Capital Advisory

Assessing your capital requirements is vital for the success and growth of your business and our corporate financing team is committed to understanding your financing needs and developing a customized strategy to meet your financing objectives. We provide assistance throughout the whole financing process, including developing a financing strategy, assisting with the due diligence process, obtaining and evaluating financing offers and assisting in closing the financing transaction.

Business Valuations

We provide business valuation reports which are used to determine the fair market value of your business interest. Business valuations are often used for corporate reorganizations, estate and succession planning, mergers and acquisitions, shareholder buyouts, shareholder disputes, and matrimonial disputes.

Start-up Business Planning

Whether you are looking to start a new business or grow your existing business, a business plan is an essential tool to ensuring the success of your business. A business plan is a snapshot of your current business along with a projection of your future business goals and objectives. Through both quantitative and qualitative analysis, a business plan provides users with insight into your current business and its future plans. Business plans are commonly used by lenders and prospective investors.

Mergers & Acquisitions (M&A)

Whether you’re looking to sell or expand your current business, the M&A process can be very complex and requires careful planning and execution to ensure that you make a well thought out business decision. During the M&A process, our advisors will help you ensure that the transaction is structured effectively from a business and tax standpoint, help secure financing, assist with the negotiation process and perform the required financial and tax due diligence to ensure that the M&A process is a success.