Business Advisory Services
Helping owners grow their businesses and achieve their life plans.
We leverage our training and personal entrepreneurial and business owner experiences with a people-focused approach to provide the following best-in-class business advisory services:
Growth Planning
Bringing the strategic growth activities of professional investors to middle market companies to maximize value.
Transition Planning
Helping owners prepare for the transfer of ownership of their largest asset, their privately held business.
Mergers & Acquisitions
Coordinated growth and transition planning to ensure the most successful middle market business transactions.
Outsourced CFO Services
Directing outsourced services to ensure owners have the timely financial information they need to make informed decisions.
Recent posts on Business Advisory
FAZ Case Snapshot: Follow the Cash – Banking and Financial Statement Analysis Allows Client to Recover Embezzled Funds
In this case, the client owned and operated a mental health care provider that specialized in providing facility-based therapy throughout... read more →
September 15, 2022
FAZ Case Snapshot: Profitability and Lifestyle Analysis Helps FAZ Client Win Favorable Settlement
In this case, our client had opened a restaurant with a Restaurateur who already owned and managed a successful restaurant... read more →
July 14, 2022
FAZ Case Snapshot – Collaborative Law Resolves Marital Dissolution and Business Disputes
This is a case involving a couple who used the collaborative law process to resolve their marital dissolution along with... read more →
May 12, 2022
How to Make Business Growth Predictable
Does this sound familiar? You want to grow your company, but you’ve hit a wall. Or maybe you are trying... read more →
May 13, 2021
Comparing Growth Planning and Exit Planning
“Creating Successful Transition Series” by Stephen Ferraro, CPA/ABV/CFF, CVA, CEBC, MAFF As the owner of a privately held business,... read more →
March 9, 2021
Business Owner Survey Tells a Steady Story “Mental Readiness for an Exit is LOW”
“Creating Successful Transition Series” by Stephen Ferraro, CPA/ABV/CFF, CVA, CEBC, MAFF This article shares findings from an ongoing research effort... read more →
February 9, 2021