Services - Main Street to Wall Street

John S. Hull – Transactional Structuring Service

Through the use of proprietary technology, we have the capability to forecast the likely financial outcome of various transactional structures applied to your unique circumstances several years prior to retirement.

This knowledge provides you, the retiring owner, president or CEO, with the knowledge necessary to choose your target, and to know why that is your choice, before you even start the exit planning exercise.

Goals are a precursor to planning. After all, how can you entertain an ‘exit planning exercise’, if you have not developed a realistic goal? Whether you decide on a succession based exit strategy (sale to family members), an ESOP (sale to employees}, or selling to a 3rd party, (conventional sale / joint venture with a deferred exit / or by ‘bundling’, pre– roll up ), you must first know how to maximize the financial gain to you when that day arrives. Upon receipt of your ‘blind’ business profile, we will send you an NDA, followed by a phone call, and after a brief conversation, we will send you a proprietary calculator to suit your objectives in order to determine the likely financial outcome. With the involvement of your advisors (CPA / Attorney), we will identify the most lucrative acquisition scenario (family / employees / individual / corporate / institutional). We hope to earn your business with this FREE structuring service. Click here for your Blind Profile.

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Mark Kandarian – Exit Planning Services

Once your exit ‘target’ has been identified, along with a time frame, it is time to engage Mark and his team.  Exit planning is about value enhancement and eliminating impediments to value.  They will use a systematic process to determine your readiness and determine what  steps you should take to prepare for an optimal transaction in terms of value and tax planning.  Mark and his team will work in collaboration with your existing professional advisors so your exit planning coordinates with other planning you have already done.

 

 

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James F. Davidson – Value Creation and Operational
Improvement Advisory Services

Adding $100,000 to EBITDA could result in additional $1,000,000 value in a deferred exit or ‘bundling’ structure. So, it is extremely important to make those operational and financial adjustments to ensure you don’t leave money on the table.

If your firm has potential that has not yet been realized, this would be a good time to put that plan in place to maximize its value. If your company has taken a ‘hit’ in the economic downturn, restructuring your balance sheet and/or operational improvement could be appropriate. If you decide on a ‘bundle’ as a strategy, with subsequent ‘roll-up’, effective post-merger integration is critical.

In any case, positioning your company for the intense scrutiny to which your company will be subjected by potential investors and buyers is strongly encouraged. Preparing for financial and operating diligence and strengthening your company’s “quality of earnings” will reduce an investor’s risk perception and increase value.

Suffice it to say that Jim's team will implement solutions to enhance your company’s value.

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Thomas E. Jones – Financial Advisory Services

It takes money to make money & Tom’s team provides that component. Arranging senior secured debt and subordinated debt / mezzanine financing for a variety of transactions including:

Refinancing – Balance Sheet Repair – Expansion – Growth – Acquisitions from $1.0 to $100.0 million.

Through an efficient and streamlined 30 day process (60 – 120 days for closing), we are able to qualify and screen the opportunity across a wide range of over 100 capital providers. Our strong relationships with these capital providers ensure your transaction covers the entire marketplace. We deliver results, with a 95% closing ratio for retained assignments. Our process saves you time and money when searching for the most appropriate financing for your situation.