Client: National Nonprofit Objectives Create and administer a structured performance and planning process for outsourced functions and partners Our Role Designed a formal performance rating and future-planning framework Independently administered the initial process...

Client: First-Time Entrepreneur Objectives Identify “large rock” business issues Assess whether the negotiated purchase price was reasonable Obtain guidance for a successful acquisition Our Role Performed high-level due diligence Evaluated historical financial...

Client: Multi-Generation Family-Owned HVAC Contractor Objective: Initially engaged to reduce family-business tension and mediate recurring disagreements Our Role: Conducted a structured assessment of management practices and third-generation leadership readiness...

Client: Financially Distressed Ag-Industry Manufacturer Objectives: Reduce operating losses without sacrificing key positions needed for recovery Build management team alignment on the most viable path forward Strengthen employee motivation, engagement, and...

Client: NFL Players Support Organization Objective: Develop a plan to transition accounting, IT, and HR functions in-house Our Role: Provided subject-matter expertise for accounting, IT, HR, and change management Assessed outsourced services, staffing needs,...

Client: Privately Owned Medical Practice Objectives: Determine maximum practice valuation Negotiate a fair broker success fee and agreement Maximize sale proceeds while preserving company culture Our Role: Advised owners throughout a comprehensive sale process...

Client: National Medical Specialty Board Objective: Enhance the effectiveness of accounting, finance, and HR functions Our Role: Conducted an in-depth review of roles, personnel, processes, technology, and external partners Collected insights through surveys, on-site...

Client: Privately Owned Recycling Business Objectives: Create a strategic plan to guide the new management team’s expansion efforts Prepare for a successful family ownership and leadership transition Secure professional business mentorship Our Role: Facilitated a...

Client: Beneficiary of a Large Family Trust Client Objective: Assess the completeness and accuracy of the final trust accounting. Our Assistance: Reviewed client concerns, background information, and initial supporting documentation. Analyzed tax returns, financial...

Client: Specialty Construction Subcontractor Client Objective: Estimate the business’s value based on EBITDA for a potential sale to key employees. Our Assistance: Analyzed recent financial performance in detail. Developed a defendable, adjusted recurring EBITDA...