Financial Advisory

Empowering business owners to achieve their strategic objectives.

Transition assessment

Many business owners wait too long before assessing all their options, which often times leads to a significantly reduced exit value. Our Transition Assessment program helps business owners evaluate options up to 3 to 5 years in advance an anticipated sale event.

Financial due diligence

We offer customized financial advisory services depending on the needs of our clients. These services can include a quality of earnings assessment, a working capital analysis, flux analysis of the balance sheet and P&L and other agreed upon procedures to help you mitigate transaction risks.

Business valuations

We prepare valuation models and full reports to support our clients in a variety of applications from M&A transactions to estate planning, divorce settlements, buy/sell agreements, expert testimony and goodwill impairment testing.

Distressed situations

For businesses with cash flow challenges, our team has advised in many distressed situations over the years. We have advised through work-out situations with lenders by implementing internal controls over cash management and weekly cash flow modeling. We have also advised in a number of Chapter 11 Section 363 sales to work with the bankruptcy court to maxime value for all constituents.

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