Business advisory.
For founders and operators whose personal balance sheet runs through their company. We work alongside management as an independent, retained voice on capital and strategy.
Entrepreneurs and business owners. Where founder-led companies need an independent voice.
We are not bankers. We do not take success fees on transactions we counsel against. Engagements are typically structured on a retainer basis with a defined scope, deliverables, and term.
Where founder-led companies need an independent voice.
Capital structure & financing
Debt, equity, and mezzanine sourcing. Term-sheet negotiation. Covenant analysis. Lender and sponsor relationships across the middle market.
Financial reporting & forecasting
GAAP financial close discipline, 13-week cash forecasts, and KPI dashboards your board will actually read.
Exit readiness
QofE preparation, data-room construction, and management presentation coaching — typically 12–24 months before a process.
Owner liquidity & diversification
Dividend recaps, partial sales, and ESOP analysis to take chips off the table without sacrificing control.
Board & governance counsel
Board composition, committee charters, and executive compensation design for closely-held companies.