Investment Advisory

Investment advisory services relate to the extensive work needed to engage with prospective buyers or sellers, depending on the client’s specific side of the transaction.  Early planning is always advised, so as owners decide they want to consider options for succession planning, we can work collaboratively with legal counsel and tax experts to ensure that maximum value can be achieved through the development of long to mid-range plans that allow for the creation of a smooth transition to new owners with minimum disruption to the business.  If a business is undergoing financial difficulties, there may be options to assess the business prior to deciding whether to sell at liquidation-level pricing or file for protection under bankruptcy code.  Another component of this practice area is assisting owners and executives with decision making.  Using quantitative and qualitative analytical tools we can provide critical insights that provide objective solutions to high risk decisions.