What we do:

R&M offers a 25-module program to assist business owners increase the value of their businesses and the value of their ownership interests in them. While this program was designed for the owners of medium-sized privately owned businesses generating an EBIT of over $3 million per annum, it has much broader application.

How it works:

R&M will do an initial assessment of your business. This will lead to a discussion on the areas (modules) that should be covered. Depending on the business and the needs of the owner concerned, some modules may be covered in more detail, others in less detail, and some skipped entirely.

Our way of doing business:

R&M does not seek term commitments, deposits, break-fees or minimum engagement periods. If the business owner concludes that R&M’s program is not offering sufficient value, he or she may terminate the engagement at any time without penalty.  R&M’s fees are generally payable per module in advance.

Whether there is a need for these services: 

Many business owners are either satisfied with the performance of their businesses or have resigned themselves to accepting that, for whatever reason, it underperforms. They generally believe that having run their business over many years, their business is operating as efficiently and effectively as it can. But is it?

As a business owner, how confident are you that there is no, or only little, room for improvement?  Here are just two related questions to ponder: One is, what are you or your leadership team doing to increase the value multiple or reduce the discount rate the market (bankers, investors, prospective buyers, et al) would apply to your business?  The other is, would you generally agree that it is easier to increase the value of your business by 50% by increasing the value multiple by 50%, from say 4 times EBIT to 6 times EBIT, than it is to increase revenues by 50% (while retaining the same profit margin)?

Whether the services are likely to help: 

R&M’s 25-module program shows business owners how to get top-quartile performance from their businesses and how to significantly increase the profits, return on capital and shareholder value of the business.

When to start:

Many of the modules cover topics relevant to increasing profits. It is however unlikely, but not out of the realm of possibility, any will result in an immediate and material increase in profits. It is more likely that the business will enjoy increasing profits over an extended timeframe. It is therefore important to start the process sooner rather than later and at least 7 to 8 years before you plan to retire or otherwise walk away from the business.

Principal advisor:

Unless otherwise agreed, the program will be provided by the firm’s founder and MD, Mark Morris. His qualifications include a Bachelor of Commerce, a post graduate Bachelor of Laws, and Master of Business law and various post graduate courses in finance and investments.  His Master of Business Law was essentially on the laws and rules of mergers and takeovers, buying and selling companies and major investments in companies.  Mark founded and has had an ongoing role in the Rogers Morris business since its inception in about 2003. Its main business has focussed on arranging syndicates to invest mainly in unlisted companies generating annual EBIT profits of $3 million to about $10 million.  Prior to establishing R&M, Mark worked as a project and structured finance executive for over 10 years after practicing law for a short time.