Strategic Advisory

Helping Business Owners Prepare for the Future Sale of Their Companies

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We act as trusted advisors, providing practical and objective guidance focused on identifying, evaluating, and implementing exit and liquidity strategies tailored to each client's unique objectives and circumstances.​

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Our senior level professionals have the broad as well as deep experience and expertise necessary to thoroughly evaluate the financial feasibility of a range of strategic alternatives available to private companies including:

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• Business sales, mergers, and acquisitions

• Spin-offs, split-offs, and divestitures

• Employee stock ownership plans (ESOPs)

• Equity-based compensation plans

• Management buyouts

• Sale to family members

• Shareholder buy-outs and buy-ins

• Private equity financings and recapitalizations

• Investment projects and opportunities

 

As trusted advisors, we help business owners throughout the exit and liquidity planning process with the goal of maximizing business value, company marketability, and financial proceeds upon an exit or liquidity event.