Our specialists work with you every step of the way to turn a stressful and time consuming effort into a smooth, stress free process.


 Our work includes:

  • Developing a complete historical and current situation analysis. Identifying all problems, opportunities, assets, and resources that can be leveraged into a highly compelling story. 
  • Constructing all forecasts, historical and pro-forma financial statements, marketing, financial, and operational plans.
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  • Preparation of a complete due diligence underwriting package that answers all potential questions before they’re asked. 
  • Source, negotiate, and assist with closing the  transaction. 
  • Post transaction, on-going financial and operational management support.