First use our Proprietary Software and Analytics for Expense Reduction, Profit Recovery and P&L Optimization.

Then at your option:

Continue to improve profits year after year, or

Exit your Business at the right time at the maximum value.

Using a multi-disciplinary approach along with Proprietary Software and Analytics, Deep Dive into Your Financials like never before! Find Your Hidden Profits!

Build the value of your businesses then, at your discretion, transition your business at the right time, at the right price..

Expense Reduction Services

By using our Expense Manager Services we automatically Reduce fixed costs and increase earnings by lowering vendor and supplier costs, without compromise to quality and service.

Discover savings that you never knew existed. One of our industry specific trusted advisors will run an analysis to show you what type of savings or solutions are available for your organization.

We will help you reduce operating overhead by 10% to 20% we are successfully over 90% of the time. This translates to an improved enterprise value

Why pay more?

Find Your Hidden Profits

Our Proprietary Software and Analytics suite is a cloud based solution. We load 4 years of financials into the system, then by mining the data, tracking trends, identifying problematic areas to make needed changes in the company in order to recover hidden profits that have alwas been there

In today's challenging business landscape, Business Owners and Trusted Advisors are faced with bringing more value to their businesses and clients. You need a game changer. Babcock Advisors gives you that advantage..

Be Bold. Be Profitable!

Exit your company at the Right Price

When you are ready, our deal team will distribute marketing documentation to private equity, family offices, offshore buyers, corporate strategics, and individual investors, with the goal of creating a limited auction for your company.

Deal structuring can be as crucial to your overall success as any other part of the process – perhaps more so. Having worked with you from the outset, our deal makers understand your personal and professional situation, and can work to structure a deal that achieves your current and future requirements.

Exit at the Right Price

Commercial Contractor 2015 - 2016 Comparisons

Opportunity: In 2015, their Hidden Profits were $220,190 or 4.73% of $4,653,681 annual revenue. Solution: Engagement with this client using the Profit Recovery Platform (PRP) was an awareness and accountability experience bringing clarity of the real financial story to the business owner. Outcome: From 2014 – 2016 there was an overall net gain of 41.80% or $2,413,672 based on Revenue, Gross and Net Margins and Hidden Profits of which were $129,345. There are an additional $204,040 in Hidden Profits uncovered in 2016 to work on in 2017.
Expense Reduction Commercial Contractor
P&L Optimization
Commercial Contractor
Commercial Contractor is a repeat client earning an Excellent rating of 24.03% comparing the outcome of their performance from 2015-2016 based on increased Revenue by $1,120,654, increased Gross Margin by $256,690, increased Net Margin by $142,231 and decreased Hidden Profits by $16,150. Working with this client since 2013 there has been an overall net gain of 41.80% or $2,929,978. Over 4-years increased Revenue by $2,330,076, increased Gross Margin by $357,074, increased Net Margin by $113,483 and decreased Hidden Profits by $129,345. There are an additional $204,040 in Hidden Profit opportunities uncovered in 2016 to work on in 2017.

Credit Union 2015 - 2016 Comparisons

Opportunity: In 2016 their Hidden Profits were $1,857,955 or 8.32% of $22,331,194 annual revenue. Solution: Engagement with this client using the Profit Recovery Platform (PRP) was an awareness and accountability experience bringing clarity of the real financial story to the business owner. Outcome: Yet to be determined, however; with $1,857,955 in Hidden Profits uncovered in 2016 to work on in 2017.
Credit Union Expense Reduction
Credit Union P&L Optimization
Credit Union was a new client earning an Average rating of 7.76% comparing the outcome of their performance from 2015-2016 based on increased Revenue by $1,783,264, decreased Gross Margin by $803,962, increased Net Margin by $59,950 and increased Hidden Profits by $362,066. There are $1,857,955 in Hidden Profit opportunities uncovered in 2016 to work on in 2017.



Dentist 2015 - 2016 Comparisons

Opportunity: In 2015 their Hidden Profits were $28,531 or 3.32% of $859,042 annual revenue. Solution: Engagement with this client using the Profit Recovery Platform (PRP) was an awareness and accountability experience bringing clarity of the real financial story to the business owner. Outcome: From 2014 – 2016 there was an overall net gain of 38.41% or $559,061 based on Revenue, Gross and Net Margins and Hidden Profits of which were $29,072. There are an additional $22,017 in Hidden Profits uncovered in 2016 to work on in 2017.
Dentist Expense Reduction
Dentist P&L Optimization
Dentist is a repeat client earning an Excellent rating of 25.85% comparing the outcome of their performance from 2015-2016 based on increased Revenue by $110,041, increased Gross Margin by $115,302, increased Net Margin by $96,513 and decreased Hidden Profits by $100,912. Working with this client since 2014 there has been an overall net gain of 38.41% or $559,061. Over 3-years increased Revenue by $252,027, increased Gross Margin by $196,432 increased Net Margin by $91,604 and decreased Hidden Profits by $18,998. There are $22,017 in Hidden Profit opportunities uncovered in 2016 to work on in 2017.

Engineering Company 2015 - 2016 Comparisons

Opportunity: In 2016 their Hidden Profits were $243,460 or 13.67% of $1,781,602 annual revenue. Solution: Engagement with this client using the Profit Recovery Platform (PRP) was an awareness and accountability experience bringing clarity of the real financial story to the business owner. Outcome: Yet to be determined, however; with $243,460 in Hidden Profits uncovered in 2016 to work on in 2017.
Expense Reduction Engineering Company
P&L Optimization Engineering Company
Engineering Company was a new client earning a Poor rating of -0.42% comparing the outcome of their performance from 2015-2016 based on increased Revenue by $248,985, decreased Gross Margin by $159,198, decreased Net Margin by $26,068 and increased Hidden Profits by $165,755. There are $243,460 in Hidden Profit opportunities uncovered in 2016 to work on in 2017.



Equipment Sales & Service 2014 - 2015 Comparisons

Opportunity: In 2014 their Hidden Profits were $127,529 or 9.95% of $1,281,135 annual revenue. Solution: Engagement with this client using the Profit Recovery Platform (PRP) was an awareness and accountability experience bringing clarity of the real financial story to the business owner. Outcome: From 2013 – 2015 there was an overall net gain of 64.06% or $844,538 based on Revenue, Gross and Net Margins and Hidden Profits of which were $159,834. The company sold in 2016.
Expense Reduction Equipment Sales & Service
P&L Optimization Equipment Sales & Service
Equipment Sales and Service is a repeat client earning a Good rating of 19.48% comparing the outcome of their performance from 2015-2016 based on their increased Revenue by $32,369, increased Gross Margin by $67,013, increased Net Margin by $96,615 and decreased Hidden Profit by $70,141. Working with this client since 2013 there has been an overall net gain of 64.06% or $844,538. Over 4-years increased Revenue by $325,618, increased Gross Margin by $160,608, increased Net Margin by $198,478 and decreased Hidden Profits by $159,834. This business was sold in 2016.

General Contractor 2015 - 2016 Comparisons

Opportunity: In 2015 their Hidden Profits were $132,742 or 25.18% of $527,172 annual revenue. Solution: Engagement with this client using the Profit Recovery Platform (PRP) was an awareness and accountability experience bringing clarity of the real financial story to the business owner. Outcome: From 2014 – 2016 there was an overall net gain of 32.12% or $371,489 based on Revenue, Gross and Net Margins and Hidden Profits of which were $70,269. There are an additional $237,718 in Hidden Profits uncovered in 2016 to work on in 2017.
Expense Reduction General Contractor
General Contractor P&L Optimization
General Contractor is a repeat client earning an Excellent rating of 72.69% comparing the outcome of their performance from 2015-2016 based on increased Revenue by $562,278, increased Gross Margin by $131,541, increased Net Margin by $89,196 and increased Hidden Profits by $104,976. Working with this client since 2014 there has been an overall net gain of 32.12% or $371,489. Over 3-years increased Revenue by $399,610, increased Gross Margin by $399,610, increased Net Margin by $7,237 and increased Hidden Profits by $42,701. There are $237,718 in Hidden Profit opportunities uncovered in 2016 to work on in 2017.

Hardware Store 2015 - 2016 Comparisons

Opportunity: In 2015 their Hidden Profits were $134,257 or 9.95% of $1,348,922 annual revenue. Solution: Engagement with this client using the Profit Recovery Platform (PRP) was an awareness and accountability experience bringing clarity of the real financial story to the business owner. Outcome: From 2014 – 2016 there was an overall net gain of 39.83% or $437,176 based on Revenue, Gross and Net Margins and Hidden Profits of which were $214,470. There are an additional $49,622 in Hidden Profits uncovered in 2016 to work on in 2017.
Expense Reduction Hardware Store
P&L Optimization Hardware Store
  Hardware Store is a repeat client earning a Poor rating of -1.16% comparing the outcome of their performance from 2015-2016 based on their decreased Revenue by $251,112, increased Gross Margin by $2,395, increased Net Margin by $108,130 and decreased Hidden Profits by $82,890. Working with this client since 2014 there has been an overall net gain of 39.83% or $437,176. Over 3-years decreased Revenue by $9,425, increased Gross Margin by $93,393, increased Net Margin by $138,738 and decreased Hidden Profits by $214,470. There are $49,622 in Hidden Profit opportunities uncovered in 2016 to work on in 2017.

Hotel 2015 - 2016 Comparisons

Opportunity: In 2016 their Hidden Profits were or $268,535 or 6.47% of $4,152,650 annual revenue. Solution: Engagement with this client using the Profit Recovery Platform (PRP) was an awareness and accountability experience bringing clarity of the real financial story to the business owner. Outcome: Yet to be determined, however; with $268,535 in Hidden Profits uncovered in 2016 to work on in 2017.
Expense Reduction Hotel
 
Hotel P&L Optimization
Hotel was a new client earning an Excellent rating of 23.13% comparing the outcome of their performance from 2015-2016 based on increased Revenue by $567,004, increased Gross Margin by $386,066, increased Net Margin by $285,796 and increased Hidden Profits by $15,710. There are $268,535 in Hidden Profit opportunities uncovered in 2016 to work on in 2017.



GOING TO MARKET

Whether it is the day you receive your company’s valuation or five years down the line, we’ll do everything that’s needed to take your company to market. This starts with creating the kind of comprehensive documentation needed to attract optimal buyers and investors. Once it’s complete we’ll draw up a specific marketing plan for your business, as well as introducing you to tens of thousands of global buyers who have a combined $2 trillion to spend on acquiring businesses such as yours.

DEAL CLOSURE

When you decide to accept an offer, our work is only half finished. Deal structuring can be as crucial to your overall success as any other part of the process – perhaps more so. Having worked with you from the outset, our deal makers understand your personal and professional situation, and can work to structure a deal that achieves your current and future requirements.

The Financial Report Analysis allows us to analyze business financial statements and processes to better understand the financial health and stability of a company. The process also helps us identify hidden business profits, in turn finding ways to create more efficiency, cash flow, and profits. The charts below represent a number of key areas that we evaluate during the Financial Report Analysis. • Learn more about what drives your margins and profits • Get recommendations on adjustments • Bar and Pie Charts

Babcock Advisors has created a truly unique cloud based platform that mines the data from 4 years of financials, tracks trends, flags problematic areas and finds areas of growth opportunity. It then shows you where to make the needed adjustments to become more profitable, so your business can find your Hidden Profits and return them to the bottom line.

Our Web based platform features an attractive and easy-to-use interface that helps you monitor your finances and much more including... • Break Even Analysis • Budget Builder • Financial Report Analysis