Strategy and M&A

Business Strategy And M&A Advisory

Reed helps owners plan growth, enter new markets and buy or sell a company, from preparation through integration after the deal closes.

Reed Hoagland, CPA and CMA, founder of Hoagland Financial Group

Strategy From Someone Who Has Run The Business

As Business Development Director at Leggett & Platt, Reed led strategic planning for new markets and business units with more than $500M in annual revenue, and represented the company in the divestiture of two businesses, working directly with private equity firms and investors.

For a sale or an acquisition, he prepares the financials, models the deal, works with your attorney, banker and any broker, and leads the integration after closing.

When owners call Reed

You want to grow but do not know which market or product to pursue

You plan to sell the company in the next few years

You found a company to buy and need it evaluated

A buyer has approached you

You closed a deal and need to combine the two companies

Strategy And M&A Services Reed Provides

Reed handles the financial and operating work on each step of a plan or a deal.

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Strategic planning

A written plan with targets, owners and dates, tied to your budget.

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Growth and business development

New markets, customers, products and locations evaluated with real margin data.

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Acquisition analysis

Financial models, valuation support and due diligence on target companies.

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Sale preparation

Clean financials, normalized earnings and documents ready before buyers look.

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Deal support

Coordination with your attorney, banker and broker from letter of intent to closing.

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Integration

Accounting, reporting, people and processes combined after the deal closes.

Reed Hoagland, fractional CFO in Pittsburg, Kansas

Reed Hoagland, CPA and CMA

Deal And Strategy Work Backed By 35 Years In The Business

As a division President, Reed grew net sales by $251M over seven years, and he has sat across the table from buyers when a business was sold.

CPA CMA 30 Years at Leggett & Platt Marquis Who’s Who 2024

How Working With Reed Works

Four steps from the first call to ongoing work.

01

Intro call

You and Reed talk about your numbers, your goals and what is not working.

02

Business assessment

Reed reviews your financial statements and operations and meets your team, at your location or by video call.

03

Plan and priorities

You get a ranked list of what to fix first and what Reed will do about each item.

04

Ongoing work

Reed works on a set schedule, in person and virtually, and reports results to you, your lender or your board.

Strategy And M&A Questions

Start one to three years before a sale. That gives time to clean up the financials, fix margin problems and show buyers a steady record of results.

Yes. Reed reviews the target company’s financial statements, builds a model of the combined business and runs due diligence on the numbers and operations.

Yes. Reed coordinates with your attorney, lender, tax CPA and any broker involved in the deal.

Yes. Reed leads the integration of accounting, reporting, people and processes, and can stay on as fractional CFO or COO.

Both. Reed works on a hybrid schedule. He meets with your team at your location when the work calls for it and works virtually the rest of the time. You and Reed set the mix that fits your company.

Reed Hoagland, fractional CFO in Pittsburg, Kansas

Question not listed here? Call Reed directly.

Call 620-404-1688

Kansas, Missouri, Oklahoma and Arkansas

Areas We Serve

Kansas

Pittsburg

Crawford County and Southeast Kansas

Missouri

Joplin

Jasper and Newton counties

Missouri

Springfield

Greene County and the Ozarks

Missouri

Kansas City

Jackson, Clay and Platte counties

Kansas

Wichita

Sedgwick County and South Central Kansas

Oklahoma

Tulsa

Tulsa County and Green Country

Arkansas

Northwest Arkansas

Rogers, Bentonville and Fayetteville

Missouri

St. Louis

St. Louis City and County

Book A Consultation With Reed

Pick a time on the calendar or call 620-404-1688. Reed works with clients in person and virtually in Kansas, Missouri, Oklahoma and Arkansas.

Connect with Reed on LinkedIn

Areas served

Pittsburg, Joplin, Kansas City, Springfield, Wichita, Tulsa, Northwest Arkansas and St. Louis

Hours (Central time)

Mon to Fri, 7 AM to 7 PM
Saturday, 8 AM to 12:30 PM