Michael Goldman & Associates, L.L.C. - Consulting & CPA Services

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Planning
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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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Last modified: March 31, 2007