Our Services

Our service offering is aimed at small to mid-market businesses who want to access best in class advice, to make best in class decisions.

We are living through a transformational period of time, where the post-pandemic macro environment is rife with baby boomers who want to sell businesses, colliding with a workforce that is all the more entrepreneurial and want to be their own boss.

Our services are tailored to business leaders on both sides of this phenomenon and everyone in between.

  • Our M&A transaction services provide comprehensive assistance throughout the entire merger and acquisition process. We help businesses identify potential targets or buyers, conduct thorough due diligence, and negotiate favorable terms to maximize value. Our experienced team works closely with clients to navigate complex regulatory environments and ensure a smooth transition during the transaction. With our expert guidance, you can make informed decisions that align with your strategic goals for sustainable growth. 

    We have over 17 years of experience in providing M&A Advisory Services to buyers and sellers alike.  This includes:

    ·                 Deal Origination

    ·                 Target Facing Negotiations

    ·                 Deal Execution

    ·                 Due Diligence

    ·                 Deal Modelling

    ·                 Working Capital Pegs

    ·                 Deferred Revenue Analysis

  • We offer expert CFO services tailored to meet the financial needs of your business. Whether you require temporary support or long-term advisory solutions, our skilled professionals bring extensive experience in financial management, strategy, budgeting, forecasting and reporting. By utilizing advanced analytical tools, we help optimize cash flow, enhance profitability, manage risks and establish clear financial roadmaps that drive success while allowing you to focus on core operations.

    Facing a leadership gap?  Let us provide you with top talent to move your needle forward, without having to immediately invest in a full-time hire.  Our services include:

    ·                 Interim CFO services

    ·                 Fractional CFO services

    ·                 Financial Advisory

    ·                 Business Advisory

    ·                 Fractional CSO services

  • Our valuation experts utilize recognized methodologies and industry benchmarks ensuring reliable outcomes suited for diverse scenarios such as tax planning, mergers & acquisitions, investment appraisals and litigation support. Through thorough research, market analysis and stakeholder engagement our process accommodates unique circumstances in delivering precise insights that empower confident choices.

    Our team of CBVs are at your service.  Our services include valuations for:

    ·                    Estate Tax Planning

    ·                    Corporate Tax Planning/ Legal Entity  Reorganizations

    ·                    Litigation Support

    ·                    Shareholder Disputes

    ·                    Purchase Price Accounting

    ·                    Fairness Opinions

  • Our team conducts thorough market analysis to help clients make informed decisions. By assessing local trends, property values, and economic indicators we provide insight into the best investment opportunities available. Our expertise allows us to identify emerging markets and potential risks ensuring our clients are equipped with accurate data for strategic planning. We empower investors by delivering reports that highlight key metrics crucial for successful real estate ventures.

     

    Our team of licensed Realtors are at your service.  Our services include:

    ·                 Deal Origination

    ·                 Investment Planning/Thesis

    ·                 Deal Execution

    ·                 Deal Structuring Analysis

    ·                 Site Analysis

    ·                 Highest and Best Use Analysis