Take a peek at our off market offers. These services are available by request only. When submitting your application, note which of these services you'd like.
offers
off market
We offer specialized guidance to business owners looking to sell their business. We offer a smooth and profitable exit strategy by offering market valuation, preparation of selling, sourcing buyers, and negotiation support to maximize your sale value.
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For business owners aiming to expand through acquisition or merger, we provide expert advice on identifying potential targets, evaluating synergies, and executing seamless integration strategies. Our support covers the entire process, from due diligence to finalizing the deal.
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We conduct thorough risk assessments for potential investments, providing business owners with a detailed analysis of the risks and rewards. This service aims to inform smarter investment decisions, balancing growth opportunities with financial safety.
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Our financial due diligence service offers a comprehensive evaluation of a business's financial health, crucial for owners considering selling their business, mergers, acquisitions, or investments. We scrutinize financial statements, assess liabilities, and evaluate operational efficiency to ensure informed and secure financial decisions.
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secret sevice menu
Submit Application:
what happens next
01
Introduction Interview:
02
Onboarding Phase:
03
We invite you to explore our exclusive (free) Financial Lounge. This virtual lounge is brimming with educational resources and extensive archives. Dive into a wealth of knowledge, sharpen your financial acumen, and stay ahead of the curve – all accessible as you anticipate joining our elite clientele.
JOIN THE LOUNGE
wHILE YOU WAIT...
COME INSIDE & GET COZY
FREQUENTLY ASKED
We understand the importance of swift communication and hold it in high regard. We respond to our clients within a maximum of 48-hours.
How do you ensure the security & confidentiality of my financial information?
What industries do you specialize in?
do you file taxes?
WHERE ARE YOU LOCATED?
What's your usual response time?
How do you ensure the security & confidentiality of my financial information?
What industries do you specialize in?
do you file taxes?
WHERE ARE YOU LOCATED?
What's your usual response time?
No, we are not tax professionals or a CPA firm. Our focus is on strategic consulting, advisory and management of your finances.
How do you ensure the security & confidentiality of my financial information?
What industries do you specialize in?
do you file taxes?
WHERE ARE YOU LOCATED?
What's your usual response time?
- Aesthetics, Beauty, Medspa, Salon
- Marketing, PR
- Creative Agencies, Firms, Service Brands
- Technology, Biotech, Saas,
- Political Firms, Consultants, Agencies
How do you ensure the security & confidentiality of my financial information?
What industries do you specialize in?
do you file taxes?
WHERE ARE YOU LOCATED?
What's your usual response time?
We place the up most importance on the security and confidentiality of your financial data. Our rigorous protocols employ a secure VPN network and encrypted communication to safeguard all data transfers. We also uphold a strict no-storage policy for personal information on our cloud systems or local devices, ensuring your data remains exclusively in the realm of need-based accessibility.
