Advisory Services

We have a long history of success. We think a lot of that has to do with our ability to tailor our corporate finance services to specific situations and needs. We bring experience and expertise so you can feel confident making important decisions for your business in difficult situations.

Expert Testimony

Expert Testimony

If your company is involved in civil litigation, you will need an expert to help explain to the court complicated issues like lost profits, business valuation, business acquisitions, securities transactions and other corporate finance issues. Our managing directors have the experience and the communication skills to serve as experts on your behalf.

Opinion Services

Opinion Services

Frequently, boards need advisors to assist them in their evaluation of significant transactions or strategic decisions. Our managing directors have the necessary experience to provide thorough and independent opinions to directors when making these major decisions. We bring our financial experience to bear on the transaction or decision and its market context.

Companies have come to us seeking advice on acquisitions and divestitures, the valuation of shares and options, or terms included in related party transactions. Sometimes boards or owners approach us for our opinions about their company’s prospects and strategic alternatives.

Strategy Advisory

Strategy Advisory

If you’re thinking about making a change, our senior professionals can provide an independent and experienced look at your business and its prospects. Our clients benefit from our long history of working with business owners. We can work with you to develop an objective view of industry conditions and your company's position.

Along with your management, we develop a detailed strategy to support your efforts to sell your business or raise capital.

Succession Planning

Succession Planning

Preserving family ownership, preparing the business to grow, and properly allocating risk and reward can be a challenge. Regardless of your personal objectives, your family’s involvement in the business, the health of your company, or industry conditions, it’s never too early to consider and plan for management and ownership succession.  Like any other plan, it requires a thoughtful process and good communications, a couple of things we know something about.  We’ve helped families plan for and implement effective succession plans, either in anticipation or as part of a liquidity event.