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Understand what your business is worth and how to increase its value. We bring Wall Street savvy to Main Street.
You owe it to yourself to have the best tools and advice
80% of business owners expect to use proceeds from the sale of their business for retirement. 4% of business owners know what their business is worth
Whether you need an independent valuation in the process of a sale, for litigation, or for gift and estate planning, we can help.
Member of the National Association of Certified Valuators and Analysts.
Thinking about buying a competitor or merging with one? Or are you considering becoming a minority shareholder in a closely held company? If you are considering a transaction, you owe it to yourself to be the most informed person in the room.
Leverage our 25 years of investment analysis experience and bring Wall Street savvy to your Main Street business.
Angel investors sometimes realize that a business they funded is struggling but find they don’t have the time to weigh their options or to push for necessary changes.
We have the experience and judgement to help you make smart decisions about which way the balance of risk and reward is tipping and the resolve to advocate for your position in shareholder meetings and on boards.
Financial Services
“I was impressed by Erik’s meticulous attention to detail and creative problem solving. He carefully listened to and incorporated the needs of diverse groups into the final work product, and efficiently produced actionable results. In the end, Erik had the insight and skill to complete a strategic project on which several prior consulting teams had been unsuccessful. I believe Erik would be an asset to any company.”
Senior Portfolio Officer, Global Investment and Development Institution
