SERVICES
Corporate Advisory
Evergreen Advisors offers an array of corporate advisory services leveraging a team of experts with diversified professional expertise. These experts provide solutions to a wide range of financial scenarios and complex corporate needs. We will assist you through the various stages of the company lifecycle, ranging from strategic shareholder initiatives to critical operational needs.
Businesses adding new locations, planning expansions, consolidations, or relocations, need streamlined, informed processes that prevent costly mistakes in location decisions while also maximizing return on investments.
- Site Selection & Location Advisory
- Supply Chain Optimization
- Financial Incentive Negotiations
- Incentive Implementation
- Strategic Workforce Solutions
Evergreen Advisors’ Outsourced CFO Practice specializes in managing the accounting and financial reporting needs for emerging and fast-growth companies throughout their life cycle.
- Business & Financial Strategy
- Budgeting, Forecasting & Reporting
- Financial Planning & Analysis
- Capital Raise Support
- Board/Investor Management
Whether it’s a contentious litigation, a shareholder buyout or IRS audit, having a credible valuation expert is critical. Credibility comes from the combination of preparation, expertise, integrity, and consistency.
- Financial Reporting
- Tax Matters
- Fairness Opinions
- ESOP Advisory
- Litigations Support
- Transaction Support &
Business Planning
Recent Transactions
Corporate Advisory
CFO Advisory
Corporate Advisory
Corporate Advisory
Corporate Advisory
Corporate Advisory
Corporate Advisory
Corporate Advisory
KCI has engaged Evergreen Advisors, LLC for over 35 years. During that time, Evergreen has provided unparalleled ESOP valuation services to our firm. Evergreen’s independent approach/technique to ESOP valuations is only matched by the technical expertise and savvy of Evergreen’s staff. We are completely satisfied with their professionalism and results
“Fred Shaw, our Chief Financial Officer as an Evergreen advisor has been absolutely instrumental to our company’s success in navigating the complexities of government financial accounting. He has ensured our compliance and positioned us for exponential growth.”
I highly recommend Evergreen as the go-to resource for innovative companies looking for accelerated growth and the capital to achieve their goals. Additionally, as the Chair-Co-Founder of the parent company, and the CEO of Bandura, I realized that to expedite fund-raising, we would need a management team that had successfully raised investment rounds and had the ability to rapidly build a sales team. Evergreen coordinated a process for interviewing and selecting a new CEO and they provided an outsourced, experienced CFO to the team. As a female founder and cyber pioneer, I want to add that I felt I respected, heard and consulted every step of the way!
“Evergreen has helped us improve our accounting processes, workflows, financial reporting, and budgeting process. They were also instrumental in the due diligence for FHA and provided invaluable counsel to us.”
Evergreen has assisted Nutramax with valuation services for many years. They take the time to really understand the changes in our business and engage in a meaningful dialogue regarding the assumptions that drive the valuation of our privately-held company. Highly recommended.
“Working with Evergreen has been a great pleasure. These are the people you want on your side to lean on and trust.”
I highly recommend the services of Mr. James Webb of Evergreen Advisors, LLC. for ESOP audit/evaluations. We have engaged James for many years and find his services to be highly professional.
James is timely, pleasant, and consistent in his ongoing evaluations of the Channellock, Inc ESOP. I can highly recommend James and Evergreen for ESOP needs.
One of our biggest issues prior to engaging Evergreen was that our processes only allowed us to see up to two months out and that was accomplished with an abundance of communication which at times was difficult. Due to our rapid growth, we needed more room and visibility ahead to make sound financial decisions to manage the influx of work. Evergreen has since worked extensively with our team to develop and implement more comprehensive financial and forecasting plans. We are now able to make decisions with a sharply focused lens up to a year out. Information that we always had available in raw form has now been normalized allowing us to navigate the company fiscal pulse more dynamically. Their wealth of experience and their vast networks provide an unprecedented amount of reach back to various resources within the industry.
John Ellis has been a great asset to our company. He has been instrumental in guiding our people to improve practices in reporting and coding in Quick Books, creating reports in EXCEL. He is always very responsive whenever one of our people or I need help with anything . I have relied on his financial advice on crane purchases among other things.
