Highland’s holistic approach is centered around asking a lot of questions – the right questions drive the right dialogue so we can start with the answer and work backwards from there. There's no single playbook or definition of success. We tailor our strategic and operational support to each of our owner’s unique ambitions and company. Our goal is to help you define your objectives, develop a value creation roadmap, and realize that value through a wealth creation transaction when the time is right for you. This could take 6 months or 6 years.
Holistic view focused on aligning all goals - personal and business
Highland has developed a proprietary Exit Planning Matrix that covers all aspects of pre-transaction preparation including estate planning, tax, wealth management, legal, accounting, and real estate to ensure you have no blind spots. Our flexible team model and extensive network of service professionals allows us to leverage the right expert advisors in each topical area as needed so when the time comes to seek a new owner for the business, you are ready.
Long-term partnership approach at any stage of the ownership lifecycle
We are not just focused on advising for a transaction at a single point in time. Instead our focus is on you, your key goals as the business owner, and building value in the business on your timeline. We provide the perspective of an objective investor and utilize an internally developed and customizable Value Creation Playbook to provide a systematic process to analyze your business model and identify value creation opportunities.
Unique M&A process methodology designed to drive premium valuations
Through decades of M&A experience, it is clear that valuations at any one time can vary greatly between the different investor groups. Only by taking the time to learn the unique value drivers and potential synergies of each individual investor are you able to unlock the true value of your company to those investors. At Highland, we believe your life’s work deserves this extra effort and our M&A process is designed to deliver a variety of investor options so you can select the next owner that meets all your key objectives, and of course at a premium valuation.