Business Advisory Services in Winter Park, FL
At Align, we pride ourselves on being client-focused and result-driven. We guarantee expert advisory services that cater to your unique needs.
Headquartered in Winter Park, Florida, we provide business advisory services to lower-middle-market businesses. While other advisory firms often overlook companies with $5-100MM revenue, Align offers expert services to these companies to maximize their competitiveness and attain growth opportunities.
Our Advisory Services
Align offers advisory services that promote business growth. These include mergers and acquisitions, management insights, business strategies, and financial services.
Mergers and Acquisitions
M&A deals are highly pivotal for sellers, investors, and acquirers alike as the outcome dictates a company’s future and its ongoing market value.
Your goal as a seller is to sell your company at the highest possible price under the best possible terms. To do this, you need an extensive understanding of your business’s market value, including your company’s projected earnings and liabilities. As an investor or acquirer, your goal is to evaluate your company of interest, noting the strength of the operations and future growth potential. These details help you negotiate prices effectively.
Whether you are selling, buying, or merging with another entity, Align provides specialist business advisory services for Florida mergers and acquisitions. We assist deals from the start to finish, developing a list of promising partners or acquirers based on the overall investment strategy. Once a letter of intent (LOI) is signed, we will also execute due diligence to determine risks and possible liability issues that can arise from the deal.
Our M&A services include:
- Business valuation
- Quality of earnings
- Exit planning
- Strategic planning
- Financial planning and analysis
- Financial reporting
A company that runs well runs longer. Whether you have a goal that seems too far to reach, or if you want to improve your financial and project operations, our advisory services will pinpoint opportunities to implement structural changes that maximize efficiency.
Our management consulting team will compile data to evaluate business performance. We will then produce strategies for cost reduction, technological innovations, and adjustment of management regulations. Align will also ensure you are aware of dynamic consumer behaviors so you can better allocate your resources to meet any change. Overcoming internal management challenges can afford you a competitive edge.
Our management consulting services include:
- Sales and marketing
- Cost efficiency
- Data and analytics
- Change management
The key to business growth is strategy. Adapting to changing market trends is crucial to improving sales and maintaining customers. Additionally, innovation should always be supported by a detailed understanding of future goals and current performance issues that impede profitability.
With experience across various industries, we offer expert insight into your market, identifying opportunities to increase profit margins and improve brand image. Align will also assess your business stability and compliance risk, pinpointing issues that hinder growth.
Our business strategy services include:
- Corporate strategy
- Turnaround planning
- Market analysis
- Product or service development
- Customer experience
- Brand strategy
- Go-to-market strategy
- Digital transformation
When it comes to forecasting and compiling financial reports for audits, the margin for error is small. Financial statements prove your business performance through details of cash flow and capital assets. Failing to meet statutory regulations will result in litigation and failing relations with shareholders.
As a small- or middle-market firm, you may not have access to professional bookkeepers and accountants – but we are here to help. Align offers fractional resources, such as temporary finance personnel, and will prepare your documents for audits. We will also evaluate the accuracy of your reports and ensure they comply with regulations.
Our financial services include:
- Chart of accounts
- Budgeting and forecasting
- Accounting and bookkeeping
- Internal controls
- Financial reporting
- Finance personnel
- Audit preparation
- Investor relations
Get Started with Our Business Advisory Services
At Align, we are passionate about providing top-notch business advisory services to companies with smaller budgets. Our team comprises CPAs, MBAs, and business executives with extensive knowledge across various industries.
Contact us today for business advisory services in Florida.