Business Advisory Services
As a boutique company with a hands-on approach, TriPoint Advisors has the expertise to support your company in a number of ways and the flexibility to consult on both short-term and long-term engagements. Below is just a sampling of some of the services that TriPoint Advisors offers.
​
Please contact us to schedule a free consultation and
see how TriPoint Advisors can help your company!
Sampling of Services
Financial Software Selection & Implementation
As companies grow, owners and managers often face challenging decisions regarding financial software. When is the optimal time to invest in or upgrade financial software? Which software is the best fit for the company in terms of balancing functionality and cost? TriPoint Advisors has significant expertise in RFP, software selection, and system implementation. Let TriPoint Advisors guide you to choose and implement the right software for the unique needs of your company.
Mergers & Acquisitions
A lot of planning goes into selling a company or line of business. Expertise is needed to prepare the business for sale in a way that will maximize value. Your operations and finances must be organized in preparation to present your company to prospective buyers. TriPoint Advisors can be your partner to provide M&A support, including creating valuation models, preparing a pitch book to present your company in an attractive light, and working with investment banks to locate buyers.
Liquidity Management
You have heard it a million times. "Cash is king." This mantra highlights one of the most critical priorities for any growing company, liquidity. Monitoring of working capital is often overlooked, and cashflow mismanagement is one of the fastest ways a business can go bankrupt. TriPoint Advisors has the experience to help your company balance variables such as cash forecasting, investment allocation, and risk monitoring to optimize management of your most precious resource: cash.
Debt Issuance
As companies grow, they are challenged by a need for additional working capital. Debt issuance is often the most inexpensive source of financing. For those without prior experience, however, it can be intimidating to work with banks to negotiate a debt agreement. TriPoint Advisors has the expertise necessary to prepare pitch materials, present debt proposals, and secure financing on your behalf. By working with us, you benefit from our relationships with an extensive network of lenders.