Check Out Our Advisory Services

Performance Analysis

We pride ourselves on evaluating your business from a financial perspective and provide growth opportunities. Income statements, balance sheets, working capital, accounts receivable, credit line terms and conditions, etc. are evaluated with the goal of improving profitability and a stable cash flow. 

Industry benchmarking data for firms of your size and geographical location are used for comparative purposes with the understanding that each firm has a different culture and pure numerical financial analysis is often not completely conclusive.

Strategic Planning

Strategic Planning is critical to maintaining a consistent business model that survives overall economic cycles, market segment shifts, and internal leadership changes.

We utilize a range of methods to identify the strengths and weaknesses of your firm and develop a holistic future vision that aligns with your values, market, and timeframe. We also propose specific attainable milestones to achieve your strategic plan with accountability to specific leadership teams.

A successful strategic plan often leads to ownership transition and/or acquisitions or mergers.

Succession/Transition

Architects, Engineers, and Construction Firm Owners often succumb to the trap of waiting too long to start an ownership transition.

We perform a thorough review of shareholders’ buy-sell agreements and conduct one-on-one confidential interviews with current equity owners as well as the next generation of leadership. We also propose a range of methods to sell stock internally. ESOP or partial ESOP, along with their respective tax advantages are also evaluated should ESOP be a consideration.

Mergers & Acquisitions

M&A activity with A/E/C firms has become more common and is trending upward. M&A is an outgrowth of the need to offer ancillary services in different market segments. Successful acquisitions on both the buy and sell side require careful planning and execution.

We provide a fair market valuation of your firm based on several accepted industry methodologies, thereby, enabling ownership to make their decision with confidence.

We leverage our deep knowledge of the A/E/C industry and analyze the risk/reward of the deal structure to ensure they meet the needs of current ownership.

We pride ourselves on finding the right fit for the future success of both the buyer and seller.