There are few advisors who have had the wealth of experience of our principal Joe Stelzer. Whether you need help with growing your business, assistance in the period leading up to a business sale, managing the sale or just help in trouble-shooting a particular or critical business issue, it is likely that he has encountered them either personally with his own businesses or in his role as an advisor.

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Our aim is to create business value which translates into shareholder value. Viewing a business as more than just a profit & loss statement or balance sheet is the essence of the service we offer. Joe and his team are detail oriented and you will get his direct involvement from the beginning to the end of any project. 

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Joe has worked on a wide variety of projects all over the world, ranging in size from no revenue to $300m annually.

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The list below represents just a few of the challenges he has dealt with either as a principal or as an advisor over the course of 30 years. If any of these situations either resonate with you or are ones you are facing today, please contact us for an introductory meeting or call.

 

• Should I develop a new product/market or buy an existing business

• Should I fund my business with equity, debt, both or just take all the risk myself

• Trading arrangements with suppliers

• Negotiating agreements with large companies - what terms can I realistically achieve

• Winning business at the right gross margin – for that matter what is my real gross margin

• My team isn’t quite right – how do I resolve

• I have passed the survival stage and now need to create a business strategy and recruit a senior management team for the next stage

• Business plan optimism or fantasy - or is it just plain wrong

• Resolving shareholder disputes and preventing them (Shareholder agreements)

• I am the boss and have nobody to talk to – using Non-execs, Exec team advisors

• I am the only person that makes decisions – is my business sellable

• Does the information my Finance Director provides me with help make business decisions

• My business is profitable but have run out of money – where have I gone wrong

• I need to renegotiate with the providers of my debt facilities but don’t know where to start

• I need to raise some growth capital – how, who and getting the best deal

• Forced succession / Bereavement - I have been left running the company unexpectedly

• Planned succession – I have a succession plan but the proposed successors need guidance and mentoring

• My business has grown enormously and now operates in multiple jurisdictions – what steps do I need to take to make sure the business structure is appropriate for a business sale

• I want to sell in 2 years but – what steps do I need to be taking to maximise value

• I want to sell now – my business needs a health check to make sure due diligence will be a positive experience

• I want to give the management team an opportunity to buy the business – which private equity firms should I talk to

• I want to IPO my business instead of selling it – benefits & drawbacks

• We are a public company but are looking to sell

• We are a non-UK company and are looking for assistance in buying a UK business

• We are a non-UK company and have bought a UK company and are now looking for assistance in running the business

• We are a large multinational business and following our recent operational review and want to sell one or more of our business units/subsidiaries

• I want to buy a business or businesses in UK and/or other countries to fuel my growth

• I am looking to invest in a technology business but need some help in diligencing the technology and/or the management team and business plan