Special Projects

We design flexible advisory solutions for special situations and needs that do not fit
into standard categories.

Scope of Services

• Financial advisory in family business share transfers and succession planning
• Independent opinion and valuation in shareholder transactions
• Industry research, market analysis and benchmarking studies
• Preparation of investor presentations and information materials

Our Approach

For each special project, we first take time to understand your situation and expectations,
then propose a tailored scope of work. We design deliverables that can be effectively used
by management and other stakeholders.