2024 Best In Class Advisors
Our Process
All businesses have common needs, but each client may have their own
individual nuances, and in every relationship, regardless of the type, all
parties involved want to culminate a successful and satisfying
transaction and relationship with as few problems, surprises or
headaches as possible. This is the same whether its a grocery store, an
accounting firm, a restaurant or even dating.
The perfect process involves a direct client and a direct provider, both
fully known to each other, with reasonable expectations, who work
together to reach a satisfactory and mutually acceptible relationship.
Rarely does this occur the way you would hope. In most cases, there are
many unknowns and variables that come into play. The number of issues
may get large and the flow of information and understanding
convoluted. The service providers or intermediaries may misrepresent
themselves or their abilities. Often because of this inefficient process
and the players involved, communications fall apart, sometimes for no
good reason.
Our Process in all transactions, regardless of the Industry or vertical, is very simple and consistent. We work from the position of the client and our
only concern are their individual needs. We never look at the fee’s involved or the reward itself, its just part of the process. Its our opinion that if you
focus solely on the money involved, the relationship process gets infected. We excel in taking a very clean, analytical approach to every need.
We perform due-diligence on everyone involved to attempt to “vet” them as much as possible. Parties are never introduced or “brought to the table”
if we don’t believe they are honest in their intent and stated abilities. Principal information shared with us during this process, will never be shared at
any point in time with any other party without their direct consent, for the current deal or any deal in the future.
We break each deal into three groups, Clients, Vendor Partners and Intermediaries. We bring all Intemediaries under us (unless they are currently in
agreement with the Client or Vendor) and represent them all fairly. It is never our plan or intent to “cut” anyone of a deal, just reduce the number of
participants and the complexities and problems that group presents. Unfortunately, many relation ships fall apart because of the interference of “the
people in the middle”. We strive to get everyone involved comfortable, introduce a client and proven Vendor Partner and then step out of the way.
We are always available for support.
At the end of the day, our goal is to get the client the best service possible - efficiently, correctly and satisfactorily.