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Financial Advisory

Finance-Oriented Projects

Our members have been founders, venture investors, board members, officers and advisors in a wide range of operating businesses in many industries. These practical, real-life experiences enhance the credibility of our expert services and opinions. We couple this experience “in the trenches” with industry credentials from nationally recognized organizations to provide our clients with constructive, competent service as advisors. We are highly selective with respect to advisory service assignments, tending to focus on opportunities that utilize our knowledge of targeted industries or reinforce long-term relationships.

Exit Planning

Months (or years) before a business is ready to sell to an external party, our principals work with founders to explore all exit options and to develop strategies to position the business to maximize the value realized upon exit. Learn more >>

Valuation & Fairness

2nd Generation professionals are FINRA licensed and certified by the NACVA. We have significant experience in transition and investment-related valuations which include fairness opinions for both public and private companies.

Litigation Support

We have testified in multiple jurisdictions before state and federal courts, appellate courts, regulatory authorities, and alternative dispute resolution forums.