Management Consulting

From starting a new business to developing a succession plan, the business consulting services at Carlson Advisors span the lifetime of a business. We support preliminary research and analysis of your business idea. You will receive knowledgeable representation for financing and transactions. Our experience and resources help you plan, design and implement through the next stage of your career and business.

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Services

If your business is struggling, we can help steer you back on course. Through integrity, trust and communication, our business turnaround consultants will meet with you to discuss your concerns, develop an action plan, and implement a restructuring plan so you are prepared to move forward again. Let us help you make a fresh start.
Our business turnaround services include:
  • Shareholder value enhancement
  • Restructuring/reorganization
  • Lender relations
  • Financing, capital and private equity placements
  • Finance reporting and forecasting systems/controls
  • Mergers, acquisitions, sale
  • Tax strategy
  • Operations alignment
Knowing the value of your business is important for tax, regulatory and legal reasons such as divorce or lawsuits. Valuations also play an important role in many business and financial planning situations.
 
You can count on a thorough independent analysis using current valuation tools and resources. Our specialized training will provide well-reasoned, supportable values relevant to your type of business. Our valuation professionals are Certified Public Accountants designated as Accredited in Business Valuation (ABV) by the American Institute of Certified Public Accountants (AICPA).
 
We have experience in all aspects of valuation, including the following:
  • Gifting and estate tax planning
  • Mergers and Acquisitions
  • Shareholder transactions
  • Litigation Support
  • Financial reporting

We structure competitive compensation and benefit packages that help direct your executive team and support your bottom line. We have extensive background in designing incentive compensation programs and management incentive plans. We can assist with sales compensation strategies and reward programs.

Finding the right financing to meet your needs is critically important. Whether you need to connect with a banker, venture capitalist, or an equipment finance or leasing company, our experts will connect you with the right sources. We are creative in structuring loan packages and know how to get competitive funding when you need it.
Attorneys know the cornerstone of their case is the quality of their evidence. Carlson Advisors’ accredited litigation-support professionals provide your law team with forensic accounting services, expert testimony and litigation consulting to help build a strong case, including:
  • Economic damage calculations
  • Business valuation
  • Data analysis and compilation
  • Evidence assistance
  • Deposition assistance
  • Expert testimony
Getting the numbers right can make or break a corporate merger or acquisition. Carlson Advisors is the firm of choice to support your merger and acquisition activity, whether buying or selling. Carlson Advisors has been helping clients grow through mergers and acquisitions for over 35 years. We have orchestrated the purchase and sale of numerous entities. Often, we find ourselves bringing buyer and seller together, sometimes from within our own client base.
Our consultants work hard to understand your business and industry in order to provide you with constructive and objective advice to ultimately improve your operation. We review historical financial results and trends as well as develop key performance metrics that will allow you to monitor and improve your operation.
 
To provide our clients with the best feedback and advice, we developed a graphic arts library, which includes a monthly reporting package. Understanding your industry performance indicators, industry ratios, profit leader metrics and benchmarks allows us to help you align staffing, equipment needs and track overall operations execution.
We can translate your goals into specific actions that improve company performance. Whether you need a facilitator for strategic planning or someone to help you implement the performance management process in your company, our professionals will position your executive team to drive toward profit-leading performance. For more information visit our Business Planning page.
Energizing and preparing the next generation of managers and owners at your company is an opportunity that takes careful planning. Carlson Advisors can help you navigate all aspects of succession planning. We can coach you through this process and assist with training and development of succeeding family members or managers. We offer an objective viewpoint and will help you set the direction of your company.
Our consultants have experience working with companies to streamline the workflow on both the front end processing of orders through the warehouse and delivery procedures. We can also assist your company in pricing schemes for fulfillment work to ensure you are competitive but charge for the services that you perform.