Finance Advisory
Mergers & Acquisitions
Business Planning
Corporate Structure
Is your organization structure optimal? What’s optimal for your organization may change through time and especially a few years before exiting, it is valuable to ensure your structure helps you accomplish your goals.
Restructuring
Your company isn’t operating optimally. You may be facing financial stress. We can modify the debt, operations, and structure of your company to limit that financial stress and improve the business. You may also want to do a partial exit and we can conduct you through that process.
Financial and Business Planning
A business plan and the accompanying financial plan is vital to a successful M&A transaction. We guide owners on how to develop and present business plans for capital raises.
Mergers & Acquisitions
Financing
Capital Raises
It takes money to make money. We work with Investment Bankers, Private Equity, Individual Investors, and Family Offices to ensure you meet your financial needs in an M&A transaction.
Debt Financing
There are many types of debt financing available on the market. Which one is right for you? With our deep understanding of your goals and your financials, we can guide you to the best financing and structure. We work with many providers and will offer a non-biased assessment.
