Advisory

Exhaustive business insight and expertise. At your service.

Many business owners need help with strategic support and straight-shooting advice on all aspects of your business. And while PCE specializes in investment banking and business valuation, clients also have us help them with strategy and consulting.

As business owners ourselves, we know that entrepreneurs face different challenges and have new decisions to make every single day. Once you become a PCE client, our responsibility is to assist you every step of the way.

You will receive the help you need to plan, perform, and profit more effectively in your business by leveraging our proprietary market research and insight drawn from decades of experience.

Strategic Analysis

If you want to know more about your company’s current condition or require assistance in budget or financial forecasting, then you need a PCE Diagnostic Valuation.

This proprietary process tracks the performance of your business over time, comparing it to a matrix of benchmark measures unique to your business and industry.

As a result, you will gain an understanding of all the factors that influence your company’s future, enabling you to incorporate those value drivers into your strategic planning and empowering you to regulate your company’s value.

The PCE Diagnostic Valuation evolved from PCE’s hands-on experience with business owners in middle-market companies all over the world. Clients who have undergone the process elect to repeat it every year, treating it as an essential “health checkup” for their businesses.

In addition to the PCE Diagnostic Valuation, PCE also provides the following strategic analysis services.

  • Strategic planning/business plans
  • Industry and competitive analysis
  • Profitability and expense analysis
  • Cash flow needs and liquidity options
  • Specific business value drivers
  • Risk vs. return analysis
  • Capital budgeting and cost of capital analysis

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Exit Planning

When transitioning a business to a third party, a solid exit plan is essential for ensuring stability and long-term success. PCE has helped both private and public companies navigate this complex transition.

Exit Planning Services Include:

  • Performing comprehensive company evaluation
  • Creating a scenario analysis to determine how to optimize wealth benefits
  • Confirming the company’s strategic vision and projected outlook

We understand how much your business means to you. You can count on us to help you transition it to the next stage successfully.

Visit our Exit Planning Library to find additional resources to help guide you through the exit planning process.

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Exit Readiness Assessment

Exit Readiness AssessmentAre you ready to exit your business? It’s never too early to think about selling your business or exploring liquidity strategies. Take 10 minutes to answer a few questions and find out whether your company is ready, almost ready or not ready for a sale.

No need to share any financial information; and any information you provide will be kept completely confidential. Your results will be emailed to you immediately.

Start The Assessment

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Management Consulting

If you want a clear, research-driven road map to help you improve the financial and operating performance of your business, PCE’s management consultants can help.

We provide small and mid-sized business clients with a range of strategic advisory and planning services that can be customized to fit your business needs and objectives.

Our Management Consulting Services Include:

  • Analyzing shareholder value strategies
  • Evaluating liquidity alternatives and cost-of-capital options
  • Scrutinizing or developing business plans to assess the opportunities, risks, costs and rewards of growing, merging, selling and/or transformation of the ownership and/or management of the businesses

We serve clients in a variety of industries all over the nation who count on our objective, expert advice to move them closer to their goals. We look forward to helping you achieve yours.

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Restructuring / Turnarounds

When a company is in crisis, the resolution process can be complex and painful for all parties involved. For these situations, PCE has emerged as a “go-to” resource capable of driving toward resolution as painlessly as possible.

We have provided consulting services to troubled debtors in multiple industries.

Because of our proven financial management experience on the bank-creditor side as well as on the business-debtor side, PCE professionals can “bridge the communication gap” between management and creditors, and restore the trust required to move forward.

We can assist overseeing all transactional phases of the business:

  • Sales, accounts receivable and collections
  • Purchases, accounts payable and cash disbursements
  • Personnel and payroll
  • Reporting of cash transactions compared to budgets

After a thorough evaluation of the company’s current outlook and future performance, PCE will assist in building a business plan that will successfully carry your company into the future, whether this is the vehicle of restructuring, a sale or liquidation.

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Featured Article


Keys to Understanding Your Company’s Value Drivers

As an owner of a privately held business, you have significant personal wealth already invested in your company. When reviewing the annual returns your business delivers, it’s easy to calculate returns based on the book value of the company. For…

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Main Contact(s)

Michael Poole

Orlando Office

407-621-2112