Our Approach

A diagram showing the steps in a business process.

Selling Strategy

  • Market Value Assessment
  • Selling Playbook
  • Sell-Side Preparation
  • Accounting and Financial Preparation
  • Document Review
  • Marketing Pitchbook

Pre-sale Advisory Services

  • Increase the Value of Your Business
  • Operational In-Depth Analysis
  • Accounting Workflow Assessment
  • Improving Sales and Margins
  • Contract Review
  • Employee Non-Competes
  • Employee Benefits Analysis
  • Internal and External Reporting
  • Evaluating Your 1–3-Year Business Plan
  • Monitoring the Progress To Manage Success

Industry-Specific Advisor Services

  • Review Operating Costs and Efficiently
  • Internal Meetings and Reporting Effectiveness
  • Industry Software Review
  • Industry-Specific Training Programs

* Commodities Training: Secondary Fiber, Plastics, and Metals

  • Safety Training Programs
  • Acquisition Opportunities
  • How do I acquire more capital for my company?
  • Business Plan Review
  • Employee Analysis