Our business clients & private equity professionals experience significant planning requirements at the startup, growth and exit phases. We design our M&A advisory around these key phases to deliver:
Business Exit Planning: Our exit planning model aims to integrate a sound sale strategy into an effective sale preparation. We work with management to drive & defend value through disciplined financial & risk management. We focus our M&A advisory to family & closely-held businesses, serviced by our affiliated CPA firm, who wish to retain us for the planning & execution of a company full sale. For venture backed start-ups & lower middle market companies, we provide transaction advisory on an exit in coordination with management and its representatives.