ADVISORY

Our boutique Advisory Services Specialists cater to entrepreneurs and the small to mid-sized business sector.

Our firm supports new ventures, young companies, and seasoned businesses through comprehensive solutions, innovative strategies, and creative financing.

We help our clients establish a clear vision and mission for their start-up or existing business by analysing their venture or company offering a wide range of services, and securing the necessary capital to execute their plan.

Our team comprises seasoned management and finance professionals who bring extensive executive experience and a proven track record of success.

We've built and grown multiple successful companies from the ground up, securing funding, expanding operations, and driving substantial sales increases. Our experience also includes leading strategic mergers, acquisitions, and ultimately, profitable exits.

We provide customized solutions for businesses at every stage and in every sector, to help secure their prosperity. Our commitment extends to ensuring their success with a full suite of financing options, thoughtfully aligned with the company's and the owner's individual needs and credit standing.

We implement a team-based approach and proven methodologies that lower the cost of our services and magnify the value for our clients.

We provide our clients with these vital services and access to capital.

Strategic Planning and Business Development
Capital Structuring
Financing
Corporate Turnaround: Restructure, Reorganization, Crisis Management

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STRATEGIC PLANNING & BUSINESS DEVELOPMENT:

We advise clients from a business's inception—from development and launch to creating long-term value and sustainable growth for established companies.

Our specialists bring deep, cross-sector industry knowledge and practical experience, all while maintaining a client-centric approach.

We work closely with entrepreneurs and business owners, serving as trusted advisors to help them navigate challenges, capitalize on opportunities, and achieve their strategic objectives.

This involves a thorough examination of your venture or business, the development of a strategic plan, the implementation of growth strategies, and ensuring you are well-capitalized to execute the plan effectively.

Start-Up Ventures;

Strategic Planning and Business Development for a start-up are not just important; they are foundational for survival and growth. They provide a roadmap, help mitigate risks, and ensure the business is building something truly valuable for its target market.

"Start-up Ventures"- Click here to learn more about our services.

Operational Businesses;

Strategic Planning and Business Development are interchangeable and vital for operating a business effectively. They guide a company toward sustainable growth and long-term success in an ever-changing market.

"Operational Businesses"- Click here to learn more about our services.

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Strategic Planning provides the initial blueprint and internal guidance.

Business Development focuses on external growth, market engagement, and the creation of pathways for future success.

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Once we engage, we partner with your business to foster growth and lasting success. We begin by assessing your current operations, services, and products and developing a tailored plan. Our approach is proactive, focusing on identifying new opportunities, building strong relationships, and creating long-term value for your organization.

To grow your business, we first thoroughly analyze your company's current position to understand its potential and pinpoint the best path forward. This initial assessment helps us create a tailored strategy to increase your reach, accelerate growth, and boost revenue.

Analysis and Services ;

Business Analysis
Services Analysis
Product Analysis
Operational Analysis
Financial Analysis
Market Analysis
Competitive Analysis
Market Research
Develop a Customized Business Plan
Construct a 3 Year Pro Forma
Project Management
Productivity Strategies
Product and Services Development
Product Improvement
Services Improvement
Operational Efficiency
Expense Reduction
Valuation
Capital Structuring
Financing
Crowdfunding Management Campaigns
Partnership Development, Strategic Alliances, and Joint Ventures
Merger or Acquisitions
Employee Leveraged Buy-Outs
Sales and Marketing
Brand Management
Social Media Management
Public Relations

Advantages of utilizing our Services ;

Acquire New Customers
Develop New Revenue Channels
Build Partnerships and Joint Ventures
Increase Revenue
Reduce debt and expenses
Speed of Growth
Organic Growth or Through Potential Acquisitions that we Target
Expeditious Scaling
Quick Access to Capital
Stronger Operations
Increase Productivity
Become More Competitive
Enhance Market Access
Brand Visibility
Sustainable Growth
Help build a company to be sold at a fair and equitable valuation
Develop a Profitable Exit (If you so choose that path)

Our "Strategic Planning and Business Development" team of specialists will serve as a crucial support system for your company, helping you navigate the complexities of the market and unlock your full potential while allowing you to focus on running your business more efficiently and effectively.

For more information about our "FINANCE" options, - Click here.

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CORPORATE TURNAROUND;

We offer "Restructuring, Reorganization, and Crisis Management" advice to help our clients lessen debt and expenses, navigate unforeseen events, and return to profitability.

Most of our clients, at one time or another, have experienced the following difficulties;

They want to pay their creditors but can't afford what they're being asked to pay.
They're drowning in MCA payments (merchant cash advances) and can't afford the exorbitant rates.
They've already tried negotiating on their own.
They can not qualify for financing.
Their cash flow is tight.
They cannot be effective in working on their business and their debts simultaneously.
They need payment terms stretched out over time and renegotiated.
They have IRS liens or judgments filed against them.
They want to avoid filing for bankruptcy.

We analyze each client's financial situation and provide solutions tailored to their unique circumstances. We'll help alleviate your debt burden, refinance your existing debt, infuse new capital, restructure your operations, and return your business to profitability.

We work as contingency-based "Cost Savings Consultants", achieving this objective through auditing vendors' bills, recovering overcharged expenses, negotiating more favorable rates with vendors and lenders, and through debt consolidation loans and refinancing.

We charge no upfront fees for this service, which is why it's called "contingency".

We only receive a percentage of the savings we provide for you, or a finder's fee, which is paid directly to us by one of our finance partners after we have secured your funding.

You'll pay nothing out of pocket.

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Crisis Management in business refers to the processes and strategies used to identify, prepare for, respond to, and recover from unexpected events that threaten a company's operations and reputation.

It involves minimizing damage, maintaining business continuity, and quickly restoring normal operations.

We offer effective "Crisis Management" services to help organizations build resilience and safeguard long-term success.

If the government lockdown during the Coronavirus Pandemic, the fires in Los Angeles, the tornadoes in the Midwest, or the hurricanes in the South taught business owners anything, it's that companies must have a crisis management plan in place before any disaster strikes, natural or financial.

It begins simply by maintaining cash reserves to sustain operations in the event of an unexpected business closure and by appropriately managing expenses and debt service during such a crisis.

"Price Waterhouse Coopers" conducted a Global Crisis survey in 2019, before the Pandemic even struck, which revealed:

An average of three crises per company over the past five years.
The diversity of crises keeps companies guessing—over half of respondents say at least one of the crises they experienced was operational in nature.
The most disruptive crises include natural disasters.
Over 40% of companies reported emerging stronger from crises.
Crises will be more complex and more challenging than ever to contain.

The Key Elements of Crisis Management Planning that we employ ;

The Four Phases: Mitigation, Preparedness, Response, and Recovery.
The Five Ps are Predict, Prevent, Prepare, Perform, Post-action, and Assess.
The Six Steps: Define the problem, ensure safety, provide support, examine alternatives, make a plan, and obtain commitment.

ADVISORY

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