Entrepreneur Advisory

You’re tasked with crafting and maintaining a competitive business model, securing the right funding, fostering strong relationships with your team, resolving family conflicts, staying ahead of competitors, and eventually transitioning or selling the business to the next generation. The obstacles you encounter vary with your business’s growth stage, and so do your support needs.

One constant remains: the need for a reliable partner and trusted advisor to guide you every step of the way. We’re here to provide that support.

Are You a Startup?

As a startup, your vision and passion transform potential barriers into opportunities. You must ensure your business model is sustainable, with the right team, equity structure, and funding in place. You also need tools to track your progress while minimizing your tax burden. The right mentorship and professional advice are crucial for your success. Our Technology and Emerging Growth Services are designed to meet these needs, offering support such as pitch deck critiques, business plan reviews, ownership strategy advisement, tax entity selection, and specialized tax advice, including R&D Tax Credit and State and Local Tax considerations.

Are You a High Growth Company?

Congratulations on being a high-growth company, admired by the market. With increased demand comes greater responsibility to satisfy stakeholders.

Your financing sources may shift from angels, VCs, and family to banks, Private Equity Groups (PEGs), Special Purpose Acquisition Corporations (SPACs), or even an Initial Public Offering (IPO). It’s essential to maintain focus on profitable, sustainable operations and be aware of various financing options. Managing a happy workforce amid changing regulations is another challenge. Our team offers the latest tools and expertise, including diverse “ownership options” for employees. You might consider outsourcing your finance and accounting functions; our OASyS solution can help.

Growth often involves acquisitions. If this is new territory for you, it can seem daunting. Our Transaction Advisory team can guide you through your first acquisition. You may also want to establish an Advisory Board; we can assist in crafting this function and recruiting members. We have the resources to support your growth effectively.

Are You an Established Company?

As your company matures and reaches new milestones, your focus shifts to what lies beyond the peak of your success. The evolution of ownership is inevitable. Do you want to continue the legacy with the next management generation? Can you afford to retire, and are you ready to step back? Is it time to cash in or sell outright? These are tough questions, filled with emotion as you approach your career’s twilight. Fortunately, we have the experience and resources to assist.

Succession planning often gets delayed. You might be so focused on business growth that you overlook the transition to the next management or ownership generation. Many families or management teams find themselves thrust into leadership due to unforeseen events, like an owner’s illness or death, without a plan. Our NextGen Succession Planning Strategy is a well-established process to objectively assess potential successors’ skills and prepare for a smooth transition. Our Private Client Services can help ensure the value you’ve built is transferred to your heirs tax-efficiently.

Shareholder disagreements, especially among family members, are not uncommon and often stem from differing objectives. One owner may seek liquidity while the other wants to expand. Our Entrepreneur Advisory Services Team has extensive experience in resolving family and closely-held business disputes, providing objective and calming influence during these times.

Your business is likely your most valuable asset, and there comes a time when you need to monetize it. But how do you begin this overwhelming task? There are many questions—what is your company’s worth, how long will it take to sell, are you prepared to sell, how can you preserve your legacy or maintain your team post-deal? While you may be accustomed to selling your products or services, marketing your company is a different challenge.