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Corporate and Business Advice for Small and Medium Sized Businesses 

Professional solutions to corporate issues.

Services

Strategic

Carefully designed long term planning to achieve goals such as multi-year value creation, planning for selling the firm in five years, adjusting the commercial focus of the business, profitability analysis in changing competitive environments 

Tactical

Specific projects that align to a company's long term goals: pricing and profitability analysis, building models for stare purchase and buybacks in private companies, analyzing specific real estate or M&A opportunities, negotiating complex contracts.

Goals

Analysis is objective and based on demonstrable most-likely outcomes including, financial, operational and business goals.  

Insights

Insights

25-09-07

Mergers and Acquisitions

Finding the right value of the deal.

25-08-22

Box Canyon Traps

Don't let your negotiation style for an M&A deal, a credit deal, a funding issue or a legal agreement become a box canyon.

25-03-04

Succession Planning

Like planting a tree, the best time to start was five years ago.

25-02-02

Companies on the edge of insolvency

Where experience counts.

24-11-15

Replicant advice

Yuval Noah Harari is the author of Nexus, about the rise of AI. I read it, and it got me thinking about investment advisors.

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