Goals-based Planning Framework
Who do we help?
We are focused on companies:
- In fragmented Industry disrupted by technology
- with Sustainable Market Position
- Historically stable cash-flows
- Long Term Opportunities for Growth and Improvements
Discovery
- Identify your business short-term goals 12 to 24 months; mid-term and long term objectives
- Audit your current seven business and financial integrities and determine problems and challenges
- Help you create the strategic investment and operating plan to bridge from where you are to where you want to be
Strategic Planning
Strategic Planning phase relies on:
- Business Valuation
- Business Stimulus Services
- Capital Advisory
- Corporate Governance
Implementation
Implementation phase relies heavily on:
- Integrated Financial Planning
- Investment Manager Selection
- Strategic Investment & Operating Advisory
- Investment Banking Execution
- Private Equity / Principal Investment Advisory