Areas of Support

Sale, Merger, & Acquisition

As experienced entreprenuers and business owners we bring a complete understanding from the owners perspective. Our services grew out of fellow business owners reaching out to get assistance with the complexities of a sale or merger. Our approach is to work closely with the owner to not only prepare the company for a sale that will maximize owner value but support the owner in the additional emotional aspects that come with selling a business. Planning employee transitions, supporting the transition, determining next steps for the owner, and navigating partnership challenges.

Business Strategy Development

Crafting a clear and actionable business strategy is crucial for any small business. We will help you define your mission, vision, and objectives, ensuring your business is well-positioned for growth.

Financial Planning and Analysis

Understanding your financial health is vital. Our experts provide financial planning, forecasting, and analysis to help you make informed decisions and optimize your resources.

Supporting Business Valuations

Often small and mid-size business owners have their personal investments and business usage tied up in the business. Things like building ownership, automobile leases, home offices have been appropriately used to minimize taxes and create wealth for the owner. However, these items can impact the value in an acquisition or can impede a sale from an attractive buyer. We can help the owner develop strategies that support overall valuation to maximize the offer from buyers while making appropriate decisions for the various assets especially business owned real estate.

General Business Support

We have a wealth of knowledge and experiecne that can be assist in a wide arrange of business challenges. From managing growth, to increasing the HR function to enhancing marketing strategy, we can customize support for your particular needs. If we feel we are not a fit for your particular need, we will be sure to find resources that can best assist the owner with their needs.