M&A and Consulting

Experienced advice to help you navigate your business’s most significant opportunities.

Team-Based Business Advisory Services

Led by an experienced team of advisors, our business advisory services are designed to help clients address a broad variety of business challenges that present significant risks or opportunities but fall outside their core business capabilities or expertise.

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Delivering Measurable Value

Turnaround Services
Investment Banking
Succession Planning

Business Valuation
Litigation Support
Internal Controls and Operations

Turnaround Services
Investment Banking
Succession Planning
Business Valuation
Litigation Support
Internal Controls and Operations

How Creative Planning Is Different

We’re different from other providers of business advisory services in three key ways:

Teamwork

If we can solve a client’s challenge in-house, we will — but if a trusted ally can do it better or faster, we’re happy to shift to a coordinating role.

Experience

Many of our professionals have also worked in our clients’ industries, often in C-suite positions, giving us deeper expertise in a wide range of relevant strategies and solutions.

Clarity

When our project is complete, we deliver a document that not only summarizes the results for our client’s boss but also includes a more granular summary that can be used by people downstream in the organization.

Adding Value for M&A Clients

Our process is built to deliver an exceptional client experience. We accomplish this by:

Taking the time to understand your vision, culture, values and business plan
Navigating the deal process through a comprehensive understanding of the buyers and sellers within your industry
Determining a realistic transaction value to identify and select the ideal partner
Guiding you through critical steps in the M&A process
Advising on what is internally achievable to leverage negotiating power
Proactively advocating on your behalf to help you achieve optimal deal terms