Merger and Acquisition Assessment of facility HVAC services and energy services companies. 



Analysis of prospective acquisition for consistently, capability and validating of their services lines.

►Organization Our team can support the benchmark analysis of organizational competencies

►Methodology & CRM Process Review of sales process and CRM processes to determine growth opportunities as well as maturity.

►Talent When apporariate can support sales talent for to determine capability, desire and capacity to be successful.

►Offers, Channel and Growth Review of strategic and tactical processes for offer and channel development as well as tactical initiatives for growth.

►Pricing & Financial KPI’s Analyze and provide insights into the estimating processes as well as key KPI metrics around the sales process and delivered margins.

►Account Management Review CRM or Skunkworks account management processes. Gauge actual owner direct sales competencies.

►Vertical Market Approach Alignment review of key vertical market services, products and solution offers for appropriateness.

►Sales Process Analysis of existing sales process effectiveness

►Tactical and Strategic Selling Review of Sales organization for approach for strategic selling and opportunity management. Determine methodologies for in person tactical selling.

►Account Management Determine effectiveness and existence of account management processes.

►Selling Tools Determine sales tools being utilized and identify significant gaps.

►Sales Coaching When appropriate can provide sales and sales management coaching activities.

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