Your Corporate Finance Advisory Partner
Leveraging outside corporate finance advisors is the smartest move every company can make
Find all of your Mergers and Acquisitions, Investor Relations and Financial Management needs here and now
Build a Lean
Corporate Finance Team
Finance leaders are always looking for ways to prevent eroding margins, find new efficiencies, and do more with less.
This can look like a lot of things depending on the strategies deployed, but it always strives to provide the best possible outcome while using the least amount of resources and requiring as few steps from point A to point B as possible.
CORPORATE FINANCE CONSULTING >
We’re Here to Help: How to Achieve Optimal Efficiency Through Outsourcing
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Financial Projections
Why prepare financial projections? There are a lot of reasons to prepare financial projections. Early stage, growth mode and...
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Confidential Information Memorandum Questionnaire
The Confidential Information Memorandum Questionnaire is the most effective way to organize the relevant information needed to write a...
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Successful Sell-Side M&A Advisory
Our sell-side M&A service is structured to incentivize performance so we need the horsepower to put the best documents...
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Confidential Information Memorandum Template
Confidential Information Memorandum Template Every sell-side merger and acquisition (M&A) sale process needs to lead with a written...
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Investor Presentation Template
Investor Presentation Template Writing an investor presentation is one of the most demanding parts of investor relations. It is...
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Investor Relations
Stop Chasing Investors. Start Attracting Them. (No Retainers Attached). For too long, the investor relations industry has relied on a...
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Inbound Company Page
Inbound Company Page. Create an Inbound Investor Relations Account with us and get started with your complementary Inbound Company Page,...
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Quality of Earnings Report
Before buying or selling a company, it’s important to perform adequate financial due diligence to establish ample confidence the...
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Merger and Acquisition Integration Playbook
The Merger and Acquisition Integration Playbook is a comprehensive guide to acquisition target selection, identifying synergies and post close...
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Alignment Map
The benefits of our Alignment Map will give you unique insights and guidance to build tangible value in your...
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Buy-Side Mergers and Acquisitions
Running a buy-side mergers and acquisitions process is the best way to manage strategic growth. Identifying, contacting, building a...
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Fractional Chief Financial Officer
A Fractional Chief Financial Officer can play a major role in helping validate many types of data so your...
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Effective Presentations
Effective Presentations There are two ways to tell the story about your business: (i) the goals, activities and results...
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Financial Planning and Analysis Report
This financial planning and analysis report is designed to function within a company’s finance organization that provides financial statement...
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Investor Presentation Outline
Investor Presentation Outline There are any number of reasons to communicate with investors. You’ve either got them or you...
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Business Valuation
Our Business Valuation analysis is a meticulous yet comprehensive evaluation report custom prepared for private and public companies alike....
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Business Development
Business development outsourcing for most product and service focused businesses.
WHAT YOU GAIN
Since our beginning, we have focused on designing and developing top-performing business systems that convert efforts into value. Companies at any stage of life benefit from our disciplined corporate finance consulting
ONLINE COMMUNITY
Join a passionate community of growth-oriented seekers, builders and corporate finance experts
ALIGNMT provides active guidance and in-depth Q&A on corporate finance consulting
Our community supports each other for learning, problem solving and growth – whether implementing the Alignment Map process, mastering Financial Planning & Analysis or uncovering the best Key Performance Indicators for your business
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VIEW ALL INSIGHTS >
Get practical tips on corporate finance consulting, mergers & acquisitions and investor relations.
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Outsourcing Rationale: What Work Should You Outsource?
Not having the right team is one of the top three reasons businesses fail. The other two are “no...
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How to Use an Alignment Map as Your Recovery Playbook
Despite the financial impacts caused by the Covid-19 pandemic, economic recovery is inevitable. We’re humans, we figure things out...
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Take Our Strategy Survey
Take Our Strategy Survey Interested in improving business performance this year? Want to get more out of everyone on...
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Optimize Business Potential with an Alignment Map
Optimize Business Potential with an Alignment Map Many businesses suffer from inefficiencies and a lack of productivity. Both of...
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What Happens When You’re Short on Critical Resources?
What Happens When You’re Short on Critical Resources? The future of your Company is up to you and your...
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How Much Your Business Depends on Relationships
The success of your business depends on relationships. You connect people with the things that solve a problem for...
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Your Internal Controls Audit is Critical to Your Business, Here is Why
Your Internal Controls Audit is Critical to Your Business, Here is Why Since starting my career in finance as...
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Why Financial Planning and Analysis is Important for Business Management
Financial Planning and Analysis (FP&A) is a critical function in business management because it plays a pivotal role in...
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If you can’t give it away, you’re never going to sell it
If you can’t give it away, you’re never going to sell it This is called validation and it’s the...
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Your Strategy is Leading You Away From Your Goals
Your Strategy is Leading You Away From Your Goals Strategy is all about fundamentals and if yours isn’t on...
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Financial Analysis: 2 Benefits to Leveraging Financial Models
Financial Analysis: Why Every Business Needs this Strategic Imperative In today's volatile and complex business landscape, the difference between...
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Which Key Performance Indicators Are Best For You?
Change takes courage. Wanting better results for yourself, your organization or your business is only an idea. Improving results...
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How to Leverage a Focused Approach to Corporate Finance Advisory
How to Leverage a Focused Approach to Corporate Finance Advisory We’re now on a focused approach to corporate finance...
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2 Things So Many Love to Hate
2 Things So Many Love to Hate We meet a lot of business owners with plenty of ideas about...
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How to Prepare Realistic Financial Projections
Starting with a blank slate and a very important task at hand? Let me explain how I can help...
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Business Valuation Approaches and Applications
Every founder, CEO or company investor evaluating strategic alternatives, needs to make informed decisions based on the merits of...
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How to Conduct a Brand Audit with an Alignment Map
No matter what business you are in, your brand identity starts with alignment of your products or services, organization...
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How to Assess Performance Weakness with an Alignment Map
How to Assess Performance Weakness with an Alignment Model Many businesses suffer from inefficiencies and a lack of productivity....
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10 Lessons in Leadership for Aspiring CEOs
Successful businesses have successful leadership. CEOs that demonstrate qualities to hold themselves and their organizations to high standards tend...
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How to Best Position Your Company for Recovery
How to Best Position Your Company for Recovery As you begin to consider what the next phase of your...
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Three Leadership Pillars Every Company Can Master
Three Leadership Pillars Every Company Can Master No matter what business you are in or how long you have...
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Validation is the First Benchmark
Validation is the First Benchmark You have a great idea that you are certain will deliver valuable results, because...
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Why ALIGNMT?
Our corporate finance consulting innovations, while grounded in industry best-practices, are not one size fits all. Each client situation is uniquely analyzed, with recommendations and solutions implemented to produce measurable outcomes and quantified goals. What remains the same in every engagement is the ALIGNMT philosophy and discipline delivering business transformation.
Learn more about us…
SOME OF OUR ENGAGEMENTS >
Client Success Stories
We’ve helped hundreds of clients across diverse industries achieve remarkable and measurable business results with corporate finance consulting.
THE DIFFERENCE: OUR PEOPLE
For over 20 years and hundreds of corporate finance consulting, M&A and investor relations projects, we are proud of our reputation for client service and success. We are devoted to listening, planning and managing projects flawlessly. Get to know the talented people behind it all.
Corporate finance consulting: we are experts in strategy, finance and operations and are passionate about helping our clients succeed. Our clients rely on alignment to assess risk, support financial, investment and marketing decisions to improve business performance, growth and profitability in their daily operations.
We drive innovation, cultivate insights and build unique solutions for our clients. We help businesses design and implement transformative solutions to improve operating performance, business productivity and strategic alternatives, enabling high quality strategy execution, investor relations and mergers & acquisitions.
Want to Grow Your Business?
What makes a company valuable?
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Mastering the Art of Financial Storytelling: Engaging Your Stakeholders
In today's corporate landscape, the role of a CEO extends far beyond simply reporting numbers and financial data. It's...
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Transferability and Valuation: 2 Critical Factors in Selling a Company
Transferability and Valuation: 2 Critical Factors in Selling a Company As an M&A advisor, I’ve sat across the table...
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If you can’t give it away, you’re never going to sell it
If you can’t give it away, you’re never going to sell it This is called validation and it’s the...
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7 Best Practices to Prepare A Business For Sale
Preparing a business for sale is a strategic process that involves several key steps, all of which are crucial...
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How Private Equity Groups Identify And Manage Portfolio Companies
I work closely with private equity firms, providing valuable guidance to identify and manage portfolio companies. Private equity groups...
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The Purpose of a Great Confidential Information Memorandum
Every M&A sale process needs to lead with a written Confidential Information Memorandum (CIM). Want to attract investors for...
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Business Valuation Approaches and Applications
Every founder, CEO or company investor evaluating strategic alternatives, needs to make informed decisions based on the merits of...
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Optimize Business Potential with an Alignment Map
Optimize Business Potential with an Alignment Map Many businesses suffer from inefficiencies and a lack of productivity. Both of...
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You’re Ready to Sell Your Business
You’re Ready to Sell Your Business You’ve thought about it for some time and the idea sounds great –...
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Confidentiality is top priority when embarking on an M&A process
Confidentiality is top priority when embarking on an M&A process! When preparing your business for sale, or for any...
A business well positioned for future success
What's your long-term goal?
In a Business Insider survey, 56% of privately held business owners planned to sell their companies in the future.
Ways to work with us
Corporate Finance Consulting
We offer a variety of ways to work together. Whether you need us to serve as your primary corporate finance consulting team, as an extension of your own team, or could use some guidance and tools on results, we can structure our partnership in many ways. Looking for help with web development, SEO and content marketing? Visit Alignment Media.
Corporate Finance Consulting
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