Advisory Services

Our advisory services help owners prepare for a transaction, now or in the future. Though the business type and situation may vary, we seek ways to achieve an effective exit and appropriate ownership transfer. We bring transaction experience to the discussion, identifying enhancements that will make a transfer most effective. With the owner’s goals at the center, the general focus is preparing for an external sale, management buyout, generational shift or transfer to employees.

Preparation

Every business faces internal challenges in preparing for a transition. Owners focus on building the business, but often put off preparing for “the next phase.” For this reason, we provide advisory services aimed at helping owners transition their companies so they are more saleable. Services include the following:

  • Strategic planning and implementation
  • Identify remedies to improve enterprise value
  • Financial analysis and tools
  • Streamlining internal, external financial reporting and compliance
  • Restructuring, acquisition analysis and implementation
  • Pre-due diligence review and preparation
  • Identify ways to demonstrate sustainability of performance and ROI

What our clients are saying...

“Skip and I continue to be grateful for all you have done to make the sale of Pure Flow come to fruition…your expertise, character and perseverance.”

- Mary Iltis, Seller

Pure-Flow