Kellick & Associates, Inc. is a full service advisory firm. We offer a range of professional services, from strategy formulation & implementation to operational process & systems to succession plans and M&A. We are unique in that we can assist you in developing the strategy or plan and we can help you implement it, if desired. Contact us for a free consultation on how we can assist you and your organization.
Services Offered:
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- Advisory Services
- Strategic Planning
- Business Development
- Peer Roundtables
- Mergers & Acquisitions
- Succession Planning
- Customized Training Solutions
- Speaking
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Advisory Services
Quarterly, Monthly, As Needed: Our team provides advisory services to owners and executive management teams directly and as members of a Board of Directors or Advisory Board. Our objective, third-party review, analysis and industry expertise is often critical for owners and management teams. Call us to learn more about our services here.
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Strategic Planning
How do you increase profitability? What are your best growth opportunities? Are you positioned to capitalize on those opportunities? Do you have the core competencies to do so? What do you want your business to look like in 1, 3 or 5 years?
We assist our clients in mapping a success strategy for today and tomorrow. We call this success by choice - not chance. In today's volatile market a sound strategy and implementation plan are vital. Call us for more information.
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Business Development
From business analysis & improving bottom-line performance to process improvement and new business development, our experts can assist you in identifying and maximizing available growth opportunities in your business.
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Peer Roundtables
Our industry roundtables focus on innovation, implementation and improvement. Owners and executives of comparable, non-competing businesses come together to share information and best-practices, enabling others to benefit from their experience and expertise. Members describe roundtable participation as one of the best things they've ever done. Call us for more information and availability.
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Mergers & Acquisitions
Buying or selling a business is one of the most important decisions you'll ever make. Don't make it without all the information. Better information drives better decisions.
If you're buying...
How do you identify the best growth opportunity for your and your organization? How do you ensure you only pay for the value received in a transaction? Our team of experienced professionals are here to help you maximize your opportunities at every step. We'll assist you in clearly defining your acquisition strategy and criteria. We'll identify strategic targets. We'll negotiate for you throughout the many steps and close the deal.
If you're selling...
How do you maximize the value of your company? How do you position the company to strategic buyers? How do you meet your objectives in a sale? Our industry expertise is key to identifying and creating opportunities that meet your objectives. We'll take you through the process, step by step and ensure the transaction structure maximizes your value.
Call us for more information. 828-894-0198
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Succession Planning
We guide owners and organizations through the minefield of transition (succession, mergers, acquisitions, ESOP, etc.). We develop coordinated strategies that enable you to realize your business and personal goals while maximizing after-tax returns upon exit from the business.
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Customized Training Solutions
Changing outcomes means changing performance. We develop effective, feasible and customized LBM industry-specific programs. These programs bridge the gap between current performance and desired performance.
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Speaking Services
Are you looking for assistance with your annual meeting or convention? Give us a call. We can provide you with industry experts that will help you make it an event to remember. We offer several seminar and speech topics. As always, seminars and keynotes are customized for your group and your goals.
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