Strategy
We help attorneys, and those they refer to us, evaluate and prepare for a liquidity event. Some of these deliverables include: creation of post-deal pro-forma financials, cash flow planning, and asset/liability matching.
We help coordinate the preparation of the business and family for a sale as well as taking in outside investment, a process which frequently takes 2-3 years.
We frequently collaborate with our client’s other advisors to incorporate their observations into our strategy and recommendations.