Are Effective Strategic Planning Resources Available for ARM Companies?

October 17th, 2017

Fall is the time for strategic planning. Owner-operators and executives of midsize companies are getting together to review current year performance and set boundaries for next year. For larger companies, possibly influenced by investment capital or an active Board of Directors, planning involves setting annual budgets and multi-year forecasts. Regardless of the approach or the company’s size, we have found that nearly all companies have limited resources at their disposal when it comes to strategic planning. With those limitations in mind, Kaulkin Ginsberg Company is now offering three effective strategic planning tools designed exclusively for accounts receivable management (ARM) companies, including a financial benchmark study, market intelligence through KG Prime, and valuation assessments.

Financial Benchmark Study

Evaluating business performance can be challenging for owners and executives, especially in the ARM industry where service providers are closely held and reliable data is scarce. Far too often, business leaders struggle to assess opportunities for growth or operational improvement due to a lack of dependable market information. In an effort to fill this void in our industry, Kaulkin Ginsberg Company embarked on a middle market benchmarking initiative earlier this year. We contacted the leaders of select ARM companies about participating in an in-depth benchmarking process and the response was positive. To assure that confidentiality would be protected, our firm executed confidentiality agreements and became the sole aggregator of this information. Our inaugural study is now complete and available to ARM companies through the universal membership of KG Prime (currently a $395 upgrade). To request KG Prime Universal membership, click here. If you want to participate in next year’s benchmark study, which includes an individualized report at no cost to participants, please let us know.

KG Prime Membership

We strongly believe there has never been a greater need for reliable and insightful market intelligence to enable owner-operators and executives to make well informed decisions. That’s why we are encouraging you to sign up for KG Prime by simply clicking this link and filling out the registration form. Basic membership is free. Our market research is thorough, vetted, and objective. Our knowledgeable staff dives deep into the critical areas that impact the ARM industry. Our carefully selected Subject Matter Experts are extremely knowledgeable about specific segments of the industry and are willing to provide their insights on critical matters in a timely fashion. We are constantly looking for innovative ways to expand our research capabilities. For example, we established a partnership with the University of Maryland’s Department of Economics in an applied business and market research fellowship program. We initiated this program to help us collect and distill macroeconomic and qualitative data within the ARM industry. Our findings are exclusively available to ARM professionals on KG Prime. Membership is restricted to ARM companies.

Establishing a Baseline Value for Your Business

Kaulkin Ginsberg Company, in conjunction with Topline Valuation Group, is now providing owners with a market assessment of their company’s value, exclusively designed for ARM companies. We believe that owners want to objectively assess the value of their business enterprise as they look into investing into expansion or if they are deciding to sell their business. Our valuation experts will review your company’s financial performance and current market conditions to establish the market value of your operation which will be presented to you in a user-friendly Power Point presentation. We will explain value drivers and detractors, provide an overview of the U.S. ARM industry and the specific market segments that your company services, and we will make recommendations that will improve the value of your operation.

Please let us know if you are interested in any of these services, or would like to schedule a confidential conversation with one of our experts, by sending us a confidential email. We look forward to hearing from you.

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