Exit Maximization

Long Business Description

Merger & Acquisitions

Buyer, Seller, and Investor Advisory that makes a difference

Capital

We'll help find the best partner that brings the greatest value to stabilize and grow your business

Consulting

We'll assist you in creating and implementing business growth and exit strategies

Business Contact Name
Josh Howard, Managing Partner
Office location(s)
Tampa, FL, USA
Business Name
Business Website Address
Other area of expertise
Chief Financial Officers
Long Business Description


Brady CFO specializes in providing Fractional CFO services to owner operated businesses that are in the food production, agribusiness, construction, logistics, manufacturing, warehousing/distribution and professional services. We offer customized packages as and serve as strategic partners to identify growth opportunities, manage and source capital and increase cash flow.

Business Contact Name
Nay S, Business Manager
Office location(s)
Houston, TX, USA
Business Name
Business Website Address
Other area of expertise
Legal Consulting, Flex Legal Talent, collections/forensics e-Discovery and much more
Long Business Description

Consilio is a global leader in eDiscovery, document review, risk management, and legal consulting services. The company supports multinational law firms and corporations using innovative software, cost-effective managed services and deep legal and regulatory industry expertise. Consilio has extensive experience in litigation, HSR second requests, internal and regulatory investigations, eDiscovery, document review, information governance, compliance risk assessments, cybersecurity, law department management, contracts management, legal analytics, paper discovery and digital printing, as well as legal recruiting and placement. Consilio and its global family of companies, Advanced Discovery, Altep, Millnet Document Services and Legal Placements Inc., employ leading professionals in the industry, applying defensible workflows with patented and industry-proven technology across all phases of the eDiscovery and risk management lifecycle. ISO 27001:2013 certified, the company operates offices, document review facilities and data centers across Europe, Asia, and North America.

Business Contact Name
David DiDonato, Regional Director
Office location(s)
HQ in Washington DC and located in 50 states and 20+ countries globally
Business Website Address
Other area of expertise
Philanthropic Advising
Long Business Description

Freedom Summit Consulting exists to help closely-held businesses:
- Prepare for the transition of leadership, stewardship, and ownership
- Obtain clarity for strategic planning
- Improve the effectiveness of processes & teams
- Explore cost savings solutions to reduce overhead
- Develop next generation leaders
- Coach owners in stepping away from day-to-day operations
- Determine owner's personal financial readiness to exit
- Assist is developing and implementing estate, legacy and philanthropic goals
- Source a team of trusted advisors to execute an exit plan which meets personal, business, and financial goals

This work is done through a structured process that draws upon three primary resources:
- The knowledge, expertise, and experience of my clients, specific to their industry. We determine how to best leverage past successes and strengths as well as focus time and energy to overcome challenges and seize opportunities.
- Draw upon my professional experience and the expertise of my FocalPoint colleagues when offering guidance.
- Utilize best practices of the world’s most respected business leaders via FocalPoint, a world-class proprietary program created by Brian Tracy, which sources business principles, strategies, tactics, tools, and systems.

Typical results are improved business skills, cash flow, growth, higher performing teams, and a healthy business that can be successfully exited. This delivers greater personal satisfaction both inside and outside of business. We guarantee money back on the investment in our services and a substantial ROI. Although it takes hard work, our clients attain their goals without the uncertainty and frustration they had prior to having a having a trusted team of professionals.

Business Contact Name
Keith Atneosen, Principal | Family Business Advisor, CEPA
Office location(s)
Post Falls, ID, USA
Business Website Address
Other area of expertise
Corporate Finance, debt structure and placement
Long Business Description

Infinity provides expert merger and acquisition (M&A) and corporate finance services to companies with revenues between $25 million and $250 million. Our principals of the firm have successfully completed hundreds of millions of dollars in transaction value. Our primary clients consist of privately held, closely held and family owned businesses.

Business Contact Name
Dan Flick, Managing Partner
Office location(s)
Dallas, TX USA
Business Website Address
Other area of expertise
Strategic Planning -- Executive Leadership Coaching and Development -- Business Development & Sales Coaching
Long Business Description

Paradigm Associates LLC is a national consultancy serving the business community internationally. We address the challenges faced by middle market and large companies looking to refine, develop, and align strategy, structure, people, and processes.

Visit our website's portals that address your specific concerns.

Our main focus is to work with your mission-critical individuals and teams (executives, management, sales and/or employee teams) to improve their ability to get results. Our straightforward, common sense approach develops and aligns strategic thinking, people, and processes while minimizing or eliminating the impact of anything that can get in the way. We are successful when your organization has developed the ability to see, think about, and do the things necessary to achieve its desired outcomes both now and in the future.

Exit Maximization: For you who are contemplating exiting from or selling the business at some point, we help you command the maximum return. At Paradigm Associates LLC, we work with you well in advance of actively seeking buyers or beginning a transition. Our expertise helps you objectively examine your strategy, structure, people, and processes. Together we discover areas that minimize lost improvement opportunities and maximize results.

Appropriate tools, techniques, practical tactics, and people development processes help build the overall value before offering the business for sale.

Business Contact Name
Doug Brown, Chairman/CEO
Office location(s)
HQ in Cranford, NJ (USA) with offices in FL, NC, NJ, NY, PA, UT
Business Website Address
Other area of expertise
Exit planning and SBA loan prep from $1MM to $5MM
Long Business Description

The Midessa Group is a boutique M&A Advisory Investment firm headquartered in Odessa, TX. We specialize in selling lower to middle-market privately held companies with revenues between $5MM and $100MM in the Oil & Gas Services industry.

Our criteria is simply a starting point for considerations and we encourage you to contact us to share your thoughts and explore opportunities. We offer a complimentary discovery meeting and free opinion of value to our clients.

Business Contact Name
Enrique Romero, Managing Partner
Office location(s)
Odessa, TX, USA
Business Name
Business Website Address
Long Business Description

We are advisors to closely held family and investor-owned businesses in the manufacturing, technology, real estate, and healthcare spaces. V&R engagements generally last a year or more and are focused on performance improvement, building stronger partnerships and often a recapitalization, for both divestiture and acquisition. We also work with large, often national, not-for-profits as advisors on their M&A, integrations, and sustainability.

Mike Roth is a Founder and Managing Partner of V&R, a management consulting and M&A advisory firm based in Michigan. Mike Roth, Jeff Vlasic, and their now 7 partners have developed a successful M&A Advisory practice that focuses on advising multigenerational and diversely-owned businesses in the healthcare, technology, property and manufacturing spaces through the complicated growth, marketing, sale and earn out phases of a majority sale or "recap."

Mike favors challenging situations, where leadership or ownership has differing interests and post-sale plans, where a key advisor (often a CPA, FA or attorney) is interested in staying involved through the M&A process, and/or where simply auctioning to the highest bidder and discarding a legacy are not the ideal outcomes. Sell-side focused, and buy-side friendly, the V&R team seeks true partnerships and permanent, not transactional, relationships.

“A CEO-client said it best ‘I trust V&R. They stand behind our people, deliver sustainable solutions, never take credit, and always offer accountability.’ and I couldn’t say it better myself.” -Mike

Business Contact Name
Michael Roth, Managing Partner
Office location(s)
Bloomfield Hills, Michigan, United States