CONSULTING SERVICES

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We have significant experience in preparing market-based valuations. Whether it is for an investor, a lender, or your own piece of mind, let us assist you with your valuation needs:

- Comparable publicly-traded companies

- Comparable transactions

- Discounted Cash Flow (DCF)

- Investor returns analysis

- Other vauation methods

- Cost: $2,500 to $25,000

These are frequently completed for public companies, but can be just as valuable for private ones. Helps private companies prepare for an eventual capital raise or sale process. 

- Targets limited number of appropriate private equity funds

- Schedule introductory meetings or (COVID compliant) calls

- Solicit investor feedback

- Provide summary report

- Cost: $5,000 to $25,000

We have experience assembling company presentations across industries. Let us help you pull together a concise and informative summary of your business. 

- Informative for lenders, investors, suppliers, or customers

- First step towards a capital raise or sale process

- Cost: $5,000 to $25,000

If you have arranged the sale of yor business, but you or your controller does not have transaction experience, allow us to guide you through the process. We will act as your "Transaction CFO." 

- Run the due diligence process

- Negotiate information requests with buyer where possible

- Prepare forecasts, as needed

- Review documentation and provide comments

- Fill out your deal team with counsel and accountants, if needed

- Cost: Hourly

We have significant public company experience, ranging from micro to mega cap. Let us work with you to develop an effective communication and investor relations strategy. 

- Management presentation

- Press and quarterly releases

- Conference participation 

- Research analyst liaison

- Investor management

- Non-Deal Roadshows

- Bank rotation

- Cost: Monthly fee