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STRATEGY for

SMALL BUSINESS

Specializing in growth, financing, and turnarounds with small business owners.

We are entrepreneurs and bring that direct experience to all of our engagements:

  • Successful Start-ups

  • Successful Exits

  • Operational Turnarounds

  • Not-for-Profit & Philanthropic

  • Fractional CMO, COO, CFO

  • Capital Markets - IPO, PE, PIPE, M&A

  • Credit - Secured & Unsecured

Perhaps most importantly, we've lived the demanding lifestyle balance of the small business owner.

 

FOCUS
AREAS

STRATEGIC GROWTH

 

Intensive consulting engagement to establish the operational foundation to support scale, followed by implementation of customer acquisition campaigns. We primarily work on a performance basis for growth engagements.

FINANCING & INVESTMENT

 

Review capital structure and requirements of the business and develop / execute financing introductions and capital formation strategy. In select circumstances we may also participate in direct investments.

STRESS TEST & RESTRUCTURING

The most dangerous thing about a small business under pressure may be the stress it creates on the owner's personal  situation - financial and family. It's a negative spiral on business performance that we help separate and contain.

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Let's Talk 

If you're an entrepreneur / principal / controlling shareholder of a small to medium business, send us a quick note about your current situation and needs.

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