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...

Client’s Objectives Obtain expansion facility financing Submit a compelling early-stage business loan application package Quantify future performance expectations in projected financial statements Assistance Prepared comprehensive financial statement projection model,...

Client’s Objective Receive advice on selling the parts wholesale portion of their business Assistance Critiqued an acquaintance’s letter of intent Restated parts wholesale carved-out earnings estimate Provided IBISWorld industry trend and DealStats EBITDA sale...