MaximForte
Our Approach
As a business owner, whether you're contemplating retirement, transferring ownership to the next generation, or aiming to maximize your business's value with organic or inorganic growth, careful planning is essential for a seamless and successful transition. MaximForte goes beyond timing and builds a well-rounded strategy that aligns with your long-term objectives while ensuring the business's future. We are your trusted business financial advisors.
Exit Advisory
Exit planning is a critical concept for business owners who want to ensure a smooth transition when they decide to leave their business. It’s not just about selling the company; it’s about preparing the business, its owners, and its stakeholders for that transition. MaximForte ensures that an exit fits with your larger ambition by addressing the critical steps essential to achieving maximum returns. Our services include liquidity planning, selling a business, pre-sale planning, transaction planning, exit strategies, tax strategies, capital gains strategies, estate planning, and succession planning. Ideal exit requires 12 to 36 months of strategic planning and disciplined execution.
Growth Advisory
Business growth requires both organic and inorganic growth. Each method carries its own set of advantages, challenges, and implications for the trajectory of a company. Understanding the dynamics is essential for making informed decisions that align with your business objectives and market conditions. MaximForte has extensive experience as strategic financial advisor to companies in various stages of growth. We assist our clients in different complex financial structures and provide a dedicated capital raising effort. The firm has well established global relationships with private equity, venture capital, non-traditional financing sources and strategic investors that enable us to achieve the best terms and outcomes.
New York
115 Broadway Street, New York, NY 10006
Princeton
4301 Rt 1 Suite 220, Monmouth Junction, NJ 08852
(201) 241-4826
Securities are offered through Finalis Securities LLC Member FINRA / SIPC . MaximForte LLC is not a registered broker-dealer, and Finalis Securities LLC and MaximForte LLC are separate, unaffiliated entities. Finalis Privacy Policy | FINRA BrokerCheck | Finalis Business Continuity Plan. www.maximforte.com is a website operated by MaximForte LLC, a privately held Delaware registered limited liability company providing investment banking services.