IT’S TIME TO ACCELERATE
YOUR BUSINESS’ GROWTH
WE ARE HERE TO HELP. HERE'S HOW.
Our Advisory firm assists owners by providing cost-effective, value added solutions to improve the financial position and operations for businesses to maximize value before, during and after a transaction.
Create comprehensive strategy for eventual transaction
Standardizing Operating Procedures
Realigning equity related buy/sell/invest transactions
Augmenting Mgmt teams with C-suite/VP level executives
Creating Unique Value Propositions
Maximizing operational efficiencies
WHO WE ARE
Our Teams’ Collective Knowledge Kicks Businesses into High Gear
We start by focusing on what’s vital to building value and preparing all the moving parts to work together and efficiently.
Our team of advisory professionals have decades of combined experience spanning multiple business industries with deep experience in software, infrastructure, cash-flow, strategic planning, customer acquisition, finance, tech, planning and analysis and acquiring and divesting complex companies.
Our principals have started, acquired, managed and sold 100+ companies worth billions of dollars of assets and have personally invested into many early stage ventures.
We have used our combined knowledge to acquire, invest and partner with companies to solve the most complex business issues to prepare companies to transact.
"You need to think about the end at the beginning."
Joe Bihner, Managing Partner
WHO WE SERVE
We provide essential expertise to privately held businesses to prepare them for transaction.
PE Firms & Portfolio
Our team, tools and processes speed the journey to a successful and optimal exit leveraging unique modeling, operating models, planning/forecasting informed by meaningful quarterly reviews and early due diligence results.
Venture Capital &
We assist start-up/early venture firms to balance cash-flow vs. growth, develop and execute early strategic plan to scale and grow.
We provide IB’s The Summerset Group solution to offer to their “almost there” clients to help them prepare for transaction.