
private capital market solutions
"We value you from start to finish"
Global wealth specialists for 25-500M USD exits with healthcare and tech experts for better M&A
Resources
Resources for situations or contexts that call for private advisory support
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Exit for highest price without achieving financial readiness
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Avoid liquidation by conflict resolution
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Have an orderly liquidation or preserve liquidity with new ventures
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Satisfy a judgement or protect shares/assets in a litigated dispute
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Exit on best terms once achieved financial readiness
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Staying for growth
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Staying for work-satisfaction
Resources for corporate questions
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Simplicity vs limited liability advantages - sole proprietorship vs pass through
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Pass through and depreciation advantages vs shareholders' tax advantages -
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1042 exchange election and Qualified Replacement Property (QRP) explained
Resources for financial statement generation
Resources for economic analysis
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General economic data
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US government public spending and US treasury yields
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Industry-specific news and resources
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Chemical
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Financial services
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IT
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Defense
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Retail
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Transportation
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Healthcare
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Energy
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Agriculture
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Telecommunications
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Resources for historical performance vs comparable industry players
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Chemical
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Bayer
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Financial services
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US Bankcorp
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IT
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Google
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Facebook
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Defense
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Honeywell intl.
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BAE Systems
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Lockheed Martin co.
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Retail
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Amazon
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Walmart
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Costco
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Transportation
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Toyota
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Uber
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UPS
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Healthcare
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Pfizer
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CVS
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United Health
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Energy
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Exxon-Mobil
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Chevron
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Halliburton co.
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Agriculture
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BASF
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Cargill
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John Deer
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Telecommunications
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T-Mobile
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AT&T
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Verizon
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Resources for production and operation optimization
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Sources of capital leverage
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Budgeting for liquidity tutorial
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Business risk management resources
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Profitability analysis tutorial
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Operational efficiency tutorial
Resources for industry-standard considerations
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Inventory management tutorial
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Salary information
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OSHA safety support
Resources for reviewing trends
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Net working capital projection tutorial
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Borrowing cost projection tutorial
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Capex cost projection tutorial
Resources for independent auction appraisals
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Tangible asset appraisal
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Real property appraisal
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Land survey and appraisal
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Auction
Resources for income stream assessment
Projection tutorial
Forecasting tutorial
Support for mathematical modeling of projections and forecasts
Resources for Comparable company review
Sector descriptions
Key industry-specific metrics
Selected public market leader comparisons
Energy
Exxon-Mobil
Chevron
Halliburton co.
Chemical
Dow chemical
Merck
Bayer
Agriculture
BASF
Cargill
John Deer
Financial services
Citigroup
Morgan Stanley
US Bankcorp
Telecommunications
T-Mobile
AT&T
Verizon
IT
Apple
Healthcare
Pfizer
CVS
United Health
Defense
Honeywell intl.
BAE Systems
Lockheed Martin co.
Retail
Amazon
Walmart
Costco
Transportation
Toyota
Uber
UPS
Resources for corporate governance support
Business planning and strategy
Incorporation and filing management
Listing and integration management
Shareholder relations support
Retail banking tutorial
Credit management tutorial
Resources for marketability support
Restrictive covenants tutorial
ESOP tutorial
Market absorption support
Resources for value growth
Improving revenue growth
Improving operating margin
Improving asset efficiency
Improving competencies
Resources for executive problem-solving
Proposal writing
Time-saving tactics
Key-insights in scope conflicts
Resources for tax-efficiency
Worldwide tax
Double tax
Carry-over losses
Resources for international and Inter-state considerations
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Travel advisories, local resources, and legal-jurisdictional considerations
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Foreign travel advisories with environmental/seasonal considerations
Resources for tax support
Filing US corporate and income taxes
Filing US worldwide income taxes
Payroll and benefits support
Resources for compliance matters
State corporation rules and fees
Hiring restrictions
M&A restrictions
Advertising restrictions
Service standard and fee restrictions
Resources for detailed valuation preparation
Understanding standards of value
Whether or not the company is likely to undergo a future liquidation event
How to use valuation reports and their limitaitons
Resources for technical validation
Basic technical validation
Safety studies
Statistical validation studies
Resources for IP validation
Restrictive covenants
Utility and design descriptiveness
Enforcement robustness
Resources for secure integrative platform development
Shared IT solutions
Logistical integration
Customer relationship management
Resources - speak to us for consulting support
Pharmaceuticals & Biotechnology
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Scientific validation
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Compliance
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Intellectual property management
Tax and finance
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ESOP
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International finance
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Alternative investments
Transportation
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Production efficiencies
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Safety
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Fuel efficiencies
Healthcare
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Reimbursement solutions
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Staffing solutions
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Information technology management
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Quality management
Defense and energy
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Public procurement
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Derivatives market strategies
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Space-tech
Telecommunications
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Wireless
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VOIP
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Encryption
Information technology
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Cybersecurity
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AI
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Cloud computing
Agriculture, chemical, and manufacturing
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Public procurement
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Derivatives market strategies
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Space-tech
Commercial retail
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Customer research
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POS transactions
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Supply chain optimization
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