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Resources

​​​Resources for situations or contexts that call for private advisory support

 

Resources for corporate questions

 

Resources for financial statement generation

Resources for economic analysis

 

Resources for historical performance vs comparable industry players

  • Chemical

  • Financial services

  • IT

    • Apple

    • Google

    • Facebook​​

  • Defense

    • Honeywell intl.

    • BAE Systems

    • Lockheed Martin co.​​

  • Retail

    • Amazon

    • Walmart

    • Costco​​

  • Transportation

    • Toyota

    • Uber

    • UPS​​

  • Healthcare

    • Pfizer

    • CVS

    • United Health​​

  • Energy

    • Exxon-Mobil

    • Chevron

    • Halliburton co.​​

  • Agriculture

    • BASF

    • Cargill

    • John Deer​​

  • Telecommunications

    • T-Mobile

    • AT&T

    • Verizon

Resources for production and operation optimization

  • Sources of capital leverage

  • Budgeting for liquidity tutorial

  • Business risk management resources

  • Profitability analysis tutorial

  • Operational efficiency tutorial

Resources for industry-standard considerations

  • Inventory management tutorial

  • Salary information

  • OSHA safety support

 

Resources for reviewing trends

  • Net working capital projection tutorial

  • Borrowing cost projection tutorial

  • Capex cost projection tutorial

Resources for independent auction appraisals

  • Tangible asset appraisal

  • Real property appraisal

  • Land survey and appraisal

  • 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

Google

Facebook

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

 

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

Economic analyis
It'l/Inte-state issues
Situation analysis
Interest
Financial statements
Public trends
Sale optimization
Standards implemenation
Budgeting
Auction
Income stream analysis
Price trend comparison
Value growth
Governance
Marketability
Tax filing
Tax efficiency
Compliance
Technology
IP
Synergy

Resources - speak to us for consulting support

Pharmaceuticals & Biotechnology

  • Scientific validation

  • Compliance

  • Intellectual property management

Tax and finance

  • ESOP

  • International finance

  • Alternative investments

Transportation

  • Production efficiencies

  • Safety

  • Fuel efficiencies

Healthcare

  • Reimbursement solutions

  • Staffing solutions

  • Information technology management

  • Quality management

Defense and energy

  • Public procurement

  • Derivatives market strategies

  • Space-tech

Telecommunications

  • Wireless

  • VOIP

  • Encryption

Information technology

  • Cybersecurity

  • AI

  • Cloud computing

Agriculture, chemical, and manufacturing

  • Public procurement

  • Derivatives market strategies

  • Space-tech

Commercial retail

  • Customer research

  • POS transactions

  • Supply chain optimization

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Boston Mantra LLC is a boutique consultancy offering exit planning, valuation, auction-appraisal, and integration support for middle market entities.  We are not a registered broker-dealer or a registered investment advisor.  Securities transactions and investment advice may be offered separately by other entities.

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