BUSINESS ADVISORY
INVESTMENT ADVISORY
FAMILY ADVISORY
Management Buyouts Investment Policy Creation The Keep / Sell / Grow Business Analysis
Expansion Capital Raises Portfolio Structure and Diversification Strategies Reconciliation of Estate Plan and Business Plan
Recapitalizations Manager Search (Public & Private) Family Office Feasibility Study
Business Valuation Multiple Custodial Options Implementing a Family Investment Company
Debt Restructuring Alternative Investment Search (Public & Private) Beyond the Family Office
Partner/Family Buyouts Private Equity Access (Direct & LP) Selling Your Business
Liquidity Alternatives Extensive Due Diligence  
Employee Ownership Plans (ESOP) Portfolio Diagnostics  
  Multiple Reporting Options  
     

 

 

 


Strategic Business Advisors, LLC | Beringer & Company | BC Advisors LLC