Structuring Clients Financially to Scale Fearlessly

Areas of Expertise

Financial Structuring

Customized Approach for Small Businesses pursuing Sale or Debt / Capital to Grow

  • Proprietary Stress Tests
  • Underwriting Preparation
  • Budgeting / Planning
  • Forecasting per SKU/Segment
  • Financial Projections/Models
  • Comprehensive Growth Strategy

Transactional Preparation and Negotiation

Buy and Sell side Strategic Planning and Representation

  • Evaluation of Market Conditions, Comparables and Differentiators  
  • Valuation Analysis
  • Valuation Improvement
  • Due-Diligence Preparation
  • Sell / Buy Presentations and Negotiations

Tailored Consulting

Strategic Planning, Business Advisory, and Organizational Analysis for Client / Partners

  • Revenue Stream Creation
  • Intellectual Property Strategy
  • Budgeting / Overhead
  • COGs Reduction
  • Manpower Studies
  • CapEx Strategy

Capital Campaign

Complete Line of Capital / Debt Tools for Business Owners.

  • Listing of 12k+ Accredited Investors
  • Capital Strategy
  • Pitch Deck Development
  • Financial Modeling
  • Custom Copywriting/ Pitch
  • Best-in-Market CRM for your Campaign
  • Ongoing Representation / Negotiation Training and Pitch Setting

STATS

108

Growth Strategies

29

Companies Co-launched

73%

Clients Reaching Profit

$468M USD

Capital Raised

CLIENTS

Image Hover Overlay Effect with Caption and Description
Image Hover Overlay Effect with Caption and Description
Image Hover Overlay Effect with Caption and Description
Image Hover Overlay Effect with Caption and Description
Image Hover Overlay Effect with Caption and Description
Image Hover Overlay Effect with Caption and Description
Image Hover Overlay Effect with Caption and Description
Image Hover Overlay Effect with Caption and Description
Image Hover Overlay Effect with Caption and Description
Image Hover Overlay Effect with Caption and Description
Image Hover Overlay Effect with Caption and Description
Image Hover Overlay Effect with Caption and Description
Image Hover Overlay Effect with Caption and Description
Image Hover Overlay Effect with Caption and Description
Image Hover Overlay Effect with Caption and Description
Image Hover Overlay Effect with Caption and Description
Image Hover Overlay Effect with Caption and Description
Image Hover Overlay Effect with Caption and Description
Image Hover Overlay Effect with Caption and Description
Image Hover Overlay Effect with Caption and Description
Image Hover Overlay Effect with Caption and Description
Image Hover Overlay Effect with Caption and Description
Image Hover Overlay Effect with Caption and Description
Image Hover Overlay Effect with Caption and Description
Image Hover Overlay Effect with Caption and Description
Image Hover Overlay Effect with Caption and Description
Image Hover Overlay Effect with Caption and Description
Image Hover Overlay Effect with Caption and Description
Image Hover Overlay Effect with Caption and Description
Image Hover Overlay Effect with Caption and Description