How to Increase Profitability: The Customer Sales Mix
August 27, 2019
Financial modelling for several craft beer start-up businesses to assist in business planning and financing.
Performed annual valuation of a global engineering business to facilitate the transition of ownership interests.
Financial advisor to a distribution company on its short-term bridge financing, including preparation of the financing proposal and negotiations with lenders.
Financial advisor to an insurance brokerage on its financing for shareholder buyouts and acquisitions, including preparation of the financing proposal and negotiations with lenders.
Financial advisor to an engineering firm on a buyout of shareholders, including advising on pricing.