We work closely with our clients, and their trusted legal and accounting advisers, to prepare them for the capital markets and effectively present their company to sophisticated investors and strategic partners.

Depending on the objectives of each engagement, our consulting practice can support management's efforts to assemble the strategy and materials required to complete the proposed investment banking and business development transactions; including the creation of PowerPoint overviews, business plans, and financial models that support management's business assumptions and projections.  We can also assist with financial due diligence, CPA selection, and referrals to other professionals / consultants with specialized skills and industry expertise.

Strategic Planning

PreparING

company overviews

business plans

FINANCIAL forecasts

offering materialS

DUE DILIGENCE rooms

Mentoring

MENTORING

sTRATEGY ASSESSMENTS

investor PRESENTATIONS

corporate COMMUNICATIONS

NEGOTIATIONS

referals