Business Services
It’s our privilege to partner with you in building your business to reach its fullest potential.
Services • M&A Consultants & Advisors
Monthly Financial & Operational Reviews
Establish a rhythm of financial and operational discipline. Monthly meetings are designed to provide you with the structure, systems, and value of a traditional board meeting. Meetings support the company by providing a comprehensive business check-in and discussion. They include:
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Review of company dashboard
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Review of financial statements
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Discussion on driving revenue
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Monthly business cycle topic
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Discussion of other issues as needed
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Mergers & Aquisitions
Understand the market value of your company and receive day-to-day guidance on transaction planning. The sale of a company usually entails these phases:
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Value analysis
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Informational package to buyer
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Term sheet/LOI
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Due Diligence
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Documentation/Closing
We can also provide recommendations on buy-sell agreements between existing or new partners.
Strategic Planning
Develop a multi-year strategic plan for growth and/or leadership transition. The strategic plan may include a SWOT analysis, strategic initiatives, a financial model/projections, key performance indicators, and a dashboard for tracking progress on plan.
