Private Business Advisory

There are times that a private business owner needs professional strategic and management skills for their business. The business may be in growth mode, the valuation or earnings may not be where it needs to be or the business owner may need an independent professional to monitor the finances while they extract themselves from day to day operations.

Whatever the case, our professionals can provide timely, executive level financial insight to the privately held business owner. We can also provide pre-positioning services for those owners wishing to prepare their business for sale or we can provide consulting services for business owners not currently seeking a liquidation event.

We specialize in all aspects of financial management. We can help with operations and equipment financing, expansion strategies, entity restructuring, internal succession plans, valuations, and fiscal monitoring for owners/boards.

In addition, we are able to identify and recruit key executive level management and design executive level compensation plans.