Transaction Preparation and Planning

Sell-side Representation

Buy-side Representation

Recapitalizations – Minority and Majority

Capital & Finance Sourcing

Partnership Transitions

Generational Transitions

Build your case for buyers and investors

• Show compelling value drivers with results moving in the right direction. Value is all about the prediction of future cash flow with the “why” and “how” detailed to support future value.
• Present a Business Plan that details opportunities for a buyer or investor to add value.