Business Consulting

Our clients are facing a phase they don’t want to risk navigating alone. They are eager to partner with a team to gain insight and guidance to move their organization towards their next goal in a strategic manner. They are experiencing a rapid amount of growth in their business and too much has remained dependent on them. Some are looking for guidance on internal matters such as tax mitigation, employee retention, and margins. Others are considering acquisitions, transitioning to a lifestyle business, or exiting altogether.

Our interactions clarify objectives, prioritize actions, and facilitate execution. Our meetings and impromptu calls provide the necessary space to confide with someone outside of the corporation, allowing time to coordinate the goals and actions of the business in a way that mutually gets the owner(s) closer to their own personal goals, leaving them feeling confident in both the future of their business and their personal lives.

Who We Help

We work with business owners coast-to-coast in an array of industries. Most come to us as they recognize they need someone to guide them through a period of rapid growth or are further down the road looking to sell their business in the coming years. They want a trusted contact outside their organization to consult with, seek guidance from, and stay in frequent contact with them whenever they have thoughts or questions.

Our Philosophy

Businesses are continuously evolving, facing obstacles, or exploring new opportunities. A partnership with us allows for the owner to have a team on speed dial that has helped other businesses navigate similar scenarios. We monitor and organize a wide variety of financial aspects of your company so that the owner can use their limited time in a manner best aligned with the goals of the company.

Our Process

In our first few meetings, we are able to identify the most urgent needs and establish a series of ongoing meetings to address them. From there we will do an end-to-end deep dive into the financial makeup of your business; looking through P&L’s, debt structure, entity documents, recent tax returns, income structures, business credit, and on. These key components are reviewed initially and on an ongoing basis. Our consultants communicate with clients during our scheduled meetings and in-between to provide support through whatever they are facing.

Pulling Together all the Right Specialists for you:

Internal

Evergreen is designed in a collaborative manner, putting a full team behind your individual needs. This approach allows for us to tackle multiple projects while progressing the business and owners in a manger that is aligned with the final goal.

External

Evergreen maintains a network of key relationships with specialists in a wide variety of fields. They stand beside us, ready to be of assistance when necessary. We do the vetting for you, keeping the best support in the wing.