Our Services

Specialized Advisory Services for Strategic Growth & Value Creation that unlocks your company's full potential

M&A Advisory

Strategic, end-to-end transaction support from deal structuring through closing. We guide business owners and companies through critical inflection points with deep market expertise and personalized attention throughout the entire transaction lifecycle.

Business Valuation Services

Comprehensive valuation solutions for privately held SMEs utilizing rigorous financial modeling, DCF analysis, and market-based benchmarks. We deliver clear, defensible opinions for:

  • Strategic M&A transactions

  • Succession planning and exit strategies

  • Shareholder dispute resolution

  • Growth capital preparation and sale readiness

Tax Optimization

Specialized tax assessment and strategic advice to maximize corporate value in cross-border transactions, with particular expertise in deals originating outside the USA.

Succession Resource Group

“Over the next 10 years, $10 trillion in business value will change hands. Are you positioned to maximize yours?.”