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Business & Strategic Plans
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Capital Raising - debt & equity
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Employee Stock Ownership Plans
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Exit Planning & Value Creation
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Investment Banking
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Mergers & Acquisitions
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Organizational Assessments
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Turnaround Assignments
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Valuations
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THREE STEP METHODOLOGY:
To help organizations faced with critical choices, we start each project with a thorough due
diligence review which involves a detailed examination of the finances, history, market,
organization and operations of the business. Next in cooperation with the CEO, we formulate
a strategic plan designed to meet the firms objectives. Finally, we assist to raise capital
and implement the approved plan. It is not unusual to discover that a capital shortage
problem is the result of internal actions. When this is the case, we recommend appropriate operational
measures.
COMPENSATION:
We are compensated on a retainer and expense basis, plus a contingent success fee
when appropriate. We provide our clients with a detailed proposal outlining the engagement
objectives, staffing and fees associated with the engagement.
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