Financial Services

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  · Help companies with liquidity and credit issues to improve and/or turnaround their financial performance by analyzing the business, developing credible financial forecasts that focus clients on those items that directly impact performance, improving profitability and cash flow and addressing the concerns of the banks and/or investors;

· Interface with capital sources, such as traditional banks, private equity firms and subordinated debt lenders, to secure new financing in support of company growth, turnaround plans, or a management buyout;

· Support owners and management to successfully navigate the difficult and complex restructuring and bankruptcy processes;

· Provide independent valuation services for the timely and accurate appraisal of businesses or intangible assets on which any business or third party can rely.

VALUE CREATION - PERFORMANCE IMPROVEMENT

From start-ups with explosive growth to companies operating in mature industries, Herlihy BDC delivers decades of practical experience to improve your company’s financial performance.  We review all aspects of your operation, cost structure, and revenue streams and root out improvement opportunities overlooked by management.  From the shop floor to the C-suite, our consultants challenge current assumptions to root out inefficiencies and deliver real operational and financial performance improvements.

TURNAROUND & RESTRUCTURING

It is common for businesses to experience periods of decline in revenue and profitability.  When cash flow and liquidity create concerns for you or your lenders, recovery often depends on two critical factors:

Objective assessment of your company's financial condition, and

Swift development and decisive execution of a realistic tactical plan incorporating creative solutions.

Herlihy BDC consultants use a high-energy, action-oriented approach to quickly reverse operating losses and return companies to sustainable, positive cash flows. Working together, we can help your company stay focused and emerge as a stronger, healthier organization.

BANKRUPTCY INSOLVENCY ALTERNATIVES

As a distressed company struggles between viability and insolvency, a strategic assessment is required to understand the best financial or strategic alternative for the company to pursue. In addition, company officers must understand their changing responsibilities if the company has entered the zone of insolvency. The assessment will provide an analysis of, and guidance on, the best strategic alternatives available to the company. Alternatives depend heavily on the specific circumstances of the company, but can lead to:

Refinancing with current or new lenders
Out-of-court restructuring
In-court restructuring at the federal (Chapter 7,11) and state level (Chapter 128-WI)
Going concern sale
Liquidation via ABC or UCC article 9 or receivership

FINANCING

Lending into difficult situations and advancing collateral on illiquid and difficult to value assets can be challenging. Herlihy BDC has the expertise and experience to assist lenders, companies and other stakeholders with making informed decisions. Herlihy has advised lenders in a variety of financing situations:

Utilize Blockchain technology for financial instruments, STO 

Intellectual property as collateral for loans
Wind-down analysis using various liquidation strategies 

 Hard money lending for real estate investors

Explore and execute investment opportunities for SMB loans, cash injections, and/or equity stake

Help companies with liquidity and credit issues to improve financial performance 

Evaluated pitch decks and financial reports for private placement 

TAX & SUCCESSION PLANNING

A valuation conducted specifically for tax purposes introduces added complexity to comply with the Internal Revenue Service (IRS), often causing critical assumptions and values to differ from valuations conducted for other purposes.  These type of valuations often include the following:

Estate and Gift Tax Valuation
409(A) Valuatons
Stock Based Compensation
Tax Restructuring Valuation

 Wade Olsen has helped us and many other connections with everything from Life Insurance, Estate Management, Tax Planning, Charitable Giving, Financial Planning, and College Financial Planning, to long-term Wealth Management.  He is not only a trusted advisor, and business referral partner, but a true friend and mentor.

Wade Olsen Brief Bio:

My passion is learning about your unique family structure. Once I know how your family is blessed (also known as – “Fortunate”), I get a huge amount of personal satisfaction helping to strengthen, preserve and protect your family’s relationships and traditions. Fortunate Family Office is designed to help families navigate the complicated interactions among investments, financial goals, taxation, estate planning, charitable gifting, legacy planning, college planning and overall generational advancement.

I am a CERTIFIED FINANCIAL PLANNERTM as well as an Investment Advisor Representative (IAR) with over a decade of practical experience. I follow a fiduciary code of conduct for all clients.

For more about my history or firm’s background, we proudly participate in the FINRA BrokerCheck program. Just look up my name or Western Wealth Management.

720-699-7787
Wade@FortunateFamilyOffice.com