Advice
increase your probability of success by building on our experience
We are your business partner with the experience to guide you through the process of starting, scaling and selling a professional services firm.
Our team has “been there, done that” and has both the scars and trophies to prove it.
We are not just a provider of funding and services, we become investors and partners in the businesses we choose to back. In addition to business support, we provide firms with startup and strategic services.
Startup and strategic advice topics include:
Business Strategy
Scope of Services, Target Markets, Differentiators, Go-to-Market Strategy, Mergers, Acquisitions, and Growth Planning
Legal Entity Formation
Domicile Decision, Business Structure, Trademark Counsel, Equity Allocation, Operating Agreement, and Business Registration
Business Purpose
Mission, Vision, Values, Culture, and People Strategy
Marketing Strategy
Brand Definition, Visual Identity, Messaging & Voice, Website Development, Content & Thought Leadership, Social Media Strategy, Marketing Automation, Campaign Development, Event Strategy
Exit Planning
Scaling Strategy, Market Positioning, Financial Investors, Strategic Acquisitions, and Personal Wealth Management
Business Development
Client Introductions, Strategic Sale Support, Technical Center Development, and Alliance Relationships
Our goal is to help you build a successful, sustainable, and marketable business that generates tremendous income and commands superior valuation multiples in a monetizing event. We are with you as advisors, co-investors, friends, and partners.