Who We Serve
Entrepreneurs in Need of an Exit Strategy
At some point, all business owners should consider developing a comprehensive exit strategy, including the option of selling your company. We recommend starting the process six (6) to twenty-four (24) months prior to the sale. FSI can analyze your company's internal workings, present multiple scenarios, and guide you through the many details of the sale process. We work closely with you and your legal and accounting advisors from plan's conception to the final sale. As entrepreneurs ourselves, we look at more than just the numbers. We consider you as an individual, help you weigh options and choose a path that works best for you.
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Business Owners Selling Companies
We can help you position your company to sell at the best possible price and terms by maximizing its value. FSI's Insight Advantage system allows us to accurately measure you against similar companies and identify ways to increase profitability, decrease expenses, and improve operational efficiencies.
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Merger Candidates
Merging with another firm or competitor can speed the growth of your company, but also is fraught with potential risk and exposure. Minimize the downside by using Financial Solutions, Inc. as your M&A advisor. We will perform a business valuation and negotiate the terms of the merger agreement. Once the merger is complete, we will continue to protect your financial interests in the combined firm. FSI can help you avoid seller's remorse.
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Family-Owned Businesses or Partnerships in Transition
FSI can guide you through the complex process of transitioning a family business to the next generation or rethinking an out-of-date partnership agreement as circumstances change. Our involvement ranges from just a few hours of consultation to representing you through the entire process. All the while, we work closely with your prime advisors, including attorneys and accountants, to protect you from negative legal, tax, or financial planning consequences.
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Business Restructuring
If your business is struggling, we can identify operational weaknesses and help you eliminate them. We focus on re-establishing profit margins and generating cash. If the business or a segment of the business needs to be sold, we will apply our Insight Advantage system to maximize the value you receive.