STRATEGY

Strategic Assessment - We work with our clients to conduct an extensive study of the organization’s  current business model and strategy by (i) interviewing key operators and other relevant parties to understand the business and their knowledge, practices and behavior affecting the business and (ii) assessing the current operating situation, including, but not limited to:

Deliverable: Detailed report outlining current situation along with recommendations for future implementation

Strategic Planning - We work with our clients to ensure that their vision, objectives and strategy are aligned. From helping to recruit and assemble the right team, to implementing systems and processes, to facilitating financial resources, we can help our clients make sure their vision becomes a reality. Our success is defined by the success of our clients. 
Deliverable: Multi-year strategic plan, along with ongoing support, as needed, through all phases of execution

SUPPORT

Market Research and Intelligence - The Symphony Advisors team has broad experience and reach within the automotive aftermarket and physical damage insurance industry. We assist our clients by assembling and integrating accurate and pertinent information for optimal decision-making. 
Deliverable:  Client requested research output

Litigation Management - Sometimes litigation management really means litigation anticipation -- seeing the exposure before it becomes a problem. Other times it means knowing when to tender a claim to an insurer, recognizing that an attorney is necessary, selection of an attorney with the appropriate skill set, and then making sure that the attorney is delivering the services promised. Symphony Advisors has extensive experience in assisting companies in all phases of litigation management oversight.

Communications Assistance - Whether it’s assistance communicating with the media, drafting a press release, creating an industry article or just want adding “punch” to the text of a client’s Web site or other marketing materials, Symphony Advisors has a broad range of experience helping its clients send the right message.

Recruiting Key Personnel - Symphony Advisors works closely with clients who are looking to fill key positions in their businesses.  This starts with assessing the needs of the business and then creating an appropriate job description, which often includes guidance on compensation packages that provide incentive for new recruits while minimizing risk to the business.  We also assist in the search process by pre-screening applicants, conducting interviews and checking references.

Succession Planning - Succession Planning--where the company is going in the future -- should be a part of every company’s strategic plan. Whether shares of the company will pass to senior management or family will assume leadership, it is important to give employees visibility into the future of the company. Creating a plan that aligns your future needs, the future needs of the company and the availability of appropriate resources within the company, requires careful and thoughtful planning. Symphony has helped many owners create a succession plan that secures their retirement and motivates the next generation of leaders of their companies.

Crisis Management – At one point or another, every company -- large or small-- runs the risk of a crisis that jeopardizes the company’s share value, good reputation and employee morale. Symphony Advisors provides emergency crisis prevention and response to any long-term or short- term situation that may adversely affect the success of a client’s company. 

Team-Building Facilitation– Brainstorming sessions, retreats, management meetings, client advisory meetings -- frequently, the best way to learn and grow as a team is to create an open environment where people can share ideas, freely express concerns or address sensitive topics. Oftentimes, this is most effective with the help of an outside person who can facilitate the free exchange of ideas. We are experienced in this invaluable team-building process. More importantly, we know how to distill ideas and translate them into the tangible, actionable goals that should be the “take-away” from this process.

Twenty-Group Facilitation – Bringing together a group of 15 to 20 owners/operators from the same industry in different, non-competing markets for the purpose of benchmarking, sharing ideas -- including wins and losses -- can be an invaluable tool in your business. In order to get the most out of a twenty group, pre-planning, information gathering and the art of drawing out and facilitating communication are imperative.

EXECUTION

Idea-to-Execution Guidance -- Moving vision to execution and ultimately, to a profitable, sustainable business, requires a mixture of creativity and business savvy.  This may include anything from idea validation to writing a business plan to raising capital.  Symphony Advisors can help entrepreneurs wind their way through this process.

Enterprise Performance Management - Symphony Advisors works with its clients to design and implement intuitive “dashboards” which deliver mission-critical information in an easy-to-understand, actionable format for convenient and timely reporting. The “dashboards” provide a comprehensive, at-a-glance snapshot of key financial and operational data,  and spotlight areas of concern that require immediate action and help our clients improve performance.
Deliverable: Actionable Dashboards Reports to be utilized at all levels of the organization

DEVELOPMENT

Customer Relationship Management - We help our clients manage customer relationships in a focused way. This assistance includes defining target clients, facilitating introductions, designing and implementing a value proposition supported by marketing campaigns with clear goals and objectives, defining client-specific account management processes which enable the highest level of customer service and harnessing information flow to analyze and manage performance and profitability.  
Deliverable:  Marketing Assessment and Plan

Mergers, Acquisitions and Divestitures - Symphony Advisors enables its clients to leverage our experience in successfully executing an acquisition or divestiture strategy. We invest time in learning and understanding a client’s  business,  circumstances and objectives. We look for alternative methods of meeting  goals, and structure recommendations to a client’s particular situation. Acquisitions and divestitures require sensitive handling of very personal issues: confidentiality, fragile egos, hidden agendas, corporate politics, family situations, health problems and more. We work closely with our clients to understand their specific situation and objectives and collaborate during the entire process.
Deliverable: Completed transaction(s)

FINANCE

Corporate Finance - Symphony Advisors guides its clients through the financial and capital needs of their businesses. We work hands-on with our clients and when required, we mobilize the specialized resources needed for each unique situation. We have the ability to assemble teams of financial experts to provide the necessary talent to implement solutions. Our range of services includes capital structure planning, negotiation of credit facilities, ownership succession planning and management-led buyouts.
Deliverable: Completed transaction(s) and appropriate capital structure

Due Diligence – Symphony Advisors works with industry participants, private equity groups, other investors and lenders to support the completion of financing transactions.
Deliverable:  Due Diligence Report

Procurement - At any point in time, even an average size business may be working with as many as 100 other entities supplying goods and services to that business.  Symphony Advisors has the industry insight to conduct a procurement “check-up” regarding a company’s procurement processes, internal controls, requests for proposals, negotiations and agreements to assure that our clients have every advantage in this competitive market.