Business Value Enhancement & Transaction Services

We are strategic advisors supporting the entrepreneur at critical transition points. Challenges inherent in start-up, growth, and exit phases are where we find opportunities to add significant support and value to our clients. We bring an objective, seasoned perspective offering the following services:

  • Business plans
  • Entity selection and set-up
  • Budgeting, modeling and forecasting
  • Compensation plans
  • Consulting on governance structures
  • Practice management consulting
  • Personnel searches
  • Business succession planning
    • Business sustainability assessment
    • Employee stock ownership plan (ESOP) transactions
    • Ownership transfer methods
  • Equity transactions
    • Buy-side consulting
    • Sell-side consulting
  • Due diligence analysis
  • Strategic debt financing
  • Equity formation
  • Business recapitalization
  • Distressed business strategies
  • Quality of earnings analysis
  • Valuation support services