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Developing Innovative Strategies



  • Business Advisory, Strategic planning for growth and profitable exits.

  • Balance Sheet review and analysis to maximize business evaluation

  • Access to capital partners for profitable exit strategy planning

  • Corporate structures - review and planning according to best strategy. Restructure, preparation of corporate resolution, minutes, stock certificates etc.


  • CRE - Commercial Real Estate acquisition planning: financials, equity injection, corporate structures and its impact on SBA and Direct financing requirements.

  • M&A - Mergers & Acquisition as expansion and growth strategy – planning, strategy implementation with and without capital partners

  • Affiliates as a Rollup base structure - current corporate affiliations are perfect skeleton structures for a Virtual Rollup strategy, shorter build time and accelerated exit.


  • Exit strategy for 5X-10X and more– private equity and institutional buyers

  • Virtual rollups as means to maximize business value during exit

  • Exist strategy, a multiple layer option to business owner: retirement income/safety, minority owner, exit into NNN investor

  • Acquisition of CRE as investment and retirement plan on exit strategy

  • Client's CRE projects as means of growth - review and analysis as a service, advisory during completion, board member options after completion


We are your partner to plan and execute the growth of your business.  Your goals plus our strategy will become ONE but you remain in "driver seat" 100% all the time.  Our planning is done by inhouse consultants and approved vendors we work with.  We provide the highest level of service as your satisfaction is the only basis for our fee to be earned.  During the planning process you approve all actions, we execute accordingly to advance our mutual plan. 

Our executive partnership plan is available for more hands on approach, where we can take stake in your company and our holding company becomes your official business partner until execution of our mutual exit strategy.  This strategy provides different financial structure, with less capital needed from you to execute the plan. 

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