Our Services:
How We Help You Make Informed Decisions
Exit Strategy
- What is it?
- Options available
- How do I prepare?
- Minimize Risk
- Maximize value
- Tax & legal implications
- Financial planning
- Impact on employees & family
- Sell to whom?
- Seller or buyer financing
Raising Capital & Financing
- How much needed?
- What have I done so far?
- Lender or investor?
- Packaging your company
- Cash flow & proformas
- Return on investment
- Collateral & terms
- Representation
- Due diligence
- Credit score
- Working capital
Business Evaluations
- Cash flow
- Key factors identified
- Understanding variables
- Identifying strengths & weaknesses
- Trends
- How to increase value
- Due diligence
- Objective valuation
- Preparation
- Packaging
Commercial Real Estate
- Why? When? How?
- Building Value
- Investment Value
- Tax & Legal Implications
- Terms
- Representation
- Capital requirement
- Mortgage
- Buyer & seller representation
- Financial impact
Operational Improvements
- Quality
- Productivity increases
- Accurate estimating
- Increasing sales & profits
- Enhancing customer service
- Improve IT systems
- On-time deliveries
- Increase cash flow
- Proper management structure
Business Wealth Accumulation & Protection
- Investment products
- Retirement products
- Banking services
- Legal & tax services
- Insurance products
- Trusts
Every business has a cycle...it starts, it grows and it transitions.
