Evergreen Advisors offers the following Corporate Finance services:
Growth / Finance Planning
- Financial Model, Forecasts and Decision Support
- The financial model and financial forecasts are key to supporting critical business decisions, whether it may be evaluating strategic initiatives, or having the tools to monitor and analyze your business. Evergreen’s models include Pro-Forma Financials, Feasibility Analysis, Capital Formation and Optimal Capital Structures, and Robust Forecasting and Sensitivity Budgeting. The models are user-friendly, interactive and dynamic, and are designed to analyze different scenarios in order to provide deeper insights and improve the decision-making process.
- Business Plan / Business Case
- Evergreen works closely to provide forward-looking business strategy consulting that helps drive growth, profitability, competitive advantage, and capital investment. Whether it is market research, new product/service expansion, full business plan for optimizing your strategy or a pitch deck to summarize the plan, our team brings their depth of expertise to create an outcome that drives the growth and funding of an organization.
Financial Restructuring
Evergreen’s multi-disciplinary approach provides clients with a comprehensive method in the review of their strategic alternatives, capital options, debt restructuring, and performance changes. Our team works with you to develop an achievable plan that builds in contingencies and helps you navigate through operational and financial change.
Credit Transactions
Whether it is for growth capital, acquisition financing, or debt restructuring, Evergreen’s team has a broad knowledge of capital markets and strong relationships with a full spectrum of lenders including commercial banks, independent commercial finance companies and both senior and junior debt funds.
Our knowledge of the debt market allows us to structure, develop and negotiate the optimal terms and conditions to drive successful outcomes, protecting the interest of the owners, and balancing all of the risks and returns.
Equity Compensation
Increasing productivity and profitability through equity based compensation arrangements is a strategy often sought by owners of both emerging and established businesses. The issuance of stock options, stock appreciation rights, or other forms of equity based compensation including ESOP’s can involve complex accounting, business, valuation, and taxation issues.
Evergreen Advisors assists our clients in tailoring plan provisions for your business, identifying the cost and impact of various alternatives, and evaluating appropriate value drivers. Finally, we provide our clients with business valuation opinions of equity for tax and financial reporting purposes.
Contact us at info@evergreenadvisorsllc.com for more information on our Corporate Finance Services.
