Bridgepoint Business Advisory Services

Business Plan Consulting

We help business start-ups and existing business owners prepare clear, concise, and compelling business plans that are instrumental in setting the stage for strategy and direction, sustainable business growth, as well as in securing financing. Each plan is customized using strong market research, straightforward financial estimations, and an abundance of insight from our experience in working across a wide variety of industries. We prepare a package that will maximize your full business potential and one that you can confidently present to investors and lenders for funding success.

Financing Solutions

We offer several financing solutions, ranging from commercial mortgage finance sourcing, to revolving lines of credit, re-financing and restructuring of existing debt, equipment financing and leasing and other options. We will carefully review your current financing information and formulate a comprehensive solution that will position your company for continued success. We have relationships with a diverse network of lenders that allows us to match your needs with the best suited lender and negotiate the best possible financing transaction for you.

Business Valuation

Need to know what your business is worth? We can help you determine the value of it and understand the key drivers of that value. Our business valuation gives you an independent and unbiased fair market value for your business so you can move forward with confidence. Whether you need a business valuation for estate or tax planning purposes, strategic planning, marital settlement, partnership negotiations, or for a fairness opinion supporting a transaction, we can help with a well-supported business valuation.

CFO Solution

As a start up or a growing company, managing the flow of money through your business requires strong reporting, processes, and controls. Our CFO Solution involves an in-depth review of your internal financial management followed by the establishment of robust financial practices that will help guide business decisions and enable profitable growth. Our bookkeeping service sets you up for current and accurate reporting so that you understand your cash position and financial health.

Marketing Strategy and Execution

We help clients grow their brand and business by conducting a thorough market assessment that focuses on the customer, the competitor, and the company to uncover strategic opportunities. We develop a strategic marketing plan based on deep customer insight that clearly defines the marketing plan objectives, goals and tactics, and marketing mix decisions. We take it one step further and execute the strategic marketing plan, monitor its progress, and adapt the plan as needed.

Business After-Care Support

We help to ensure the success of new business owners with our after-care support program. To ensure your investment is performing as expected, we monitor key performance indicators, determine the health of your business and if needed, recommend courses of action to improve performance. This program offers high quality professional counsel and direct no-holds barred insights for new business owners.

Human Resources and Talent Acquisition

If you plan to sell your business one day, having the right management and employees in place gives a buyer confidence that the success of your business will continue after the transfer of ownership. Do you need help acquiring a manager or employees with the right skills? We can offer recruiting and talent acquisition to get the right team in place to show buyers the strength of your business.

Succession Planning Consulting

When it comes to business succession planning, do you know if your business is ready for you to retire? Can you afford to retire? Do you know how to minimize your tax burden when you are looking to sell, or have you considered who will run the business after you leave? A future plan for you and your business is critical for its continued success and for a secure transition into the next phase of your life. When planning your exit there are many things to consider. Our approach will help you understand your options, assess which option is best for you, and put a plan of action into place so you can realize your transition vision.