Statesman augments our clients internal budgeting and financial planning capabilities by developing innovative and comprehensive financial models that assist clients in developing flexible forecasts with state-of-the art scenario analysis for whole companies, divisions, or products and services. Our modeling services have been used in routine budgeting, strategic forecasting, mergers and acquisitions, capital sourcing, and restructuring.

Throughout a company’s life cycle, issues and opportunities arise where choosing the most appropriate strategic alternative can have a material impact on shareholder value. We apply our extensive experience to assist our clients in evaluating alternatives and making the best strategic decisions at critical points in the development of their companies. By combining keen financial insight with the knowledge gained from guiding multiple firms through both periods of opportunity and challenge, Statesman can be an ideal strategic partner offering a very beneficial objective perspective.

For most business owners, the sale of their business will be the single largest liquidity event of their lifetime.  Careful pre-sale transaction planning is critical to minimizing the risks and streamlining the transaction process. Statesman knows that many companies that operate within the middle market (especially the lower middle market) tend to focus less on accounting and IT, and also tend to have lean management teams.  Transaction preparation, specifically sell-side due diligence, can offer a potential solution to these problems, before a transaction is initiated and issues result in impacting the value or structure.