Our engagements / accomplishments in assisting businesses with
planning issues include:
- Assistance with the preparation of the business plan and other corporate
structure matters for a management team negotiating to purchase an
under-performing services division from a Fortune 500 company.
- Assistance with the planning and due diligence review for the acquisition
of an $80 million Detroit company by a wholesale distributor.
- Assistance with the planning and due diligence review for the acquisition
of a $100 million Minnesota company by a wholesale distributor.
- Assistance with the preparation of the business plan and other corporate
structure matters for an eight-year old business seeking to enter new
markets, take on a new partner, and obtain venture capital funding.
- Assistance with the preparation of the business and financing plans for a
new retail concept seeking $8 million in venture capital funding.
- Assistance with modifications to the business plan of a start-up retail
venture seeking $1 million of additional venture capital funding.
- Assistance with turn-around planning for a $2 million electrical
contractor with severe cash flow problems.
- Development of business plan skeletons for numerous home-based new
business ventures.
- Assistance with the formation of a joint venture partnership between two
existing service businesses.
- Assistance with the planning and structuring of a four party merger into a
new technology company seeking $3 million of venture funding.
- Development of an equity offering designed to raise $10 million for a
rapidly growing 35-unit retail chain.
- Designed and implemented a full budgeting and forecasting system for a $500
million retail chain.
- Designed and implemented a labor productivity model that achieved labor
savings during a period of increasing sales.
- Assistance with the preparation of the business and financing plans for a
designer and importer of specialty apparel seeking $1 million in debt
funding
- Assistance with the planning and due diligence review for the acquisition
of a $6 million manufacturing company by one of its customers.
- Valuations of businesses in numerous divorce proceedings.
- Assistance with the financial portions of the business plan of an internet
start-up company.
- Assistance with the resolution of shareholder issues and formation
of a joint venture with new partners.
- Assisted the Venture Capitalists with cash flow forecasts
for a $140 million packaging company to assist in post-bankruptcy planning.
- Valuation of businesses for estate tax planning.
- Assisted a $10 million service company with planning a work-out of
it's debt and preparation of the company for sale.
- Assisted with the evaluation of a professional services firm for
acquisition purposes.
- Assisted the secured lender with the evaluation of a business plan
for an $85 million industrial service company.
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