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Business Advisory Solutions

Here for you. Here for your people.

If you’re considering changes, talk to us. Our senior advisors will equip you with information gleaned from years of real world industry experience to help you achieve your goals for your business and your family. From mergers & acquisitions to merchandising and supply-chain solutions, we’re the industry’s trusted resource.  


Our experts will review your current business processes and share ways you can gain efficiencies, improve effectiveness, streamline operations, restructure debt, evaluate risks and more. 


And if you’re thinking about selling or relocating your business or a business unit, please reach out to us. From acquisitions to transition & succession planning, we’ll answer all your questions and be by your side from start to finish.

Businesswoman managing inventory in warehouse

If you are looking to expand your business from within your existing four walls, we can help you do it while minimizing the impact to your staff and ongoing operations. Our Merchandising consultants go beyond proven product placement to help you find ways to make the most of your unique space, increase sales volume, inventory accuracy and improve your position in today's competitive marketplace. 


Grow Sales and improve your gross margin and inventory position with our Supply Chain consultants. We have solutions to help you consistently source products. Additionally, we’re your resource for pricing and re-ordering issues, as well as navigating cost/pricing changes in commodities and tariffs.  

Full-service business consulting across six core categories:

  • Mergers & Acquisitions

  • Sale of Business

  • Risk Management

  • Treasury Management

  • Strategic Planning

  • Operations Improvement


Mergers & Acquisitions

With you every step of the way.

  • Identification of Targets

  • Valuations

  • LOI Development

  • Due Diligence

  • Transaction Structure

  • Coordination & Mgmt.

  • Evaluation of Real Estate

  • Review of Closing Documents

  • Transition & Integration of Operations

Treasury Management

Maximizing distributable cash flows & improving liquidity

  • Financial Analysis

  • Cash Flow Modeling

  • Identification of New Lending Partners

  • Refinancing of Credit Facilities

  • Debt Covenant Compliance & Forecasting

  • Accounts Payable

  • Accounts Receivable 

  • Vendor Agreements

  • Credit Card Processing

Sale of Business

At your side from start to finish.

  • Preparing a Business or Business Unit for Sale

  • Confidential Information Memorandums (CIM)

  • Process Management 

  • Marketing Your Business

  • Data & Transaction Coordination

  • LOI Review

  • Preparation of Disclosure Schedules

  • Closing Document Review

Strategic Planning

Best practices for long-term growth

  • New Site Selection & Evaluation

  • Lease Negotiations (Initial, Renewals, Amendments)

  • Capital Budgeting

  • Sales Forecasting

  • Expense Management

  • Asset Utilization

  • Supply Chain

  • Store Planning & Design

  • Merchandising

  • LED Lighting Retrofits

Risk Management

Reviews to mitigate risk and minimize loss

  • Evaluation of Insurance Program Design

  • Claims Management Process

  • Quarterly Claims Review

  • DOT Compliance 

  • Fleet Management & Utilization

  • Safety Audits

  • Training Review

  • Loss Prevention

Operations Improvement

Effective & Efficient solutions proven to increase profitability

  • Retail Business Management 

  • Supply Chain Optimization

  • Facilities & Equipment Utilization

  • Fixture & Racking Analysis

  • Margin Analysis

  • Customer Pricing Matrix Structure

  • Physical Inventory

  • Personnel Review

  • Waste Management


Lisa Glass

Business Development Manager

“People sell businesses for many different reasons, and we want them to feel as proud of their business after the transaction as they did before.”

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