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M&A and Consulting

Experienced advice to help you navigate your business’s most significant opportunities.

Team-Based Business Advisory Services

Led by an experienced team of advisors, our business advisory services are designed to help clients address a broad variety of business challenges that present significant risks or opportunities but fall outside their core business capabilities or expertise.

Delivering Measurable Value

  • Turnaround Services
  • Investment Banking
  • Succession Planning
  • Business Valuation
  • Litigation Support
  • Internal Controls and Operations
  • Turnaround Services
  • Investment Banking
  • Succession Planning
  • Business Valuation
  • Litigation Support
  • Internal Controls and Operations
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More Solutions. Less Frustration.

Our business advisory services are focused on helping our clients reduce risk, maintain compliance and maximize profitability. Our confidential advice focuses on execution details with senior leadership at each stage to maximize the probability of the best outcome for each client.

How Creative Planning Is Different

We’re different from other providers of business advisory services in three key ways:

Teamwork

If we can solve a client’s challenge in-house, we will — but if a trusted ally can do it better or faster, we’re happy to shift to a coordinating role.

Experience

Many of our professionals have also worked in our clients’ industries, often in C-suite positions, giving us deeper expertise in a wide range of relevant strategies and solutions.

Clarity

When our project is complete, we deliver a document that not only summarizes the results for our client’s boss but also includes a more granular summary that can be used by people downstream in the organization.

Adding Value for M&A Clients

Our process is built to deliver an exceptional client experience. We accomplish this by:

  • Taking the time to understand your vision, culture, values and business plan
  • Navigating the deal process through a comprehensive understanding of the buyers and sellers within your industry
  • Determining a realistic transaction value to identify and select the ideal partner
  • Guiding you through critical steps in the M&A process
  • Advising on what is internally achievable to leverage negotiating power
  • Proactively advocating on your behalf to help you achieve optimal deal terms
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Ready to Get Started?

 

Prefer to discuss over the phone?
833-416-4702