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Board Advisor

 Services Offered



Business Valuations

We provide privately held businesses with affordable, quick and accurate business valuations, backed by the data of millions of company valuations and tens of thousands of company sales transactions. 


We're able to provide these timely and affordable valuations with very little required of the business owner, relying on the support provided by our valuation software and database platform.

This allows us to provide the business owner with a market verified valuation in a week versus possibly months.  

"If business schools could offer just one course, it would not be on stock trading, the efficient market hypothesis or modern portfolio theory. Rather, business schools should be encouraging students to learn the boring but critically important discipline of business valuation."  


- Warren Buffet

Business Value "Key Drivers" Report

We'll show you where your business ranks in more than 15 Keys Areas of Business Value, and create action plans prioritized by ROI and impact on long-term Business Value.

We offer clients ongoing consultation and project management services to guide improvement in the most important drivers of value for your business.


It is rare a business that can "check off all of the boxes" for maximum business value. For most, it is a matter of checking off as many as you can, each one bringing their own efficiency and business value rewards. 


Succession & Exit Preparation

As the saying goes, everyone exits their business, one way or another.


It is up to Business Owners to prepare for both the expected exit, and the possible unforeseen one.


Succession plans can take many different forms. Some business owners choose to keep it to a simple document with a few names. Others draft plans addressing a wide variety of contingencies. 


The depth of your plan depends on the nature of your company’s leadership team and current ownership. We'll work with you to craft a customized plan.


There are several important components to Succession Planning:

  • Key Positions-How Many?

  • Potential Candidates-How many for each Key Position?

  • Candidate's readiness rating for new role-Months, or years?

  • Timeline for the plan to take place?

Too few businesses give this planning the attention it deserves, and find themselves with outdated "Buy-Sell" agreements, family member shareholder disputes, and lacking "Key-Person" insurance when the unexpecteded happens

If you think your succession plan should be more than a few names, we'll help you have a plan ready


Deep Dive SWOT Analysis

It has been said the dollar value of a business is the "quantitative summation of the company’s SWOT analysis." 

Once you get clear on what your business is worth today and why, it's time to create and implement action plans and make investments to improve.


We help you create an in-depth SWOT analysis of your business, including objective third-party assessments, and if desired, confidential employee and customer input.

Our SWOT Analyses go beyond the famous 4-box chart.


Listing strengths and weaknesses is important, but pursuing opportunities and responding to threats are where future value will be created and preserved.


Let us help you implement strategies and action plans to grow your business value.


Financial Planning & Oversight

BVC helps business owners simplify their finances, get a better understanding on where they are today, and prepare for the future.


We're available for specific CFO related projects, or on an ongoing basis as your outsourced Finance Advisor and Manager.

We'll get your finance department running smoothly, increase focus on cash flow and liquidity, and offer insights for improvements in all areas related to the financial health of the business.


Some of what we can do for your business:

  • Organize your financial statement reporting

  • Provide financial insights and action plans

  • Improve your cash conversion cycle

  • Identify and implement cost reductions

  • Create budgets & projections

  • Match fund your assets with your liabilities

  • Establish an owner(s) dividend policy

  • Establish credit lines with lenders and key suppliers


M & A Consulting

We serve as your advisor on private company acquisitions, confidentially qualifying potential candidates, negotiating LOI's, directing due diligence, arranging financing commitments, and managing the deal to close.  

Many businesses find that the time and investment required to grow organically is less attractive than scaling through acquisition.



A great transfer of private business ownership is predicted for the years ahead, providing opportunities for businesses to acquire market share and significantly enhance the value of their business.

There is a lot to consider, and a lot to get done to execute on an acquisition.


We can help you identify companies, manage risks, perform due diligence, and secure financing when you pursue an acquisition.

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Business Financing

Businesses often fall into the trap of waiting until the last minute to arrange the credit needed to pursue growth initiatives or survive liquidity crises.


Or they rely solely on the counsel of the banker sitting across the table from them, who represents the bank's interests in the end, not always your best interests.  

We’ll help you avoid restrictive loan structures, accelerated amortization, fees, pledging too much, paying a higher than market rate, or personally guaranteeing what can stand on its own.


We serve as the business owner's proxy:


  • Determining your optimal debt level and liquidity needs

  • Preparing your loan request

  • Negotiating with lenders

  • Securing your loan commitments


We work with dozens of senior bank debt lenders, collateral based lenders, equipment financing, SBA loans, mezzanine lenders and others who provide credit to privately held businesses. 

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