Financial Advisory & Consulting

Transact has helped many clients through providing financial advisory and strategic consulting services customized to its client's needs. In addition to traditional financial solutions related to capital and funding needs, debt placement, owner buyouts, business roll-ups and financial restructuring, it offers strategic consulting services supporting company growth initiatives, business value development, business planning, succession planning and owner exit strategies. In many instances Transact has been brought in to assist the company's owner in dealing with an unsolicited buyout offer or merger opportunity. Transact's decades of experience in dealing with these situations has greatly increased the owner's net value received at the conclusion of the project or transaction. Typically initial discussions with a new client are at no charge until a mutually agreeable arrangement is entered into whereby Transact is engaged to assist in the client's specific needs and objectives. All discussions are kept strictly confidential.

Capital funding/debt placement solutions

Through creative financing arrangements or providing equity through our strategic partner groups we can often solve funding concerns both quickly and efficiently. Every situation is unique, and we strive to find the appropriate solution to give you both liquidity and flexibility to meet your immediate and longer term business obligations. As a small business owner, your primary energy should be focused on running the business, not worrying about paying overdue invoices.We stress not only solving the immediate problems, but offering longer term solutions to minimize these distractions in the future.

Owner buyouts, business roll-ups and corporate restructurings

Businesses often find that they need to reorganize their corporate or capital structure to meet specific needs, such as (a) buying out an owner or partner, (b) raising new equity to support growth initiatives, (c) minimizing tax or liability concerns, (d) consolidating or rolling-up other businesses and (e) supporting internal growth. Transact has the experience to provide creative solutions for each of these concerns, and will be glad to meet with you to discuss your unique situation.

Value-added consulting

Transact's principals have years of experience and success in dealing with the challenges that private business owners face in growing their business, dealing with unplanned events, meeting competitive threats, assessing investment returns and forecasting/ modeling future operating scenarios. Our primary goal is to meet a client's special needs and objectives by creating or adding significant value to the process and its outcome. One of our principals will be glad to sit down with you at no charge to discuss your special concerns and possible solutions.

All meetings are kept strictly confidential.