Consulting

As an advisor focused on growing value, we provide consulting services that include;

  • Redemption of shares owned by minority shareholders
  • Succession planning for family businesses
  • A sale to management or employees, including Employee Incentive Compensation Plans and ESOPs
  • Executive search and management recruitment 
  • Workout strategies for troubled companies
  • Organizational development and full-service strategic plans
  • Brand building and media relations
  • Market assessments
  • Valuations
  • Conflict resolution
  • Expert witness testimony
  • Exit planning
  • CFO services
  • Compliance audits for investors and lender
“After working with many other investment bankers. I now know how professional you are.”
James Moore
CEO, Atlantic Soft Drink Company