ROMAN CONSULTING GROUP
CONSULTING SERVICES
The shareholders and management teams we work with pursue a transaction for one or more of the following reasons:
Wealth Diversification
Diversify wealth, reduce risk exposure, and enhance financial security. Focus vision on building future value rather than preserving existing value.
Growth Capital
Gain resources for strategic initiatives such as corporate acquisitions, product or service line expansions, new facilities and equipment, and-or R&D.
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Personal Goals & Estate Planning
Provide financial security and time to pursue other areas of personal interest.
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Succession
Provide management with equity, and plan for succession. Address how and when a company will be sold prior to a leadership void and-or challenging estate dynamics.
OUR PROCESS
​Over nearly eight decades of facilitating transactions, we have observed that shareholders and management teams of family and founder owned companies typically have four primary objectives when evaluating a transaction:
Maximize Shareholder Value
Minimal Business Disruption
Strong Cultural Fit wth Buyer
Confidentiality
We provide a solution that serves companies by introducing them to prequalified and motivated buyers or investors in a confidential manner where they can get to know the potential partner.
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This process allows a company to spend significant time with prospective partners to make sure there is alignment on values and objectives. Building this relationship in advance promotes a successful long-term relationship.
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Maintaining confidentiality among employees, customers, competitors, and suppliers during the process also lets the company maintain its normal operations with minimal or no business disruption.
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Our firm works with over four hundred respected buyers and investors with specific merger and acquisition objectives, the resources to close, and the motivation to offer attractive terms.
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ROMAN CONSULTING GROUP
611 Wilshire Blvd.
Los Angeles, CA 90017
(323) 935-3500
