Don’t Let One Bad Year Derail Your Business Exit

Don’t Let One Bad Year Derail Your Business Exit

Don’t Let One Bad Year Derail Your Business Exit

October 22, 2024 | by Randy Rua

Don't Let One Bad Year Derail Your Business Exit

As we look ahead to 2025, the economy is stabilizing after the turbulent COVID years, and many business owners are seeing signs that it may be an ideal time to consider selling their business. However, some owners are hesitant—particularly if they’ve experienced a recent off-year. The concern is understandable: How can one bad year affect the value of your business, and will it derail your chance at a successful exit? 

At NuVescor, we work with business owners facing this exact situation. The good news? A single down year doesn’t have to define your exit. The key is to start preparing now, leveraging your stronger financial history and aligning your strategy with broader economic indicators.  

Here’s how to ensure that one challenging year doesn’t stand in the way of maximizing your business’s value. 

Key Indicators of Readiness: It’s Not Just About the Past Year

One common misconception among business owners is that a single down year automatically reduces their company’s value. According to Randy Rua, President at NuVescor, buyers care more about what’s happening now and what’s projected in the next 12 months. 

“Buyers are less focused on a one-time drop in performance and more interested in what you’ve done since then,” says Rua. “If your business is back on track with a solid pipeline, that’s what drives interest and offers.” 

The key is demonstrating recovery.  

If your previous years’ numbers are down, but you can show strong financials over the past 12 months and a healthy outlook for the next six to twelve months, you’re still in a good position to sell. What’s important is explaining the reasons behind any downturn and clearly outlining what has been done to correct the course. 

Leveraging a Strong Earnings History

Even with a recent dip, a long-term history of strong earnings can still be a major selling point for prospective buyers. Demonstrating consistency in prior years helps to balance out one weaker year, especially if the financial downturn was due to external factors like market disruptions or economic shifts rather than fundamental business issues. 

“Your strong earnings history is a big asset,” says Rua. “A buyer will want to see that the company has a track record of success, and that you’ve recovered or are recovering from a weaker period.” 

To capitalize on this, be prepared to show detailed financials from past years, along with a clear explanation of how and why your business is back on track. Highlight any proactive steps you’ve taken, such as cost-cutting measures, new customer acquisitions, or operational efficiencies that have been put in place to drive recovery. 

What Economic Trends Should You Monitor?

As 2025 approaches, it’s important to keep an eye on broader economic trends that can influence the timing of your sale. Lower interest rates, for example, can drive buyer demand, as borrowing costs decrease and investors look for opportunities to make acquisitions. 

“We’re hearing a lot of talk about interest rate cuts coming in the near future,” notes Rua. “If rates drop, it could create a flurry of buyer activity, but some may wait for further cuts before pulling the trigger. Timing your sale with these changes could potentially work to your advantage.” 

In addition, if you’re in the manufacturing sector, keeping an eye on industry-specific indicators such as the PMI (Purchasing Managers’ Index) is key. A declining index can spook buyers, while a stable or rising one can bolster confidence in future growth prospects. Stay informed and be ready to move when the timing is right for your industry. 

Positioning After a Tough Year: Strategies for Success

Even after a weaker financial year, it’s entirely possible to position your business as an attractive acquisition target. The key lies in transparency and creating a compelling narrative that explains the dip while focusing on your company’s recovery and future potential. Rua points out two common scenarios that can be effectively reframed: 

  1. Lost Customers: If your business lost a major client but gained several smaller ones in return, you’ve diversified your customer base. This reduces risk for buyers and signals stronger long-term stability. 
  1. Bad Investments: If a failed product launch or a costly new hire led to higher expenses without corresponding revenue growth, be upfront about what went wrong. Acknowledge the lesson learned and show that it won’t be repeated. 

The Risks of Waiting Too Long to Sell

A common pitfall business owners face is waiting too long after a strong financial year, hoping for even better results in the future. The danger here is that market conditions can shift quickly. If you miss the window of opportunity, you may find yourself waiting through another cycle of poor economic conditions before your business is attractive again. 

“The biggest risk of waiting is that the economic indicators could turn against you,” Rua explains. “If interest rates rise again or your sector faces a downturn, you might end up holding onto the business longer than planned, which can ultimately reduce your valuation.” 

Preparing Your Financials for 2025

If you’re considering a sale in 2025, now is the time to start preparing. Buyers today are looking closely at financials—not just the numbers, but the story behind them. Making sure your financials are easy to understand and reflect the full picture of your business’s performance is essential. 

Rua emphasizes, “Buyers want to see the whole story. Make sure your financials are clean, tell a compelling narrative, and highlight the strategic decisions that have put your business back on track after a tough year.” 

Take Action Now

As we move toward 2025, business owners who are thinking of selling should be actively working on their exit strategy. This means bringing in advisors early, ensuring your financials are in order, and positioning your business to appeal to the right buyers. 

At NuVescor, we help business owners look at their financials from a buyer’s perspective and identify areas where they can maximize value. Starting now gives you the flexibility to adapt to market conditions and ensure you’re ready to go when the time is right. 

Don’t let one bad year derail your business exit. With the right preparation and timing, you can achieve a successful sale in 2025—and potentially secure a premium offer. 

A Blood Pressure Test for Your Manufacturing Business

A Blood Pressure Test for Your Manufacturing Business

A Blood Pressure Test for Your Manufacturing Business

October 14, 2024 | by Randy Rua

A Blood Pressure Test for Your Manufacturing Business-min

When was the last time you had your blood pressure tested?

Measuring blood pressure is often one of the first steps a doctor takes before addressing any health concerns. This simple test provides a reliable snapshot of your overall health and can serve as an early warning sign for issues ranging from heart disease to poor circulation.

While it doesn’t give the doctor a complete picture, this straightforward measurement offers valuable insights into your general well-being.

Now, think about your manufacturing business. When was the last time you gave it a thorough check-up? In the manufacturing industry, it’s easy to get caught up in daily operations and overlook underlying issues that could affect your company’s long-term health and value.

Just as a doctor checks your blood pressure to gauge your physical condition, there’s a way to assess the health of your business: the Value Builder Score

 

Understanding the Value Builder Score

 

What is the Value Builder Score?

Think of the Value Builder Score as a comprehensive blood pressure test for your business. Just as one powerful ratio—the blood pressure reading—gives doctors insight into your overall health, your Value Builder Score amalgamates key aspects of your business to provide a clear picture of its well-being. It’s an evaluation tool that looks at eight key areas influencing your company’s value:

  1. Financial Performance: Are your revenues and profits trending upward?
  2. Growth Potential: How much room is there to expand your business?
  3. Switzerland Structure: Is your business independent of any one employee, customer, or supplier?
  4. Valuation Teeter-Totter: How well do you manage cash flow?
  5. Recurring Revenue: Do you have stable, predictable income streams?
  6. Monopoly Control: What sets you apart from competitors?
  7. Customer Satisfaction: Are your customers loyal and likely to refer you?
  8. Hub & Spoke: Can your business thrive without you being there every day?

By analyzing these areas, the Value Builder Score provides a clear picture of your company’s strengths and weaknesses. It’s not just about the numbers—it’s about understanding the entire ecosystem of your business.

 

Take the Value Builder assessment 

 

Why This Matters for Manufacturing Owners

In manufacturing, challenges like supply chain disruptions, technological advancements, and skilled labor shortages are all too common. Hidden problems can lurk beneath the surface, much like high blood pressure in an otherwise healthy person.

For example:

  • Supply Chain Vulnerabilities: Are you too reliant on a single supplier?
  • Technological Lag: Is outdated equipment slowing you down?
  • Customer Concentration: Do a few clients make up most of your revenue?

Identifying and addressing these issues can significantly increase your company’s value, especially if you’re considering selling.

 

Predicting Good Outcomes Too

When a doctor measures your blood pressure, they’re not just checking for immediate health issues; they’re also using that information to predict your future well-being. Similarly, your Value Builder Score can serve as a forecast for your business’s potential.

Consider this: Based on data from over 10,000 business owners who have completed the Value Builder Score questionnaire, the average offer they receive for their business is 3.7 times their pre-tax profit. However, those who achieve a Value Builder Score of 80 or higher receive offers averaging 6.6 times their pre-tax profit.

To illustrate:

  • An average-performing business generating $500,000 in pre-tax profit might be valued at around $1,850,000 ($500,000 x 3.7).
  • If the same business improves its Value Builder Score to 80+ while maintaining the same profitability, it could be valued closer to $3,300,000 ($500,000 x 6.6).

While there’s no guarantee that boosting your Value Builder Score to 80 will result in an offer exactly 6.6 times your pre-tax profit, this single metric provides valuable insight into your business’s overall performance. With this information, you and your advisor can develop a strategic plan to enhance your company’s health—and its value—in the future.

 

Don’t Let Hidden Issues Erode Your Business Value

High blood pressure is known as the “silent killer” because it often shows no symptoms until significant damage has occurred. Similarly, unnoticed problems within your business can quietly undermine its value.

By proactively assessing your company’s health, you can:

  • Uncover Hidden Risks: Identify areas that could deter potential buyers.
  • Enhance Strengths: Build on what makes your business unique.
  • Increase Market Appeal: Position your company as a valuable opportunity.

 

How NuVescor Can Help

At NuVescor, we specialize in helping manufacturing business owners like you understand and improve their company’s value. Our team brings deep industry knowledge and a personalized approach to guide you every step of the way.

Our Process:

  1. Comprehensive Assessment: We’ll work with you to complete your Value Builder Score.
  2. Strategic Planning: Identify key areas for improvement and develop an action plan.
  3. Implementation Support: Assist you in making changes that enhance value.
  4. Preparation for Sale: When you’re ready, we’ll help you navigate the selling process to achieve the best possible outcome.

Your manufacturing business is more than just numbers on a balance sheet—it’s the result of years of hard work, dedication, and passion. Ensuring its health isn’t just about preparing for a potential sale; it’s about building a stronger, more resilient company for the future.

Don’t wait until hidden issues become major problems. Take control of your business’s health today.

1. What exactly is the Value Builder Score?

It’s a tool that evaluates your business across eight key drivers of value, providing a score out of 100. The higher your score, the more valuable and sellable your business may be. You can access the Value Builder Score here.

2. Is the assessment really free?

Yes, the initial assessment is completely free, with no strings attached. We’re committed to helping business owners understand their company’s health.

3. How long does the process take?

The questionnaire takes about 15 minutes to complete. From there, we can schedule a detailed review to discuss the results at your convenience.

4. I'm not planning to sell right now. Should I still get my Value Builder Score?

Absolutely. Even if selling isn’t on your immediate horizon, understanding your business’s strengths and weaknesses can help you make informed decisions for future growth.

Remember, the best time to check your business’s health is before it shows signs of trouble. Let’s work together to ensure your manufacturing company thrives now and in the years to come.

NuVescor to Speak at FABTECH 2024: Five Steps for Planning a Successful Exit Strategy for Your Business

NuVescor to Speak at FABTECH 2024: Five Steps for Planning a Successful Exit Strategy for Your Business

FABTECH 2024 Sneak Peak: Five Steps for Planning a Successful Exit Strategy for Your Business

October 1, 2024

seth-getz-speaker-fabtech-2024

NuVescor’s Seth Getz is speaking this year at FABTECH 2024, presenting “Five Steps for Planning a Successful Exit Strategy for Your Business”.

About The Session

  • Date: October 16, 2024
  • Time: 12:00 pm – 1:00 pm
  • Room: Room S-331 B
  • Level: Basic
  • Track: Job Shop

If you are considering selling your manufacturing business, it is essential to understand your reasons for wanting to exit, explore the different types of exit options, and create a well-thought-out exit strategy. Drawing on his extensive two-decade experience guiding numerous manufacturing businesses to successful transactions. The presenters will provide insights on aligning the exit type with your why, explain how to differentiate between what your manufacturing business is worth versus what you may need financially, and discuss what to look for in a potential acquirer. By the end of this session, you will be equipped with the knowledge to take the appropriate next steps.

Click here for session details

Featured on Automation.com: From Shop Floor to Boardroom: How Automation is Transforming Manufacturing Deals

Featured on Automation.com: From Shop Floor to Boardroom: How Automation is Transforming Manufacturing Deals

Featured on Automation.com: From Shop Floor to Boardroom: How Automation is Transforming Manufacturing Deals

September 9, 2024

perfect time to sell-min

As Featured on Automation.com: This article by Randy Rua was recently published as a featured article on Automation.com, a leading online publisher of automation-related content.

Article Summary

In today’s competitive environment, manufacturing companies are facing mounting challenges, including supply chain disruptions, rising operational costs, labor shortages, and geopolitical instability. To combat these issues, many are turning to automation technologies like robotics, AI, and machine learning. This shift is not only transforming operations but also reshaping the M&A landscape. Companies with advanced automation capabilities are becoming more valuable, attracting potential buyers and investors.

Automation is driving efficiencies in maintenance, material handling, and real-time monitoring, improving scalability and “future-proofing” businesses. In addition, M&A processes themselves are being streamlined through automation, from deal sourcing to strategy development. As automation continues to evolve, it will be a key factor in driving manufacturing M&A activity through 2025.

 

Read the full article here

 

About the Author: Randy Rua is the president of NuVescor, a leading provider of mergers and acquisitions services for manufacturers in Michigan and beyond. For more information, contact Randy at rrua@nuvescor.com.

3380 Chicago Dr, Hudsonville, MI 49426
616-379-4047

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Understanding Buyer Priorities: The 8 Financial Metrics That Drive Manufacturing Business Valuations

Understanding Buyer Priorities: The 8 Financial Metrics That Drive Manufacturing Business Valuations

Understanding Buyer Priorities: The 8 Financial Metrics That Drive Manufacturing Business Valuations

September 5, 2024

Understanding Buyer Priorities: The 8 Financial Metrics That Drive Manufacturing Business Valuations

We’re currently seeing a consolidation trend in the manufacturing sector as buyers try to grow their market share and improve their bottom lines. Given this trend, now may be the right time for manufacturing business owners to think about selling their companies. However, selling a manufacturing business means finding the right buyer and maximizing the value, both of which require a good grasp of the key financial metrics that influence buyer decisions.

1. EBITDA

EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization) is typically the first metric buyers consider when evaluating a manufacturing business. By excluding the costs of depreciation and amortization, taxes, and debt payment from the company’s earnings, EBITDA is a way to show how much cash profit the firm generates. Acting as a rough proxy for cash flow, EBITDA shows buyers the cash available for them to pay themselves, buy new equipment, reinvest in the company and help generate cash that provides working capital for growth.

 

2. Gross Margin

Buyers use your gross margin to assess how efficiently your company produces goods. It can be hard to interpret gross margin in the manufacturing sector because of different reporting methods, so buyers will dig into the details to evaluate the costs and profitability of producing every component. A healthy gross margin is seen as a sign that your business can maintain current operations and potentially increase profitability as it scales.

 

3. Overhead Costs and Break-even Analysis

Buyers are also keen to understand overhead costs and your company’s break-even point—how many sales you need to make and at what margin to at least cover your costs. Considering these details helps a potential buyer understand how susceptible your business is to sales fluctuations. A comprehensive break-even analysis can help buyers assess the risk and figure out how much of a sales drop your company can withstand before it starts losing money.

 

4. Sales Trends and Customer Concentration

Buyers analyze historical sales data to identify patterns and potential risks. They pay particular attention to customer concentration—how much of your revenue depends on a small number of customers. If a significant portion of your sales, say 30%, comes from one or two customers, losing them could significantly impact the stability of your business. If your customer base is less concentrated, that lowers the risk, making it more appealing to buyers.

 

5. Revenue trends

Buyers will average revenue over time to get a picture of the health of the business, rather than just looking at a snapshot in time. The key here is that growth is good but that not all growth is equally appealing. Potential buyers are looking for steady growth of, say, 10-15% year on year over a period of time. That kind of growth is attractive because it shows consistency and indicates that the team knows how to grow the business in a sustainable way. On the other hand, rapid “hockey stick” growth can be concerning for some buyers. If they see, for instance, 30% growth, they may worry about how sustainable the growth is or even if they are buying at the peak before a potential downturn.

A downward trend in revenue is obviously more of a warning sign for potential buyers, who will want to take a closer look into the reasons behind it.

 

6. Debt to EBITDA Ratio

The debt to EBITDA ratio is a metric that is fundamental to how the deal will be structured. Buyers use this ratio to determine how long it might take to pay off debt and how much debt your company can support based on its earnings. A high debt-to-EBITDA ratio might indicate your business is over-leveraged, potentially reducing its attractiveness. On the other hand, a lower ratio suggests that your company is financially robust and capable of servicing its debt while still providing a good return on investment.

 

7. Working Capital

Working capital is typically defined as current assets minus current liabilities and represents the amount of capital that your company needs to maintain ongoing operations. If your business ties up a significant amount of capital in inventory or accounts receivable, it may raise concerns about cash flow management.

Take, for example, a proposed sale price of $4 million for a manufacturing company that procures a large quantity of raw materials from China. To optimize costs, the company purchases these materials in bulk, resulting in high inventory levels. The company serves large customers with extended payment terms, leading to substantial accounts receivable (AR). In this scenario, the business has approximately $2.5 million in receivables, $1.8 million in inventory, and minimal accounts payable, resulting in working capital of around $3.5 million. However, given relatively modest sales figures of around $5 million, buyers might be concerned about the amount of capital that is tied up in inventory and receivables relative to sales. The worry is whether the buyer will have to keep that ratio the same as sales grow, potentially impacting future liquidity.

Buyers also expect working capital to be included in the sale price of the business so the company can continue to operate smoothly post-acquisition. In this case, with the suggested $4 million purchase price, the buyer would be paying just for working capital, leaving little for goodwill or other assets. With this kind of example, it’s easy to see how managing working capital efficiently is essential to maximizing the value of your sale.

 

8. Profit Margins and Sustainability

Buyers typically look for profit margins in the 10-15% range because that indicates there’s a healthy balance between pricing and cost management. On the other hand, margins below 10% can raise concerns about potential issues with pricing strategy or cost control. If margins dip closer to 5%, buyers may still consider the business, but they will likely offer both a lower valuation and require a solid plan to improve margins.

Profit margins that are too high can also be concerning to buyers. For instance, margins in the 30-50% range might initially seem appealing but raise questions about sustainability. Will an attempt to scale increase infrastructure costs or drive up other expenses that erode the margins? Buyers will want to carefully evaluate whether high margins are the result of a robust business model or artificial inflation caused by unsustainable practices.

Each of these metrics conveys information about the financial health, profitability, and potential for future growth of your business. Understanding and optimizing these metrics can make your company more attractive to buyers.

 

Why Now Might Be the Right Time to Sell

While there is no way to predict what the future holds, Private Equity and strategic buyers are active right now, and demand is strong for quality manufacturing businesses. However, whether the time is right to sell your business depends on more than just macroeconomic conditions and buyer demand.

At NuVescor, we know that the decision to sell isn’t simply a business transaction – it’s about securing your financial future, maintaining your hard-earned reputation, and ensuring the continued growth of what you’ve built. You want a buyer who doesn’t just see the financial value of your business, but who also shares your vision, appreciates your values, and is committed to upholding your legacy.

The manufacturing M&A experts at NuVescor can help you assess whether now is a good time to sell your manufacturing business, based on your unique goals and situation. We follow a proven process designed to help you make this complex decision and move forward with confidence.

Learn more about our sell-side services.

If you’re ready to take the next step, book a meeting or contact us to discuss how we can help you maximize the value and find the right buyer.