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
Our Leadership Team
Featured Insights
“Evergreen Advisors was the essential element that made this merger come together. They offered deep experience and expert advice, and they kept our goals front and center throughout the process. Combined with Cadmus, our Wheelhouse team has an exciting future ahead, and I’m grateful to our Evergreen team for helping to make that happen.”
“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.”
“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.”
“Evergreen Advisors provided invaluable guidance throughout the entire process. Their
expertise, knowledge, efficient process and 24/7 communication and access allowed us
to both successfully achieve our transaction goals and find an ideal home for our
business.”
“When the decision was made to consider the sale of our second-generation family business, we turned to Evergreen as our trusted advisors. They provided the guidance, insight and direction to navigate through the complexities of finding the right company to become the next caretakers of the legacy that our family created- and we could not be more pleased with the outcome. Thank you, Rick Kohr, Justin Horsman and the Evergreen team.”
“When the decision was made to consider the sale of our second-generation family business, we turned to Evergreen as our trusted advisors. They provided the guidance, insight and direction to navigate through the complexities of finding the right company to become the next caretakers of the legacy that our family created- and we could not be more pleased with the outcome. Thank you, Rick Kohr, Justin Horsman and the Evergreen team.”
“Evergreen Advisors provided invaluable guidance throughout the entire process. Their
expertise, knowledge, efficient process and 24/7 communication and access allowed us
to both successfully achieve our transaction goals and find an ideal home for our
business.”
“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.”
“Evergreen Advisors provided invaluable guidance throughout the entire process. Their
expertise, knowledge, efficient process and 24/7 communication and access allowed us
to both successfully achieve our transaction goals and find an ideal home for our
business.”
“When the decision was made to consider the sale of our second-generation family business, we turned to Evergreen as our trusted advisors. They provided the guidance, insight and direction to navigate through the complexities of finding the right company to become the next caretakers of the legacy that our family created- and we could not be more pleased with the outcome. Thank you, Rick Kohr, Justin Horsman and the Evergreen team.”
“When the decision was made to consider the sale of our second-generation family business, we turned to Evergreen as our trusted advisors. They provided the guidance, insight and direction to navigate through the complexities of finding the right company to become the next caretakers of the legacy that our family created- and we could not be more pleased with the outcome. Thank you, Rick Kohr, Justin Horsman and the Evergreen team.”
“Evergreen Advisors provided invaluable guidance throughout the entire process. Their
expertise, knowledge, efficient process and 24/7 communication and access allowed us
to both successfully achieve our transaction goals and find an ideal home for our
business.”
“When the decision was made to consider the sale of our second-generation family business, we turned to Evergreen as our trusted advisors. They provided the guidance, insight and direction to navigate through the complexities of finding the right company to become the next caretakers of the legacy that our family created- and we could not be more pleased with the outcome. Thank you, Rick Kohr, Justin Horsman and the Evergreen team.”
“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.”
“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.”
“When the decision was made to consider the sale of our second-generation family business, we turned to Evergreen as our trusted advisors. They provided the guidance, insight and direction to navigate through the complexities of finding the right company to become the next caretakers of the legacy that our family created- and we could not be more pleased with the outcome. Thank you, Rick Kohr, Justin Horsman and the Evergreen team.”
“Evergreen Advisors provided invaluable guidance throughout the entire process. Their
expertise, knowledge, efficient process and 24/7 communication and access allowed us
to both successfully achieve our transaction goals and find an ideal home for our
business.”
“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.”
“Evergreen Advisors provided invaluable guidance throughout the entire process. Their
expertise, knowledge, efficient process and 24/7 communication and access allowed us
to both successfully achieve our transaction goals and find an ideal home for our
business.”
“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.”
“Evergreen Advisors was the essential element that made this merger come together. They offered deep experience and expert advice, and they kept our goals front and center throughout the process. Combined with Cadmus, our Wheelhouse team has an exciting future ahead, and I’m grateful to our Evergreen team for helping to make that happen.”
“Evergreen Advisors provided invaluable guidance throughout the entire process. Their
expertise, knowledge, efficient process and 24/7 communication and access allowed us
to both successfully achieve our transaction goals and find an ideal home for our
business.”
“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.”
“Evergreen Advisors provided invaluable guidance throughout the entire process. Their
expertise, knowledge, efficient process and 24/7 communication and access allowed us
to both successfully achieve our transaction goals and find an ideal home for our
business.”
“Evergreen Advisors provided invaluable guidance throughout the entire process. Their
expertise, knowledge, efficient process and 24/7 communication and access allowed us
to both successfully achieve our transaction goals and find an ideal home for our
business.”
“Evergreen Advisors provided invaluable guidance throughout the entire process. Their
expertise, knowledge, efficient process and 24/7 communication and access allowed us
to both successfully achieve our transaction goals and find an ideal home for our
business.”
