HELPING CEO'S ACQUIRE BUSINESSES

To many businessmen, the great American dream is “ownership” of a company. We have met scores of successful corporate executives who want to transition from building income to building wealth through a company equity plan that they in large part control.
We offer:

    Protection of the executive’s interest in pursuing equity opportunities
    Identification and qualification of target acquisitions
    Initial valuation and assessment of transaction financing feasibility 
    Preliminary deal structure, capital structure, and business plan design
    Access to bank, venture capital and private equity source of funding
    Knowledge of market rates for senior debt, mezzanine and equity capital
    Due diligence review of balance sheet, P&L, and all contracts
    Negotiation assistance in employment and shareholder agreements
    Leadership and experience in closing the transaction
    Fixed priced fee, high value proposition, and payment upon results