Strive for Success with Financial Consulting
Operating and growing a business is like a game of chess – knowing the correct moves is a challenge, even if you’ve played before. 20/20 Capital Advisory Group helps our clients execute financial transformation through the creation of tailored roadmaps that get them from point A to point B.
We offer extensive experience in all areas of financial consulting, including capital markets advisory, business valuations, and exit planning. We align our goals with our clients’ for ultimate, long-term success.
Our Financial Consulting Services
We offer a comprehensive range of financial consulting services designed to help you make decisions for your business that ensure your success, no matter your goals.
Management Consulting
Our advisors can assess your business’s financial health, identify strengths, weaknesses, opportunities, and threats, and use this information to craft strategies that help you manage your business more effectively for the long-term. From a single deliverable to serving as your Company's external finance department, we are here to guide you forward with a highly customized approach.
Capital Markets Advisory
As a decision-maker, knowing how to manage capital effectively is essential for your growth and success. Our experienced team provides businesses, owners, boards, and management with impartial and objective advice on key decisions relating to the various security markets. This practice primarily covers customized equity and debt research, comprehensive industry reports, macro analysis, and strategic investment consulting.
Business Valuations
Our professional team can provide independent Business Valuation models and reports for a range of purposes, such as businesses and equity interests (for tax compliance, financial reporting, etc), financial derivatives, Independent Expert Reports (for takeovers, mergers, capital raisings, etc), impairment testing, and intangible assets.
Family & Entrepreneur Owned Businesses
Whether you’re planning on retiring or thinking about closing your doors for good, a successful exit plan will ensure that all stakeholders in your business are satisfied with its direction. This is particularly important for small and mid-sized businesses. Your exact strategy will likely depend on the nature of your plan, but we are here to walk you through every step of the process. We also help clients who are not quite ready for a financial transaction to prepare and get “exit ready”.
Get Your Complimentary Valuation Today.
Contact us to get a free, personalized valuation that includes a detailed model and write-up, crafted to help you understand your financial position.
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Benefits of Financial Consulting
Reducing Operating Costs
Many businesses in the lower middle market cannot justify the costs of having a CFO or in-house accounts team. We can take on many of these tasks for you, which allows you to reduce your operating costs without compromising on quality financial advice.
Driving Business Value
We can drive more profitability to your bottom line, increasing the value of your business. Our experienced consultants bring a wealth of knowledge and expertise to the table that your business can leverage to your benefit.
Boosting Compliance
Businesses are responsible for providing reports on cash flow, profit-making operations, and overall financial contributions. We produce compliant financial statements to ensure that information shared with outside investors or regulators is accurate and reliable.
Better Tax Strategies
Businesses require expert financial advice to reduce their tax burden. We can assist by structuring your business appropriately, managing business investments, leveraging tax professionals, and advising on when to strategically accelerate or defer income.
Why Choose 20/20?
Top Tier Leadership Team
Bringing more than 50 years of cumulative experience to the table, our dedicated team has worked on over $100 million worth of transactions.
Hands-on Service
We are committed to walking our clients through the entirety of their life cycle. We seek to become a trusted partner to every client on our books.
Client Success First
We put the success of our clients first. We achieve this by running a timely, efficient, and confidential process that stays true to our integrity standards.
Planned & Thoughtful Strategy = Clarity in Decision Making
At the end of the day, it’s all about the numbers. If your business is making long-term strategic decisions without clear numbers, your chances of success decrease with every passing reporting period.
At 20/20 Capital Advisory Group, our professional team has the experience and in-depth understanding to help you achieve your goals, whether you want some help managing your capital, need a business valuation, or want to have an exit strategy in place. Our financial consultants are committed to offering objective advice and solutions tailored to your business.
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Select Clients
Our professional team has over 50 years of cumulative experience and has worked with a wide range of clients throughout many sectors.
