当准备退出他们的业务时, many owners will need to hand off the tasks for which they have always been responsible. It comes with the territory of owning and operating a company. Owners face the challenge of effectively transitioning responsibilities to the next leaders of the organization. 另外, it is beneficial to owners to ensure that their processes create value in order to maximize potential sale price of the business. An approach needs to be followed to allow owners to identify processes with significant impact in order to avoid interruption of processes during ownership transition.
识别重要过程
以便最好地利用他们的时间, owners need to focus on the key areas of their business that are essential to operations, 需要他们的参与, 解决组织面临的重大风险. 例如, payroll is a significant process that typically involves some level of involvement from owners or executives. 如果员工没有得到报酬, 存在劳动力流失的风险, which may result in the inability to operate the business. Examples of areas that require owner time and are essential to successful day-to-day operations of the business include order-to-cash, 采购到支付和工资.
评估已识别的过程
一旦确定了重要的过程, owners will want to gain a deeper understanding of the people, 流程和技术. Assessing these three main aspects of key processes to understand existing procedures and what could go wrong within each area will help identify potential areas of risk, as well as opportunities for optimizing processes to gain efficiencies.
开发和优化
The assessment of significant processes may identify gaps or inefficiencies in an organization’s existing processes, which could create risk in transferring these responsibilities during the business transition. 另外, the more defined a process, the easier it is to transition. Efficient and defined processes will result in strong control structure, 哪些可以在出售企业时增加价值. The following outcomes may result from the process assessment:
- 消除非增值任务以提高效率
- 过程和控制的增加或标准化
- 技术实施, 例如机器人过程自动化(RPA), 用于过程和控制的自动化
Whether the exit strategy is selling the company or leaving a legacy for the next generation, 完善组织结构, functional processes and controls will prepare your organization for more successful due diligence with potential buyers or with a stronger company for the next generation of owners.
施耐德唐斯风险咨询bet9平台游戏 (RAS) professionals can assist owners as they plan to exit their organization by acting as a strategic advisor to implement changes to the organization’s processes to achieve cost reductions and efficiencies, while also providing recommendations to better manage risk and strengthen control activities.