Our advisors provide business financial advisory services to enhance the decision-making of your executives. 

We offer detailed cash flow analysis to improved the outcomes of your strategic decisions.

Our senior advisors serve on advisory boards and board of directors providing strategic guidance for our business clients.

Buying a business can be an efficient way to grow your enterprise…or it can be a big headache. Proper due diligence can ensure a buyer understands the opportunities and challenges of the target company and ultimately creates value by paying a fair price.

 Understanding the value of the target company is the first place to start. 

Employee Stock Ownership Plans (“ESOPs”) have become a common exit strategy for many privately-held companies.  ESOPs are a way for owners to receive fair market value for their company, ensure the continuity of their company while also keeping the company locally owned.  There are also many tremendous tax advantages to ESOPs.

Our advisors have been successfully setting up ESOPs since  1998. We use best practices to ensure the success of the ESOP. 

Having an experienced ESOP project manager will ensure a timely, successful ESOP transaction.

Selling a business requires planning and good project management. Most business owners experience this once in a lifetime. Staging your business with proper exit planning can ensure you achieve the highest possible value for your business. 

We provide expertise for family buyouts, management buyouts, sales to private equity, strategic buyers or ESOPs. We also assist with finding competitive financing.

The actual sale process is equally complex.  You need a qualified, experienced project manager to help you navigate the maze of issues, manage deadlines, coordinate with your other professional advisors, and ultimately achieve a successful outcome.