Form the right entity structure (LLC, corporation, holding company) aligned to ownership, liability, governance, and long-term goals.
Design multi-entity structures and operating frameworks for clarity, control, scalability, and transaction readiness.
Intermediary coordination for buy-side and sell-side workflows, including readiness, diligence organization, and timeline management.
Advisory support for partnerships, recapitalizations, carve-outs, and other strategic initiatives.
Facilitated introductions to third-party capital providers and institutional partners, when appropriate.
Coordinate legal, accounting, banking, valuation, and other professional firms to keep deliverables aligned and communication clean.