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Redtail Advisors - Unlocking Business Value

 

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Redtail Business Partners

Besides our internal group, Redtail has assembled a team of highly respected experts in their fields to support our exit planning advisory service. All of these experts have been chosen for their business acumen, their demonstrated ability to perform, and their willingness to work within the team concept.

Our group of affiliated professionals includes attorneys with corporate securities and structure backgrounds, intellectual property attorneys, and attorneys that specialize in mergers and acquisitions. It is vital that all of your corporate records are complete, up to date and reviewed before you submit them to an outside party. A good corporate attorney is a "deal maker," not a "deal breaker." We like to work with legal professionals who are constantly looking not only for potential problems but for the solutions that will enable a transaction, not discourage one.

We have chosen to work with regional leaders in the CPA field who specialize in private and public business accounting and audits. We also look for proficiency in tax planning and deal structure. Choosing the right accountants can make a big difference when it comes to valuations, tax ramifications, and viability.

Risk management and insurance is often an overlooked aspect of business planning. This is a crucial aspect of your business and deserves careful review and attention. We are proud of the relationships we have built in this area and have seen first-hand the difference a competent and professional organization can make both before and during a business transition.

There is an old saying, "It's not what you get, it's what you keep." Our wealth preservation experts focus on your long-term goals. How you structure your transaction can have a large impact on the rest of your life. At the same time, you need to take estate planning into account as well. 

Besides our own internal investment banking resources, we have developed strong relationships with many investment bankers in virtually every industry niche. This means that when it comes time for a transaction, we will make sure that your investment banker is qualified and ideally suited to represent you.



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