CONSULTING SERVICES

Sometimes the answer of what to do or how to get there is unclear.

Or, you want to start planning now to monetize the business, but have a handful of issues that taken some planning and execution.

Even if a transaction is well down the road, there is a multitude of potential services that our senior deal professional can tackle for your situation. Available for a fixed fee on a monthly or hourly basis.

Contact Us

SERVICES OFFERING

  • STRATEGIC ASSESSMENT

    Review the range of options, including sale today vs later, PE vs strategic sale options, private equity recapitalization, management buyout, fund to fund transfers.

  • PRE-SALE PLANNING

    Tackle succession planning. Build a M&A pipeline. Identify major deal impediments to either fix or plan around. Find the best attorney or accountant prior to launching a process.

  • IB SELECTION

    Sometimes the best sell-side advisor is an industry expert or individual across the country you've never heard of. Let us put you in the room with the right advisor to sell your business.

  • CONTRACT SERVICES

    Outsourced advisory services for investment bankers who are stretched thin and need to move deals forward. Or, great PE firms who need extra help on a project-basis without the burden of a permanent senior hire.

  • OPERATING PARTNER SERVICES

    Tackle cost-savings initiatives. Negotiate with creditors. Upgrade financial systems or get ahead of items that can later be presented as addbacks. Most interaction at portfolio company level.

Contact Us