Strategic and Advisory Services

Strategic and Advisory Services

When you are involved in or anticipating financial transactions critical to your future and the future of your business, you need the advisory services of a firm steeped in experience and with broad expertise. HBK Transaction Advisory Services offers a unique combination of executive management, financial transaction and strategic advisory experience. Plus, we take the time to understand the dynamics of your business and industry, and the evolving expectations of your shareholders, family members, bankers and investors.

Our advisory group assists with:

  • Strategic options exploration, analysis and recommendations
  • Consulting on ownership transition, liquidity events and management succession
  • Advising in anticipation of the sale of a business
  • Fine-tuned strategic planning process for growth or turnaround
  • Creative solutions for financially troubled companies
  • Financial diagnostic assessments
  • Industry and competitive research
  • Transaction-related valuation services

HBK Transaction Advisory Services, HBK CPAs & Consultants and HBKS® Wealth Advisors are not investment bankers and do not provide investment banking services. To the extent that any of the services set forth above involve investment banking within your specific circumstances, such investment banking services will be provided by a third party registered investment banking firm.

Investment advisory services are offered through HBK Sorce Advisory LLC, doing business as HBKS® Wealth Advisors. NOT FDIC INSURED - NOT BANK GUARANTEED - MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL - NOT INSURED BY ANY STATE OR FEDERAL AGENCY

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