Advancing your goals along the full arc of business ownership
Strategy
Ownership Advisory
Establish Long Term Goals – develop a five year plan
Make Decisions – advice on critical strategic and tactical decisions
Track Progress – ongoing quarterly assessment of value creation
Manage Risk – anticipate risks and enact plans to mitigate
Sale Readiness
Process expectation management
Data Readiness – Financials, analytics, data room, documents
Management meeting preparation
Equity story telling
Management Advisory
Board/Ownership Communication – Board presentation assembly, reporting
Team Building – Organization chart development, hiring, training & development
Platform Building – IT/systems, audit and tax, insurance, platform marketing
Finance Functions – Budgeting, financial reporting, liquidity, lender relations
New Investment Opportunities
Identify areas of interest and develop investment strategies
Connect to potential partner executives
Create new deal opportunities – origination, execution, capital raising
Transaction Consulting
Assessment – Strategy, diligence, analytics, valuation
Transaction Execution – Negotiation and documentation
Capital Raising – Debt financing and/or equity investment
Planning – External and internal messaging, integration, projection modeling
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