader in franchise development and franchising thought leadership. Since 2002, they have guided thousands of franchise candidates as they make their franchise investment decisions and Joe has written several books including Street Smart Franchising, The Franchise Sales Tipping Point, Developing Peak Performing Franchisees, and How to Create a Franchise Sales Breakthrough. Guaranteed.
The second way is by acquiring an equity stake in the franchisor and providing the financial, franchise development, and professional management resources needed to fuel its growth.
From Our Client’s Perspective
Hartzell had strayed from the core strengths which once made us a thriving family business. With your consultation and program we stripped down the business model and built a strong foundation. The Cybeck 10-Step Strategic Planning Process helped us clarify our vision for the future and the strategic alignment transformed our business and executive team. Using the strategic plan enabled us to make many critical decisions about the business, all centered around narrowing our focus to our core strengths, as well as maximizing our success. In doing so, we eliminated initiatives in areas where we saw little to no future growth allowing us to focus on the most impactful business ventures that will spur continued success. Each session allowed the team to come together and develop a clear plan on how to execute our company objectives. I want to sincerely thank you and Ashley for the personal time and commitment you gave to Hartzell. We truly appreciated all the extra effort you took to research and coach our team. Harry, you made a lasting impression on our team that will continue to be a guiding light for the rest of our careers. I highly recommend your services.
Sean Steimle, Former President, Hartzell Air Movement
Harry Loyle has a rare combination of experience, ethics, integrity, intellect and a sincere desire to help. The time we spent with Harry has been appreciated, valued and thought provoking. Our organization became so focused on achieving a specific goal that we lost sight of the different paths available for reaching it. We worked with Harry to gain a more clear understanding of where we were relative to achieving our goals, as well as what the future might look like, and how we might get there. Harry helped us to honestly and objectively determine the strengths and weaknesses of our organization and worked with us to make the company stronger. Harry has made a positive difference in our organization and our lives.
Jacob D’Aniello, Founder, Doody Calls Franchising
Throughout my 25+ years in franchising, I have had the deepest pleasure of knowing and working with Harry as both a friend and a mentor. His experience, sincerity, professionalism are superior, and are characteristics reserved only for the best in the business. His extensive and diverse business knowledge is showcased in his ability to grow brands; lead teams through acquisition; help businesses raise capital; and prepare for a stronger, more prosperous growth strategy. Harry’s commitment to always producing above and beyond results has always amazed me and has helped me position my ethics, strategies and philosophies throughout my career.
Harry Loyle and his company were very instrumental in helping us make a successful transition of ownership and business succession. His company did this by creating a win/win for all parties involved, which included myself, the exiting owner and a new business partner, as well as looking at what would be best for LifePlan. Harry went even beyond the transition processes. He helped me as the incoming CEO to communicate and create a vision for LifePlan, which we are successfully implementing today. This vision and theme has sustained us through the most extraordinary times we have faced in our industry. Without that successful transition, we would not be in the great position that we are today.
Dan Hypes, Chief Executive Officer, LifePlan Financial Group
Select Client History
Over the years, we are proud to have made a lasting impact on people who own,
manage and operate the following companies.
American Cutting Edge
American Federal Savings Bank
Bassett’s Original Turkey
Buffalo Wings and Rings
Closet & Storage Concepts
Deegan Real Estate
Family Financial Centers
Hartzell Air Movement
Hittle Counseling & Consulting
i9 Sports Franchise
Independent Photo Imagers
Jump & Jacks
K-9 Resorts Franchise
LifePlan Financial Group
Martinizing Dry Cleaning
Millville Tool & Die
One Call Now
Portrait Avenue Franchising
PortraitEFX Franchise Co.
Rita’s Italian Ice Franchise
Ritter’s Frozen Custard
Soccer Shots Franchising