Business Advisory
Entity structuring, M&A due diligence, business valuations, and exit planning: the financial analysis and strategic guidance you need for your most important business decisions.
Overview
Some decisions can't be undone: an acquisition, a partnership agreement, an entity restructure, an exit. These are high-stakes, high-complexity decisions that require rigorous financial analysis, not gut instinct.
Our advisory practice exists for exactly these moments. We serve as a strategic sounding board for business owners navigating complexity, bringing institutional-grade analytical rigor with the personalized attention of a trusted advisor who knows your business deeply.
Whether you're evaluating an acquisition target, preparing your business for sale, or structuring a new venture, we provide the financial clarity you need to act decisively and protect your interests.
Not just advice, but analysis
Every advisory engagement is backed by rigorous financial modeling, comparable analysis, and data-driven recommendations. We don't give opinions. We give you the numbers to make your own informed decisions.
What's Included
Entity Formation & Structuring
LLC, S-Corp, C-Corp, or partnership: we analyze your full picture to recommend the optimal structure.
Business Valuations
Independent valuations for M&A, buy-sell agreements, estate planning, or partner buyouts.
M&A Due Diligence
Comprehensive financial analysis of acquisition targets, including quality of earnings, working capital, and risk assessment.
Sell-Side Advisory
Preparing your business for sale: financial cleanup, valuation, and positioning for maximum value.
Exit Strategy Development
Multi-year exit planning to maximize business value and structure the transaction tax-efficiently.
Partnership & Operating Agreements
Financial guidance on profit-sharing, capital contributions, and dissolution provisions.
Strategic Growth Planning
Financial modeling for new markets, product lines, or business units, with break-even and ROI analysis.
Profitability Analysis
Segment-level analysis by customer, product, or service line to identify where you're actually making money.
When You Need This
You're evaluating an acquisition. Before you sign, you need to know what the business is really worth. We conduct independent valuations, analyze quality of earnings, identify hidden liabilities, and model post-acquisition integration scenarios.
You're planning your exit. Whether you're selling in 6 months or 6 years, exit planning starts now. We help you maximize business value, identify the right buyer profile, structure the deal tax-efficiently, and prepare the financials that buyers will scrutinize.
You need to restructure your entity. As businesses grow, the entity structure that made sense at $200K in revenue often becomes suboptimal at $2M or $20M. We model the tax and liability implications of restructuring options.
A partnership is changing. Adding a partner, buying one out, or dissolving the relationship: each scenario has complex financial and tax implications. We ensure the terms are fair, properly documented, and tax-optimized.
How It Works
Consultation
We discuss the specific decision or challenge you're facing. This initial conversation is free and helps us scope the engagement.
Analysis & Modeling
We gather the data, build the models, and conduct the analysis needed to inform your decision with hard numbers.
Recommendation & Execution
We present our findings, discuss options, and if you choose to proceed, help you execute the strategy.
Ready to get started?
Book a free 30-minute strategy call. No obligation, no pressure, just a conversation about your business.
Schedule Your Free Call