Business Owner and Investor Matters

Meeting the Needs of Stakeholders (i.e. Owners, Investors, Creditors, etc)

As businesses take on additional funding, whether in the form or debt or capital, the business owner and management team take on the responsibility of consistently meeting the needs of these additional partners. Our team’s extensive experience provides a deep understanding of the perspective of these audiences and ability to deliver to their needs.  Having a healthy relationship with such business partners is productive to the growth of the business and important to success for all involved.

Specific Deliverables

  • Modeling to define cash flow needs
  • Business valuation support
  • Acquisition and divestiture analysis
  • Forecasting, modeling and planning
  • Owner succession planning
  • Analysis to support raise of capital