Advisory & Consulting Services

We provide a wide range of small business advisory services based on the objectives of enhancing Busines Value, Growth, Capital, and Exit Planning

What we do...

Most of our clients have never bought or sold a business.  They will usually only be involved in either transaction once in their lifetime.  We are a full-service small business advisory firm with a vast network of resources and experience available for our clients.  Our services are meant to enhance the value of the businesses within our community.  

Sell a Business

With our local presence and access to the most advanced sales and marketing processes in the industry, we will help you determine the right value and strategy for meeting your exit goals.

Buy a Business

We can help you navigate the complex and challenging process of finding, negotiating, valuing, due diligence, closing, and transfer. You will appreciate our experience and resources on your side.

Commercial Real Estate

Our experienced team of local professionals have over 50 years of combined real estate experience, selling, leasing, buying, and financing.

Value a Business

Our experienced and qualified staff of professional business appraisers and analysts can provide USPAP compliant valuations and appraisals.

Consulting/CFO Services

We will improve company value through our proven value growth strategy and tools. Experience significant growth by focusing on high ROI opportunities.

Capitalize a Business

We can help you obtain growth capital or the remove personal guarantees via recapitalization. Under capitalization is a major obstacle to growing a company.

Grow a Business

Identify high ROI opportunities to grow your business value with our CoreValue Discovery and Deep Dive assessment tools.

Exit Planning

Exit planning begins with understanding who is most likely to buy your business and how much are you likely to net.

Mergers & Acquisitions

If the buyer of your company is likely to be another company or private equity group, you will need our extensive network of experts and resources on your side.

Contact us to schedule a confidential discovery meeting!

Tell us how we can help you.