Evergreen Advisors offers the following Strategic Planning services:
When planning for or executing the restructuring or transitioning of the business, Evergreen Advisors will ensure a smooth process. Whether you are planning to transfer ownership, managing for retirement, preparing growth opportunities, or simply ensuring your business remains profitable and sustainable, Evergreen will walk you through the financial and strategic options. We pride ourselves in the personal relationships and trust that we build with our clients.
When thinking about transferring ownership of your company and considering all of your options, Evergreen will assist you through the beginning stages of this process. Topics include: business valuation, transaction and funding options, financial feasibility and sensitivity analysis of various options, management depth and succession, pre-transaction diligence, and architecting the optimal process. In planning for a transaction or liquidity event, leveraging the expertise of Evergreen will provide for a more efficient process and successful outcome.
Contact us at firstname.lastname@example.org for more information on our Strategic Planning Services.