What We Do
Our mission is to become your Most Trusted Business Advisor by providing entrepreneurial business consulting in six key areas. By focusing on our strengths we are able to offer our clients solid advice in managing growth and building the value of their companies.
Financing Assistance
Your business is growing and you are looking to move into a new market which means you are going to have to increase your working capital line at your current bank. You need to replace some worn out equipment but do not have all the cash on hand needed to purchase the new equipment. How are you going to present this to your bank officer and is he going to be able to help you? We have spent a good portion of the last 30 years structuring and arranging financings for entrepreneurial business. Give us a call, it might save you a few grey hairs.
Strategic/Business Planning
What has you lying awake at night? Trying to figure out how to respond to changes in your market? Considering whether to make an acquisition or commit to growing the business organically? Considering taking on a new partner/shareholder?
Maybe it’s time we have a working lunch and discuss how the answers to these questions and others fit into your overall strategic plan.
Outsourced CFO Services
The CFO and his staff provide the critical information to management on which they base their operational decisions. Decisions which determine the success of the business.
Businesses in all stages of their development can have all kinds of reasons why they need to outsource some or all of the tasks that are traditionally performed by a CFO and his team. If your finance and accounting team needs some reinforcements; give us a call.
Board Advisory Services
The right group of well-informed directors can be a tremendous asset to owners and management of a business. Lessons they have learn and the advice they provide can be invaluable in the time and money it saves the business. We can help you get the most out of your board of directors.
Mergers & Acquisition Services
Buying the “right” business can be the single most important action you take on the road to achieving the company’s financial goals. Buying the “wrong” business or failing to integrate the “right” business into your operations can result in your company falling short of its goals. On a transaction this important, you should have an experienced team at your side.
International Expansion Services
Expanding your business internationally is a big step and can pay some very large rewards. There can also be some very significant risks and hurdles to overcome in operating outside the United States. Before you finalize the commitment to go international why not have a cup of coffee with folks that have boots on the ground experience in opening up and operating internationally?