Maximize Value and Minimize Risk in Your Financial Transactions
Navigating the complexities of buying or selling a business requires expertise, strategic insight, and meticulous execution. Our Capital Markets and Transaction Advisory Services ensure successful client outcomes.
How We Help You Succeed
Whether you're raising capital, executing a recapitalization, or preparing a business exit strategy, our team will guide you through every step to ensure optimal outcomes.
Enhance Operational Excellence and Value with a Comprehensive v360® Enterprise Value Roadmap
v360 is the ultimate value optimization experience designed to help you see your business as the market does. Our comprehensive report illustrates potential growth in value and delivers a set of actionable recommendations that, when adopted, will help enhance value beyond the numbers.
Navigate Complex Financial Transactions with Confidence
Deep Operational Knowledge
With over 30 years of experience and a knowledge set honed from working with more than 6,000 clients, our experts bring a wealth of operational knowledge to the table. Our Fractional CFOs are not just number crunchers; they are strategic advisors who have not only acted as key consultants in transactions, but many have spent substantial portions of their careers inside companies like our clients. They understand the intricacies of business operations across various industries and growth stages.
Client-Centric Focus
Our clients are at the heart of everything we do. We understand that each business is singular, with its own set of challenges and goals. Our approach is tailored to meet your organization's specific needs, providing relatable, accessible support.
Customized Solutions
Every transaction is unique, especially when it is your own. Our services are tailored to address your business's specific needs and goals. From initial valuation assessments to post-transaction integration, we provide comprehensive support that ensures seamless execution, maximized value, and peace of mind.
Pre-Acquisition HR Representation
Proactively addresses the myriad of operational People issues in a business combination, with a focus on the cultural disruption of a transaction. Through planning, internal messaging, and staff support, we seek to minimize negative impacts on staff and potential loss of talent and productivity.
Post-Sale HR Integration
Ensures smooth onboarding, payroll setup, and benefits administration post-transaction, along with appropriate and consistent messaging, effectively integrating two cultures into a unified, forward-moving organization.
Post-Sale Financial Integration
Facilitate the seamless integration of financial systems, including general ledger and purchase price allocation, and lead the operational integration of back-office functions.
Frequently Asked Questions
Components of a Successful Sale Transaction
After years spent pouring their life’s work into building a business, an owner invariably forms a perception of its worth. Yet, this perception often differs from…
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