Protegrity Advisors

Protegrity Advanced

Preparing Today for Business Tomorrow

As a business owner, you are adept at managing multiple duties while staying laser-focused on trying to preserve and grow your company. But, with all that on your plate, how do you find time to take an honest stock of your business? Moreover, with an emotional tie to your most valuable asset and the team that helps you run it, how can you make non-biased decisions for your business?

Objectively evaluating your company is one of the greatest challenges that business owners face. That challenge has become exceptionally more difficult with continuous market changes as a result of the pandemic. At Protegrity, we see clearly and can provide an objective vantage point to help you make strategic decisions that will help you adjust and navigate forward to improve revenue and profitability.

Whether you are thinking of selling your business today or in the future, the time to prepare is now. With Protegrity Advance our team will:

  • Provide a valuation of your company in today’s market;
  • Identify the factors and metrics which are important to buyers in order to command a premium;
  • Make recommendations to increase the valuation;
  • Analyze the company’s financial condition and controls;
  • Conduct a review of organizational structure and personnel; and
  • Determine where there are new or different strategies that can be explored to increase revenue and profitability.

We recognize that no two companies are the same, so our services can be customized to meet your needs.

Our team members have a wealth of business and M&A experience from a wide range of perspectives, including U.S. and international sales, operations, finance and accounting, corporate development, human resources, and legal. They have previously been:

  • Business Owners themselves who have grown and successfully exited their businesses; and
  • Senior Executives at companies acquired by public and private companies, private equity firms, and family offices.

Advanced preparation for the future is key. Contact us today to for a free, no-obligation consultation: (631) 619-6745 or fill out our form.