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EXPERTISE

Strategic Alliances

Business Development

Capital Formation

M&A

 

 
 
 

 

BUSINESS PLANNING AND
LEADERSHIP


Strategic Planning
• Financial Planning
• Business Plan Development
• Marketing / Operational Planning
• Company Expansion / Contraction
• Reorganization Plan
• Planning, Budget and Control Systems

Reporting System Development

FINANCING

• Presentations, Financial Negotiations
• Bank Financing
• Venture Capital Partnering
• Private Placements
• Investment

MANAGEMENT CONSULTING

• Advisory / Options Reviews
• Profitability Analysis
• Organization Evaluation / Streamlining
• Reorganization Plan / Implementation
• Management Changeover
• Expansion, Scaling and Outsourcing
• Build effective organizations and teams
• Onsite Management
• Recruiting Services

FACILITIES SITING

• Project location assessments
• Office location
• Regulatory requirements
• Government incentives

FINANCIAL MODELS

• Financial Projection Models
• Risk Evaluation Models
• Simulation Models
• Projection / Forecasting
• Local, State and Federal regulatory incentives
• Tax considerations and strategy
• Real Estate Buy / Hold /Sell Scenarios

ADVISORY TO OWNERS / MANAGEMENT

• Problem Solving and Workouts
• Insurance Program Management
• Portfolio Management
• Credit and Risk Assessment
• Vendor Negotiations

ACQUISITION / DISPOSITION SERVICES

• Full M&A services
• Scenario Simulation
• Research / Review
• Audit & due diligence
• Structure & financing

 
 
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