Shift is focused on  the following engagement types:

Incubation
Creating new services firms based on identified market growth opportunities.

Buy-Side Advisory
Acquisition programs for existing, often smaller services firms to help reach marketable scale.

Sell-Side Advisory
Preparing and advising services firms through a company sale process.

When Shift identifies a growth market created by a technology change, we actively work to recruit domain expert entrepreneurs to fund and launch a new services firm. Beyond early capital, Shift stays active in each stage of the business helping growing and manage the firm.  For our incubated firms, Shift provides the following:

• Business Concept, Creation, and Positioning

• Initial Financial Capital

• Executive and Staff Recruiting

• Office Space

• Finance and Accounting Support

• Operations Support (HR, Legal, IT, etc.)

• Ongoing Management and Best Practices

• Mergers and Acquisitions Advisory

• Exit Advisory

Shift works with growth stage firms to run acquisition programs to acquire complementary businesses to increase scale, and optimize valuation and marketability. Shift first develops the acquisition strategy, target profiles, and valuation thesis. Then Shift executes the strategy and integrates the acquired firms into a new operating framework.

• Valuation Planning

• Strategic Targets Identification

• Mergers and Acquisition Pitching

• Corporate Legal and Transaction Execution

• Business Operating System Setup and Integration

• Merged Company Sale and Deal Process Management

Many founders have spent years building successful, thriving services firms but lack experience in finding an optimal exit outcome for their companies. Shift leverages decades of deal experience to advise founders on how to value their company and how to execute a selling process while allowing founders to focus on successfully operating their business.

• Preparing Accounting and Financials to Optimize Valuation

• Implementing Business Operating Systems

• Legal, Operational, and Diligence Execution

• Identifying Lawyers, Auditors, and Bankers

• Advising and Negotiating Deal Terms.

• Post Deal Support and Advisory