M&A and Consulting
Experienced advice to help you achieve sustainable business success, navigate your business's most significant opportunities and successfully exit your business.
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.
Delivering Measurable Value
- Owner Readiness
- Business Performance and Strategic Planning
- Human Capital Strategies
- Mergers and Acquisitions
- Turnaround and Receivership
- ESOP Advisory
- Owner Readiness
- Business Performance and Strategic Planning
- Human Capital Strategies
- Mergers and Acquisitions
- Turnaround and Receivership
- ESOP Advisory
More Solutions. Less Frustration.
Our business advisory services are focused on helping our clients reduce risk, maintain compliance and maximize profitability. Our confidential advice focuses on execution details with senior leadership at each stage to maximize the probability of the best outcome for each client.
Business Consulting
Our differentiated business consulting services include the following opportunities for your business:
Owner Readiness
- Business Plan Design and Review
- Owner Clarity and Leadership Alignment
- Succession and Continuity Planning
- Business Exit Strategies
Business Performance Improvement
- Strategic Planning and Execution
- C-Suite Augmentation
- Business Transformation and Change Management
- Executive Coaching and Management Consulting
Human Capital Strategies
- Culture Improvement and Insights
- Recruiting Strategy and Placement
- Compensation Studies and Incentive Comp Design
- Leadership Development and Training
Transaction Services
We assess, design and implement a comprehensive action plan for our clients, bringing a unique ability to find creative solutions to complex challenges.
Mergers and Acquisitions
- Sell-Side Advisory
- Acquisition Advisory
ESOP Advisory
- Education and Feasibility
- Sell-Side Advisory
- Debt Placement
- Ongoing Advisory and Sustainability Consulting
Turnaround Services
- Fiduciary Services (Receivership and Interim Management)
- Refinance and Debt Restructuring
- Diagnostic Assessments
- Litigation Support
An Industry-Focused Approach
Our industry-focused approach helps address business challenges unique to your industry.
Industries We Serve
- Banking and Financial Institutions
- Architecture and Engineering
- Construction and Real Estate
- Food and Agriculture
- Restaurants and Hospitality
- Manufacturing and Distribution
- Oil and Gas
- Aerospace
- Healthcare
- Franchises
- Retail
- Transportation
Awards & Recognition
Top RIA Firms 2019-2024
Awarded each September, based on data from a 12-month period through June 30.
Charitable Champion 2023-2024
Awarded each July, based on activities from a 12-month period through December 31.
Top RIA Firms 2024
Awarded each July, based on data from a 12-month period through December 31.
