Business Advisory Services to Turn Your “As-Is” Business into a Must-Have Enterprise
Informed, objective insights for business owners and trusted advisors to catalyze profitability and eliminate valuation guesswork
Business Advisory Services to Turn Your “As-Is” Business into a Must-Have Enterprise
Informed, objective insights for business owners and trusted advisors to catalyze profitability and eliminate valuation guesswork
Strategic Authority Built on Experience
5,000+
mid-market companies strategically evaluated
55+
successful enterprise transactions closed
38+
years of investment banking & growth advisory
The Business Advisors That Owners Trust for a Secure & Successful Future
Most business owners work harder than they should for less than they deserve.
Founder dependency, unclear growth plans, and fragmented financials can suppress profitability and cause owners to leave money on the table at exit.
Horwich Strategic Advisors (HSA) provides objective insights and candid guidance that owners need to identify and mitigate company flaws, increase profitability, and position companies for a sale. We combine comprehensive planning with financial forecasting to transform your business from an “as-is” struggle into a professionalized, must-have enterprise asset.
Whether scaling for growth or preparing for a liquidity event, we ensure your company withstands both internal discipline and buyer scrutiny to deliver the life-changing wealth you’ve earned.
Growth Strategies
HSA elevates your growth strategy by identifying unseen weaknesses and developing a clear roadmap to profitability, unlocking your company’s true value for sustainable success or a lucrative exit.
Value Creation
HSA is uniquely qualified to provide unbiased, deep-dive analyses that uncover hidden opportunities and operational blind spots. We’ll craft a bulletproof blueprint to increase EBITDA and multiples in order to support a higher return and secure your client’s legacy.
Market Check
Get the real-world clarity you need before investment bankers or private equity get involved. We dive deep into your operations to move past gut feelings and guesswork.
By the end of the process, you’ll have a firm understanding of what your company is worth in today’s market as well as strategies on how to bridge any gap between its value and meeting your financial goals.
Transaction Preparation
Get the essential framework for a profitable exit. By leveraging HSA’s expert perspectives, owners receive unique insights into vulnerabilities and potential deal-breakers. Every custom plan is designed to secure maximum value and facilitate a seamless transaction.
Succession Planning
Build the next generation of your leadership with a process that focuses on organizational stability and continuous value. HSA will develop a comprehensive transition plan that ensures a seamless transfer and strategic continuity, ensuring your company remains a high-performing asset.
Strategic Projects
HSA’s corporate finance guidance includes tailored capital structure optimization plans, cap table optimization, detailed debt and equity analyses, and financial models to evaluate specific growth initiatives — all to ensure your business is strategically positioned for maximum performance and profitable expansion.
Featured Case Studies
Workers’ Comp Claims Administration Business | Sale Prep Project
HSA intervened to save a failing financial services firm facing bankruptcy within six months. We triaged critical cash flow losses, shut down a failing business unit, and pivoted to a strategic sale of the remaining profitable entity.
Despite significant existential threats, HSA successfully navigated the transaction to close, protecting retired ESOP shareholders and securing a successful third-party exit.
Entertainment Industry Equipment Leasing Company | Strategic Project
HSA advised a leading entertainment equipment lessor on a $50 million debt placement. By leveraging private capital markets to create competition, we compelled the incumbent lender to significantly improve terms.
The result was a refinanced line with higher availability, better rates, and the elimination of the owner’s personal guarantee—all closed within three weeks of engaging the banker.
Hear From HSA Clients
