Oxford Strategic Advisory

Helping entrepreneurs successfully exit and strategically acquire.

Entrepreneurs, not investment bankers.

Oxford Strategic Advisory helps entrepreneurs move quickly and safely through the process of buying or selling a business. Managing M&A activities as entrepreneurs, not investment bankers, Oxford Strategic Advisors help entrepreneurs successfully exit and strategically acquire without drama. We increase the value of our clients’ businesses through customized exit preparation, in-depth valuation analysis, and unparalleled exit execution – ultimately helping entrepreneurs reach their pinnacle.

Recent Transactions

Southern Proper, LLC is specialty clothing retailer. The company is a pioneer in the industry as one of the first “Southern” brands that has recently gained popularity among males who are ages 16-40. The company was sold to HomTex, Inc., a global textile, apparel, and home goods leader. By tying together HomTex’s innovative manufacturing processes and exceptional brand quality with Southern Proper’s marketing expertise, this strategic play created lifestyle brand engine for unique consumer offerings across a wide spectrum.

Marcadis Plastic Surgery, a Tampa, Florida-based plastic surgery center, led by Dr. Abraham Marcadis, has been the brand leader in the area for more than 30 years. Dr. Marcadis was approached by many qualified buyers, but due to his desire to preserve his brand and keep his long-tenured employees in mind, Dr. Marcadis found a natural fit with fellow entrepreneur and plastic surgeon, Dr. Tony Watt. A win-win opportunity was created to help him continue to support his namesake brand and help Dr. Watt get the successful start that he needed.

How Attractive is Your Business to a Buyer?

Services

7E Blueprint Day

Oxford Strategic Advisory’s 7E Blueprint Day is a collaborative workday to strategically and systematically grow the value of your business. Few entrepreneurs know the strategic levers that grow the value (and sale price) of their business. Fewer have an implementation plan.

During your fully customized 7E Blueprint Day, we will discuss in detail the 7 Elements of a Valuable Business. We will analyze and scrutinize your business from the perspective of a buyer while identifying your weak points. As the day progresses, we will construct a blueprint and plan to shore up your weaknesses, capitalize on your hidden assets, and maximize the value of your most valuable asset. During the day, we will work intensively on:

  • The Value Proposition
  • Upstream and Downstream Partners
  • Facilities, Equipment, and Intangibles
  • Management Team and Employees
  • Systems and Structure
  • Data Availability
  • Financial Performance

After a full day of lengthy and detailed discussions concerning these 7 Elements, we will collectively have a high-level comprehension of your company’s value. We will able to quantitatively assess what is to be improved and begin building a detailed 6-24 month plan for increasing the value and/or preparing for a sale.

Valuation Services

How much is your business worth? This question should not be taken lightly and answered with a ballpark guess. Whether you are planning your exit strategy, raising outside funding, deciding to buy or merge with another company, or settling shareholder/legal disputes, hiring professionals to accurately value your business is paramount to success.

Our Oxford Strategic Advisory experts perform independent business valuations for entrepreneurs, equipping them with the knowledge to make these key strategic decisions. We combine our granular financial analytics with our extensive market knowledge to provide highly credible and accurate valuation analyses for a wide array of purposes.

Exit Prep Consulting

At some point, and without exception, every entrepreneur will leave their business. It’s a critical juncture in the life of an entrepreneur because their business is typically their largest financial asset. Unfortunately, most of these businesses are not prepared to sell. Therefore, when an unplanned event occurs or they decide the time is finally right to exit, they end up selling for an amount that falls far short of what they need to reach their long-term financial goals.

At Oxford Strategic Advisory we work one-on-one with entrepreneurs to develop a strategy for maximizing the value of their business and a roadmap to exiting on their own terms. The first step is completing a 7E Blueprint Day, wherein, we will gain a deep comprehension of your business’s strengths and weaknesses as well as an understanding of your goals and objectives. Next, we will collectively create a 6-24 month objective-driven plan to maximize the value of your business. The objectives laid out in this plan will be quantified and backed by data, providing clear goals and allowing the entrepreneur to track their progress.

Exit Advisory

As an entrepreneur, you’ve invested an unbelievable amount of time and energy into your business, and your exit is the opportunity to reap the rewards of all that hard work! However, although you have become a master at selling your product or service, most companies don’t know how to sell themselves. End of the day, you still have a business to run, and while the exit process can be very exciting, it is also very tiresome and an emotional rollercoaster. Working with a trusted exit advisor not only provides you with a team of experts who command higher valuations, but it allows you to spend your time where it matters – your business!

Our team at Oxford Strategic Advisory focuses on understanding the entrepreneur’s goals and working tirelessly to achieve them. We recognize that you are not just leaving a business – you are leaving a legacy that needs to be protected. Building a business in many ways is like raising a child, and at Oxford Strategic Advisory, we want to make sure your baby ends up in the right hands!

In order to find a buyer who is the perfect fit and offers the most favorable price and deal terms, our team relies on a heavily structured deal execution process, working hand-in-hand with the entrepreneur every step of the way.

Meet Your Strategic Advisors

Grant Schuette

Grant is the director of the Oxford Strategic Group at Advantage leading the mergers and acquisitions and exit consulting practices. From valuation analysis and deal execution to due diligence preparation and sourcing the right buyer, he guides entrepreneurs through the exit process and offers strategic counsel to make sure they are moving in a direction that is right for them and their business.

Grant has a passion for helping entrepreneurs achieve their goals and finding a balance between business success and personal well-being. Entrepreneurship can be a rollercoaster, and Grant understands the value of a trusted advisor that prioritizes your best interest. He’ll tell it to you straight and has the acumen you want on your side of the negotiating table.

Prior to joining Advantage, Grant worked on Wall Street at Piper Jaffray & Co., serving middle market financial institutions as an investment banker. However, he missed his roots working with entrepreneurs – a community he consulted as an analyst with Cliff Oxford in Atlanta – and yearned to reconnect with the passionate people who pour their lives into their business. So, Grant left Wall Street, packed his bags, and set up shop with us in Charleston.

Zack Eller

Zack is a Strategic Advisory Associate for the Oxford Center Strategic Advisory Group. He helps Members in the exit journey with responsibilities ranging from analyzing company financials, valuing companies, finding buyers, and leading the relationships between buyer and seller. Zack understands that the acquisition can only be as good as how happy the entrepreneur is 12 months after exiting their business.

Zack has been an entrepreneur from an early age. At age 12, he started his own non-profit business where he was able to raise over $15,000 for charity. This entrepreneurial spirit made Zack a natural fit for the Oxford Center. While finishing his undergraduate degree, Zack worked part-time for the Oxford Center. Upon graduating, he turned down interest from Wall Street to be able to serve entrepreneurs and work with people he feels such a strong connection with.

How Attractive is Your Business to a Buyer?