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As a controlling owner or key decision maker of a medium-sized company,
you are often confronted with business challenges. Challenges driven
by changing customer expectations, competitor actions and accelerating
change. Demands can be daunting. Risks can be considerable. Opportunities
can be fleeting. Sound decisions often require drawing upon knowledge
from four interrelated professional disciplines. These are: Growth
Strategy, Company Capitalization, Performance Monitoring and Business
Governance.
Our distinguishing competency is our ability to quickly
and economically assemble a seasoned team of growth advisors and/or
investment bankers to meet client's needs. There are few professional
services firms in North America that have a demonstrated competency
at being able to do this, much less for more than 25 years.
For over a quarter-century, Source Companies has
been assisting the controlling owners of medium-sized businesses
build more profitable and valuable companies. We are widely recognized
as a leading provider of growth advisory and investment banking
services to middle market companies.
We are also a founding member of Business Growth
Alliance, LLC ("BGA"), which further enhances our ability to support
growing businesses.
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Building and sustaining a competitive business
requires ongoing coordination
of four essential professional competencies: Growth Strategy,
Company Capitalization, Performance Monitoring and Business
Governance.
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Since 1982, we have assisted hundreds of
business
owners in realizing their most important goals, including:
- Expanding businesses
- Increasing company profitability
- Growing business value
- Planning business succession management
- Gaining better capital market access
- Arranging difficult financings
- Lowering borrowing costs
- Acquiring companies
- Obtaining liquidity from business holdings
- Completing inter-generational business transfers
- Maximizing wealth for shareholders
The secret to our success has been threefold:
- Leading all client engagements with one or more
experienced professionals who remain actively involved throughout
the life of the engagement.
- Our commitment to accepting client engagements
only when we are highly confident that we understand their objectives
and we can meet or exceed their expectations.
- Perfecting a proprietary process, which includes
systems, databases, research and analytical tools, that enable
our multi-disciplinary professional staff to effectively collaborate
with one another, our client's controlling shareholders and managers,
and the other professional services firms (e.g. law firms, accounting
firms) that provide services to our client-owned businesses.
The types of services that might be needed by a client
typically vary based upon the size and stage of growth or development
of a given business and, also, by who are its controlling owners.
Click here for a listing of the
types of services that are most often needed by clients based upon
the size of company and type of owner.
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