Strategic Advisory Services

 

At PBMares, we give you the insight you need to drive your success. You receive advice that is clear and practical. It’s hard numbers coupled with meaningful interpretation. It’s the kind of information your business needs to grow. We’ll help you seize future opportunities before someone else does.

With expertise across industries, we can provide a comprehensive look at the financial and economic forces that affect your business. Our years of experience in the areas of business strategy, valuations, corporate finance and mergers and acquisitions provide you with the expertise and solutions you need to succeed.

Services

Business Strategy and Operations
We advise managers, shareholders, and boards of directors on a wide range of issues affecting their company. Combining industry knowledge, rigorous analysis, and operating experience, we provide our clients with advice that is both innovative and insightful. Our services include:

• Internal Control Studies
• Performance Benchmarking
• Financial Forecasting
• Strategic Planning
• Board and Special Committee Advice

Mergers and Acquisitions
We provide a full range of merger and acquisition advisory services, with a focus on the sale of privately held companies. Drawing on the collective strength of our transaction, accounting, and tax professionals, we are able to address the breadth of issues that arise in complex merger and acquisition transactions. Whether you are interested in selling all or a portion of your business, making a strategic acquisition, or divesting selected assets, we can manage the transaction process to a successful outcome. Our services include:

• Deal Structuring
• Valuation
• Negotiation Assistance
• Due Diligence
• Tax Strategies

Corporate Finance
We work with companies seeking capital for start-up or expansion needs, as well as those looking to refinance existing debt. Our broad transaction experience, coupled with our extensive relationships with varied financing sources, enables us to provide the optimal capital structure and most favorable financing terms for our clients. We typically assist clients with financial modeling, financing structure, capital sourcing and business plan preparation.

• Financial Projections
• Valuation
• Capital Sourcing
• Negotiation Assistance
• Financing Memorandum Preparation