Shareholder value growth & liquidity strategy
Maximizing shareholder value and liquidity by proper business positioning, competitive differentiation, intellectual property protection, market size definition, and liquidity partner identification.
Business growth strategy & financial model creation
Creation of a financial model to define and guide implementation of a growth plan including capital requirements associated with growth or acquisition strategies.
Financing strategy
Evaluating financing options along with the identification of sources and introductions.
Private placement memorandum creation
Creation of a Private Placement Memorandum along with corresponding documents and legal review management.
Investment Power Point creation
Creation of an investor presentation in Power Point.
Acquisition evaluation and management
Evaluation of acquisition targets including business valuation, deal structure creation, term sheet creation, due diligence management, closing document creation and legal review management, and integration planning.
Tax management plans
Evaluation of general tax management issues along with problem resolution management.
Cash management plans
Evaluation and tactical planning associated with cash flow management including revenue, gross margin, and operational cost analysis.
Business governance management
Company organizational filings along with governance document creation including operating agreements, by laws, and corporate book management.
Business optimization consulting
Internal staff improvement consulting including organizational communication, team building and conflict resolution, and public presentation training.
Client Services Suite