Business and Strategic Planning
Monashee can assist business owners and management in the preparation of an appropriate business or strategic plan.
A business plan is a comprehensive document that outlines management's mission, objectives and roadmap to meet the operational and financial targets it has established. The business plan plays a key role in the ability to obtain financing through a bank or private capital source. It is also a critical element sought by the acquirers of businesses and therefore represents a key value creation opportunity.
Monashee advised us through the process of selling our business to a large international business. We were very pleased with the outcome and have praise for the expertise and guidance that was provided. We felt that Kevin always had our interests at heart.
Eric and Joann Byres, Founders of Byres Security Inc., Nanaimo, British Columbia
We have worked with Monashee on a number of transactions and view the firm as a trusted resource.
Steven Lukas - Partner, Harper Grey LLP
Kevin was an engaged and supportive Board member for our business since it was founded until it was sold to TC Transcontinental.
Marc Bray, President & CEO - Flexstar Packaging Inc., Richmond, BC
Kevin has been a supportive board member and advisor to Ryan Mortgage, Manchester Investments, and the Blue Stripe Financial. Assets under management are now greater than $1 Billion. In addition, Kevin is a trusted advisor to the parent company AMUR Financial.
Kurt Wipp, Chairman, AMUR Financial, Delta, British Columbia
We used Monashee on a wide variety of projects ranging from negotiating acquisition opportunities to assessing the business plans of various operating divisions. Kevin is a trusted executive resource and advisor.
Fred Kaiser, Founder of the Alpha Group of Companies
Monashee advised us through our successful acquisition of Outback Power Systems and NavSemi Energy PTE, from the preparation of the LOIs through leading our due diligence process and negotiating the final agreements. Monashee provided structure and discipline during the acquisitions and in the planning of the subsequent integration. Kevin is able to manage a transaction from the beginning to end.
Drew Zogby, President, Alpha Technologies Inc., Bellingham, Washington State