Strategic Planning Consulting

Millitzer Capital  works with many firms on an informal basis over many years, pro-bono you could say. Reviewing financial statements, having general discussions, commenting and giving advice.  Millitzer Capital has worked with hundreds of firms similar to yours. Our firm is about relationships and build trust.  Our firm also provides in-depth consulting.

Our strategic planning services fall into two distinct categories valuation services and business development strategic planning services and valuation services.

Informal Strategic Planning: For most groups this is on an informal non-fee basis. Annually or quarterly telephone calls, Millitzer Capital taking a brief overview of your financials having general discussions, commenting and giving advice. We want to build a relationship. Of course we want your business, most often that comes later in the sale of the firm.

Formal Strategic Planning: Millitzer Capital can meet with your management team. Review such items as financial statements, marketing, service offerings, operations, human resources and other areas of concern. Provide written recommendations, review these with staff and hammer out a battle plain. If desired we can provide follow-through reviews and meetings.

When selling a company we conduct a due-diligence survey and produce a clear offering memorandum. One of our responsibilities is to build on the strengths of a company and medicate shortcomings. This positions the firm to obtain a full or greater that full market value. Planning in advance often provides greater current cash flow and a higher price in the future.

Strategic planning fees quoted after we understand and agree upon the scope of the project. All assignments commence only after a clear agreement is in place.

Contact: Millitzer Capital at 239-282-5550

If you are looking for that brief consult,  run and idea by us and or get a gut level read, feel free to call 239-282-5550 for a discussion. Millitzer Capital wants to get to know you and your company. If the conversation moves to a point where either our resources or expertise  begins to fall into what should be a fee based project we will let you know.  Ninety plus percent of these calls are not fee based.

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