Transition Planning

Business Website Address
Other area of expertise
Investment management
Long Business Description

We focus on helping individuals and their families restore order and align their investments with how the world really works. That means understanding human nature and getting to the real source of investment returns. We help you calm the chaos and get you on track.

We are an independent investment adviser with conflict-free decision-making. As fiduciaries, we are accountable solely to our clients and best practices.

Business Contact Name
Martin Leclerc, Managing Partner
Office location(s)
Washington, DC, USA
Business Name
Business Website Address
Other area of expertise
Sales Growth
Long Business Description

BlackCap is a metric-driven global manufacturing advisory firm that analyzes and implements financial improvements across the spectrum of a company’s touchpoints (supply chain, operations, engineering, quality, finance, IT/cyber, sales & marketing, etc.). We have deep experience knowing where the “bodies are buried” in many verticals including automotive, medical device, pharmaceutical, food & beverage, packaging, consumer goods, building products, industrial goods, capital equipment, and others, both domestic and international. BlackCap is often engaged to optimize sales channels and expand markets, implement cost reduction initiatives, define and implement digital transformations, and assist in inorganic growth through greenfield and brownfield initiatives.

Business Contact Name
Andrew Pulkrabek
Office location(s)
United States (National) and International (Mexico, Germany, Israel, India, UK)
Business Name
Business Website Address
Business Contact Name
Thomas Bonney
Office location(s)
Philadelphia, PA, USA
Other area of expertise
Business Development
Long Business Description

Terry Keating through Donald J. Keating & Sons provides broad-based consulting and advisory services to middle market companies and private equity with orientation to the financial services industry. Terry has over 30 years of leadership and operational experience knowledge and expertise developing “best practices” necessary for success serving as the leader | advisor. Terry has recently served as an independent member of the Board of Directors of a private equity owned commercial finance company and serving as a special advisor to an independent private equity sponsor, as well as several other advisory engagements related to capital formation, ownership transition and market development.

Business Contact Name
Terry Keating
Office location(s)
Greenville, SC, USA
Business Name
Business Website Address
Long Business Description

We connect all the best ways to MAXIMIZE Private Business Value!

Business Contact Name
Mike Nall
Office location(s)
Milwaukee, USA
Business Name
Long Business Description

MoneySoft publishes DealSense software for the M&A and Business Valuation communities.
DealSense gives dealmakers a complete financial analysis tool made specifically for the M&A transaction process. DealSense provides wall-to-wall analysis in one system that integrates financial benchmarking, valuation/pricing, deal structuring, financial projections, Free Cash Flow/ROI analysis, consolidated financials, accretive/dilutive analysis and report writing. DealSense automates the report preparation process and creates several different reports including CIMs/Pitchbooks, Teasers, Valuations and others.
DealSense also includes MoneySoft Business Valuation Specialist for advisors who also need to create defensible valuations for tax, litigation support or planning purposes. Get more info and schedule a live demo here: https://moneysoft.com/valuation-and-acquisition-analysis-software

Business Contact Name
Matthew Shipley
Office location(s)
Phoenix, AZ, 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 Name
Business Website Address
Long Business Description

Corporate, Market, Product, Go-to-Market & Global Operating Strategy

Business Contact Name
Jon Kirchner
Office location(s)
Philadelphia, PA, USA
Subject Matter Expertise
Other area of expertise
Specialized strategic and transactional services
Long Business Description

Pickwick has emerged as a recognized adviser in the middle market, providing a full range of investment banking services for privately-held companies. Pickwick and our partners take pride in our effective process for creating value for clients. Through our extensive network of qualified buyers and investors, we market our clients to multiple interested parties to find the “outlier” across various markets. We connect people to capital and are focused on providing the highest levels of integrity and value for our clients.

A Security and Exchange Commission (SEC)-registered, and FINRA-member broker-dealer, Pickwick Capital is headquartered outside New York City, with more than 100 senior level professionals across the United States.

Business Contact Name
Marty Leclerc, Managing Director
Office location(s)
White Plains, NY, USA
Business Name
Business Website Address
Subject Matter Expertise
Long Business Description

S. Lawrence & company is a relationship based M&A firm that helps business owners prepare for and partners with them throughout the transition process, whether that be a sale to a third party, a management buyout, a transition to a family member or any other type of transition. We have developed a proprietary process which helps owners receive the maximum value for their life’s work while emphasizing the continuation of their business for the benefit of your employees, customers, and community.

Business Contact Name
Robert Sharp, Director
Office location(s)
Flushing, Mi, USA Annandale, VA, USA
Business Website Address
Subject Matter Expertise
Other area of expertise
Franchise Consulting & Development; Exit Planning
Long Business Description

Managing Partner, TRANSWORLD Business Advisors of Capital Region..

TRANSWORLD Business Advisors is the world leader in the marketing and sales of businesses and franchises.

Whether you represent an acquisition-minded corporation or are personally interested in owning your own company, Transworld offers professional services that successfully bring buyers and sellers together. From business brokerage to mergers and acquisitions; we are the business sale specialists.

Three areas of expertise:

Business sales:- We focus on selling your business so you can focus on running your business. The three best things you can do to help get the highest price for your business are to keep good books, maintain profitability throughout the sale process, and advertise to the most prospective buyers. We help you do just that by brokering the entire deal so you can focus on what you do best. And since Transworld spends more on advertising than anyone else in the industry, we will bring you the right buyers.
Franchise Consulting:- For those wanting to start their own business, but wish to have the umbrella of a proven concept and solid support structure, buying a franchise is a perfect fit. Transworld represents over 300 franchises in nearly every industry.

3. Franchise Development:- Many business owners have worked hard to create a great business idea and an attractive image. It’s time, then, to take the next step and expand your business nationally through franchising.

Business Contact Name
Hitesh Patel, Business Navigator
Office location(s)
Camp Hill, PA, USA