Various Services of Matt H. Evans
Key Resources located on this web site
Fast Free Learning in Business Finance
On-Line Virtual Office of Matt H. Evans
Some Finer Points about my services
Web Site Specific Information

Small Business Owners

Creating Value through Excellence in Financial Management
6903 29th St N • Arlington, VA 22213 U.S.A.
Phone 1-877-807-8756 • Email: matt@exinfm.com
Site Layout | Topic Index | What's New | Feedback
 The Overall Problem

Small business owners are under incredible pressure to sustain and grow their businesses. And unfortunately, most small business owners are too involved in the day-to-day running of the business, often ignoring bigger issues. This gives rise to several short-comings for small business owners:

  • Lack of understanding with value and performance
  • Absence of good strategic thinking
  • Unaware of global competitors
  • Constantly servicing unprofitable customers
  • Overly pre-occupied with taxes to the exclusion of value-creation.

As a result, many small business owners are not creating value in their businesses. And most fail to see it since they are too busy with the detail, operational side of their business. This creates a downward, burn-out cycle where the business owner works harder and harder, never able to exit the business on a high valuation.

Additionally, many business owners rely too heavily on a single advisor (CPA, Attorney, Consultant, etc.) for everything. There is no way a single advisor can cover all the issues confronting the small business owner – transfer planning, performance management, wealth maximization, risk assessment, tax consultation, strategic gap analysis, etc. Things are too complex and moving too fast – business owners need access to a real one-stop shop comprised of independent, highly specialized advisors who can fit and integrate everything together.

 Alliance of the Best Professionals

In order to meet the entire range of services that small business owners need, I have partnered with the Alliance for Corporate Wealth (ACW). The ACW was formed to maximize the personal wealth of small business owners from cradle to grave (start-up to exit). Current solutions offered by the mega-firms are out-of-reach for small business owners. And even if the business owner has access to a mega-firm, it is rare to see a full range of services actually provided.

The ACW is a very exclusive network of advisors – valuation specialist, attorney’s, bankers, financial planners, and other consultants, offering comprehensive solutions to the planning, growth, and transaction needs of middle market private business owners. Membership in ACW is by invitation only and requires advanced certification and expertise in value based principles. The mission of ACW is to “bring together people, ideas, and capital resources in a whole way to maximize value for business owners.”

 

 How the ACW Helps the Business Owner

The ACW functions as a real-time advisory council for the small business owner. Highly specialized advisors are brought-in as needed, all directed by the assigned Client Manager. Some of the critical services offered include:

  • Strategies for improving profits and value (gap to map analysis)
  • Access to private capital markets (equity recaps, ESOP’s, private placements, mergers, etc.)
  • Positioning the business so owners can get out (wealth transfer planning)
  • Life planning for family owned businesses

 Frequently Asked Questions

  1. Who does the ACW serve? The Alliance for Corporate Wealth services all privately held businesses in the United States with sales between $ 5 million and $ 150 million.
  2. What distinguishes your services? The Alliance for Corporate Wealth has the ability to service all business and personal needs of the small business owner using a wealth planning “think tank” of the most respected advisors.
  3. Who is behind the ACW? Currently, the ACW consists of approximately one hundred special advisory firms, such as Hamilton Group for business valuations, Robertson & Foley for equity recapitalizations, ATI Capital Group for ESOP transfers, SMART Group for personal wealth management and Kiemle & Hagood for real estate investments.

 Getting Started

If you want to learn more, contact the Alliance for Corporate Wealth directly:

Alliance for Corporate Wealth
150 North Michigan
Suite 2700
Chicago, IL 60601
Phone: (312) 856-9590
Web Site: www.midmarketplace.com
Email: Mike Nall

 Upcoming Event

Alliance of Merger and Aquisition Advisors Conference
Wyndham Hotel Chicago
July 22 - 25, 2008
Call 1-312-856-9590
Click Here for brochure