Areas of Expertise

Strategic Planning

The more complex the situation, the more value we add. One example: a client, operating a multi-state business, was beset with $30 million in debt owed to multiple lenders, labor problems, depreciating fixed assets urgently needing replacement, diverse collateral being liened in multiple jurisdictions with teams of lawyers defending in each, and significant underfunded pension obligations. We came in, spent four months researching the situation and planning – and were able to simultaneously eliminate our client’s debt while enabling him to retain the core of his business. This one case alone tapped many of our skills - legal, real estate, liquidity/debt management and negotiation, to mention just a few.

We are realists who help our clients acknowledge the scope of whatever challenges they are facing, without exaggeration but equally without denial. Our budgeting abilities, even intermediate term, are exceptional, and by clearly defining the problems at hand, we can often shed light on situations – and reveal opportunities – where others cannot. Our inter-disciplinary viewpoint enables us to recognize and evaluate options, some well-chosen, others to be avoided, but in each case assessed with unusual insight. In combination, these skills enable us to reach for outcomes others might not conceive, or might be too self-protective to acknowledge as possible. It’s always tempting to under-promise and then appear to over-achieve. We prefer to acknowledge what might be possible, and to reach for those high objectives while treating our clients problems (and capital, if that’s what’s involved) as if our own.

Areas of Expertise

Strategic Planning

The more complex the situation, the more value we add. One example: a client, operating a multi-state business, was beset with $30 million in debt owed to multiple lenders, labor problems, depreciating fixed assets urgently needing replacement, diverse collateral being liened in multiple jurisdictions with teams of lawyers defending in each, and significant underfunded pension obligations. We came in, spent four months researching the situation and planning – and were able to simultaneously eliminate our client’s debt while enabling him to retain the core of his business. This one case alone tapped many of our skills - legal, real estate, liquidity/debt management and negotiation, to mention just a few.

We are realists who help our clients acknowledge the scope of whatever challenges they are facing, without exaggeration but equally without denial. Our budgeting abilities, even intermediate term, are exceptional, and by clearly defining the problems at hand, we can often shed light on situations – and reveal opportunities – where others cannot. Our inter-disciplinary viewpoint enables us to recognize and evaluate options, some well-chosen, others to be avoided, but in each case assessed with unusual insight. In combination, these skills enable us to reach for outcomes others might not conceive, or might be too self-protective to acknowledge as possible. It’s always tempting to under-promise and then appear to over-achieve. We prefer to acknowledge what might be possible, and to reach for those high objectives while treating our clients problems (and capital, if that’s what’s involved) as if our own.