Services

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Strategic consulting to identify growth opportunities, competitive advantage, revenue and profitability targets, and strategy execution

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M&A strategy as a growth accelerator

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Strategic acquisition advisory, due diligence and negotiation, post deal integration

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Organizational optimization, staff evaluation and team development

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Leadership skill training and long-term strategic planning

Financial management, budgeting, forecasting and planning

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Capital structure planning, optimization, and transaction execution

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Key Performance Indicator ("KPI") generation (e.g., profit margins, addressable market, client acquisition costs, client concentration)

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Accounting optimization and financial statement clean-up

Exit planning and strategic market positioning

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Deal evaluation and negotiation

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Consulting on post-closing financial considerations and planning

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Focus on family-owned and multi-generation businesses

Strategic, thoughtful, value-generating solutions to complex problems

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Evaluation and turnaround of under-performing business lines

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Loss of key manager or owner/manager

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Partner buyouts