Case Studies
J.S. Held Acquires Shechter & Everett to Expand Forensic Accounting Capabilities for Family Law Disputes in Florida
Read MoreThe client was a $15 million privately held Retailer and Distributor of Coffee based in Pennsylvania.
The Company’s growth had strained its liquidity, and the year-end audit revealed a shortfall in inventory. As a result, the senior lender required the Company to engage a crisis management firm.
Our experts conducted an operational assessment of the business and determined that selling it as an ongoing entity was the best course of action for all constituents. We helped maintain the Company’s operations while managing the sale process, which included identifying, structuring, negotiating, and closing the sale of the majority of the Company’s assets.
Joe Nappi, CTP
Senior Managing Director
Strategic Advisory Practice
+1 617 600 3602
[email protected]
> Transaction Diligence and Support
We partner with investors as trusted advisors to expertly navigate the challenging deal and investment climate. Our operational expertise is blended with an array of industry experiences, financial acumen, and technical knowledge to deliver unparalleled enterprise analysis to our clients. We leverage decades of transactional experience to understand each client’s unique situation, allowing for keen insights into diligence issues and the simplification of complex business operations.
> Business / Operational Assessment
Most consulting firms approach a business assessment from a purely financial perspective — our assessments provide a 360° view of a business, addressing growth drivers, profitability, and uses of capital. Along with detailed financial performance reviews and cash flow forecasting, our comprehensive Business / Operational Assessment identifies the various challenges clients encounter throughout their operations.