When to Contact CQA

When your company needs assistance in structuring and financing a transaction
For example:

  • Acquisition
  • Building/Real Estate
  • Equipment Purchase
  • Management Buyout

When an existing lender cannot provide a total financing solution

Examples:

  • Needs New Structuring Approach
  • Financial Ratios Don't Meet Bank's Requirements

The Company's Financial/Operational Performance is Not Maximized

Example:

  • Cash Management/modeling
  • Turnaround Management
  • Attract, Retain, and Reward Key People

The Company/Shareholders are Wrestling with Alternatives for an Exit Strategy
Example:

  • ESOP
  • Transition to Key Management
  • Sell to Other Family Members
  • Tax Strategies
  • Sell to Third Party


David Peters, Managing Partner

Capital Quest Advisors
Tel: (916) 773-7776

Email: Capitalquestadvisors