Consulting Services

Prepare for Sale of the Business

You worked hard to build your business and now you want to sell it. Will you get fair value for your efforts? Determining the value of a business is often the first step in the process of selling a business. But it shouldn’t stop there. If your business has multiple segments do you understand how much profit is being contributed by each of these segments? This is a very important element of the strategy of selling your business. We can help you analyze your business to maximize its value. We can also identify sources of value and areas of your business that can be improved. For example, does the business have excess assets that can be sold before the sale of the business without impacting the value of the business?

Retirement/Exit Strategy Planning

Most business owners do not plan ahead for the time when they will decide to sell their business. Often when they make up their mind to sell, the business isn’t worth what they had hoped. Don’t wait until a few months before you plan to retire to plan your exit strategy. Your succession planning should begin well in advance of your planned exit from the business. Your planning should actually begin on day one! A formal plan for a transfer of ownership should be high on your priorities. Don’t leave your spouse or heirs in the position of having to make the biggest business/financial decision of their lives without a comprehensive plan.

Employee Stock Ownership Plans (ESOPs)

Is an ESOP the best exit strategy for you? We will guide you through the evaluation process to determine the best way to meet your goals with no bias toward a specific strategy.

Cash Flow

Probably the number one reason for businesses needing assistance. Counter to many people’s intuition, a growing business normally requires more cash than a dying business so there is no shame in asking for help.

Obtaining Loans & Financing

Applying for bank loans or financing for your business can be frustrating and time-consuming. Through our preferred partner program, we have Commercial Loan Consultants who work with you to navigate the SBA, Patriot Express or Conventional Loan Processes.

Eliminating Personal Guarantees for Business Liabilities

As your business became successful, capital was readily available with personal guarantees. Now that your business is mature, we can help you eliminate those personal guarantees and develop a strategy for converting them to cash and freedom from worry through our extensive relationships in the Private Equity markets.

Improving Sales/Profit Margins

Are you seeing higher prices for raw materials and labor at the same time as customers are resisting price increases? We can help you develop and implement a strategy to improve the profitability of your company.

Desire to Grow the Business

We can help you analyze your business to determine which segment of your business is the most profitable and thereby determine the best and most profitable path to growth.

Lower Margins/Increased Competition

Are your margins being squeezed by your customers or your competition? Are your competitors outsourcing overseas? Are there more competitors moving into your business? We will work with you to target opportunities and execute strategies to counter these external pressures.

Strategic Planning/Business Plan Development

“If you don’t know where you’re going it doesn’t matter how you get there.” Every business needs a plan and, increasingly, lenders require a business plan prior to approving a business loan or a credit line. Every company should have a Strategic Plan that is reviewed regularly. We can help you develop a plan including performing relevant market research for your industry in your marketplace.

Commercial Real Estate Services

Do you need expert advice regarding a relocation, lease or sale comps, lease negotiations, or site selection? We are experts in Commercial Real Estate and provide a full range of services for our clients.