Roll Up Strategy Business Plan

Buy up dozens maybe hundreds of owner operated businesses.

Roll up strategy business plan.

Provide copies of the plan for key partners such as funders or investors business coaches vendors or suppliers and so on. Combining small firms into a larger company allows the latter to pull their resources together cut down on operational costs and increase revenues. A roll up strategy is the process of acquiring and merging multiple smaller companies in the same industry and consolidating them into a large company. I recently wrote about how to set your strategies around mergers and acquisitions but i wanted to go into more detail about one type of m a strategy.

For example we would not recommend that a business owner consider a roll up in the following cases. Your success factors may align nicely to the user experience cycle above. Too often a half developed roll up strategy is prematurely put into action by the appearance of an opportunistic takeover target on the horizon. It s called a strategic rollup.

The roll up then entails putting the various businesses together under a common brand administrative infrastructure reporting systems and sales and marketing so the combined business is presented to the customer base as a single entity. A need to sell for 100 cash now in many cases a roll up does not offer the business owner a complete exit in the short term. These businesses represent a wide cross section of industries ranging from industrial manufacturing financial services and medical services to it software and services. Include portions of the plan in policies and procedures including the employee manual.

The roll up a roll up is when you plan to buy. Incorporate your strategic plan into the orientation process for new board members and employees. Over the last several months we ve talked to numerous businesses contemplating roll up strategies. Without a fully developed plan and an a team to execute it the roll up strategy is unlikely to achieve its full potential.

Even a successful roll up defined as one that achieves its roll up strategy is not suited to every business owner. Review your project s business goals.