Business Financial Consultants

Background: I worked as a podiatric surgeon before deciding to work full-time as a financial services tax consultant. I have been in the financial industry for over 15 years and am currently the president of a nonprofit professional association society in San Jose, California. I am an investment advisor representative and the CEO of an investment advisory firm. I am also the managing principle of a retirement strategy firm. I've worked as a director for a church and as an advisor for several California firms.

Background: I am a retired surgeon with decades of experience in finance, specifically in the stock markets. I also run a consumer goods business. I am an independent advisor. I provide services in M&A transactions. I provide services across all industries, including food, technology, finance, retail, real estate, and media. I connect primarily with Marwadi and Gujarati businessmen of Bangalore. I do not charge upfront fees. I charge success fees.

Background: I own a travel arrangement business. I am also an independent advisor. I help in the buying and selling of businesses and real estate properties. I provide my services across India. I do not charge upfront fees. I charge success fees.

Background: I own a travel arrangement business. I am also an independent advisor. I help in the buying and selling of businesses and real estate properties. I provide my services across India. I do not charge upfront fees. I charge success fees.

Background: As an individual advisor, I help clients plan investments, retirement, taxes, and insurance. I assess goals, create personalized strategies, monitor portfolios, and adjust plans as needed. I communicate clearly, prioritize risk management, and aim to grow and protect clients' wealth while keeping their financial goals central.

Background: We are a real estate firm. We are into commercial properties.

Background: I am a financial consultant. We provide consultancy services in technical and marketing. Here, I am seeking opportunities for myself.

Background: We operate a business consulting firm. We provide our services in M&A, real estate and in other domains. We provide our services in Europe. We do not charge upfront fees. We charge success fees.

Background: I am a charismatic and tenacious business broker with a strong track record of successfully connecting buyers and sellers. As managing partner of my firm, I excel in negotiating profitable deals and ensuring client satisfaction. With extensive industry knowledge and a strategic mindset, I thrive on seeing my clients' businesses thrive.

Background: We are a Luxembourg-based advisor that operates mainly in Italy and on European clients. We provide consultancy on corporate recovery and debt restructuring using debt investors and distressed investors and consultancy on M&A operations using equity investors. Our work as advisors consists in following the client, even within the company, in all phases of the deal, from the search for the target company and/or investor, to the negotiation of economic contents, to the closing.

Background: We connect investors with high-potential small and medium-sized enterprises (SMEs) across various sectors. Our focus is on long-term, sustainable growth, providing opportunities to invest in businesses poised for success. We offer a curated selection of growth-focused SMEs, enabling investors to diversify their portfolios while supporting businesses ready to scale. We offer access to vetted, high-growth SMEs, providing strategic, long-term investment opportunities. Our expertise lies in identifying ventures with strong scalability potential.

Background: Our umbrella of services includes IPOs, FPOs, open offers (takeovers), rights issues, preferential allotments/ QIPs, PIPE deals, VC funding, fund raising (both, listed and unlisted companies), valuation advisory and debt advisory. We strive to provide wealth creation for the Issuer, shareholders, investors, and public at large and invest for the long term. We are well-connected with institutional investors, HNIs, large family, and proprietary funds. In addition to these, our team, at their previous organizations has executed a range of advisory and large transactions for eminent clients such as Indigo Paints, Bikaji Foods, Sunteck Group, Haldiram’s, Future Group, Essar Group, AU Small Finance Bank, amongst others. The procedure is fairly easy. We do not charge an upfront fee. We charge only a success fee after the deal closure. We have pan India clients.

Background: We are financial consultants and also provide advisory services. We have several companies/investors who are interested in solar power projects. We do not charge upfront fee. We charge only success fee after the deal closure.

Background: We are an operations consulting and management company specializing in streamlining business processes, enhancing operational efficiency, and driving sustainable growth. Our team works closely with business owners and investors to optimize day-to-day operations, implement best practices, and ensure smooth transitions during acquisitions or expansions. Whether it's restructuring workflows, improving profitability, or managing multi-location operations, we provide hands-on support tailored to each business’s unique needs.

Background: We are a firm of chartered accountants based out of Pune providing advisory services to various organizations across equity fundraising, mergers & acquisitions. We will charge an upfront fee. Success fees would be 1-5% depending on the size of the deal. In the case of business loans, processing charges will be levied as we will provide the loan through banks and will act as agents. We assist in: 1. Corporate debt: Term loan / working capital, foreign currency loan, debt restructuring / capital restructuring, convertible debt, loan against share, loan against property, liason with banks / NBFC. 2. Business excellence: profitability enhancement, planning & strategy, stressed assets management, business review & management, development of SOPs, management audit. 3. Advisory services: CFO services (full / part time), partnering with institutional investors assessing new project viability, liasoning with institutional investors corporate bank liasoning. 4. M&A and private equity: Capital structuring buy & sell side, advisory hive off / restructuring takeover defence private equity investor relation. 5. Other services: Corporate services marketplace, talent acquisition, training and development, and project appraisal services.