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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.

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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 

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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.

We'll reach out to you shortly!

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