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- Comprehensive or Complimentary Transaction Structuring
- Extensive Network of Funding Sources
- Innovative Code Section 1042 and S-Corp ESOP Investment
Strategies
- Third Party Administrator and Consulting Services
- Aiding clients in understanding an ESOP as a part of a
comprehensive exit and/or succession plan
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- Leveraged/Management Buyouts
- Mergers and Acquisitions
- Business Sales
- Recapitalizations
- Growth Capital and Private Equity Transactions
- Board of Directors Advisory Assignments
- Corporate financial planning in the context of the owners’
estate and succession plans
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