Tulsa :: Professional services

CFA principals provide advisory services to assist business owners with:

Selling all or part of their company
Making acquisitions or divestitures
Finding growth capital
Evaluating your company's value and developing a plan for marketability

We help firms with expansion plans to formulate growth and acquisition strategies as well as those wanting to refinance their company. Most often we provide guidance when it is time to sell all or part of a company. Services are driven exclusively by clients' needs and objectives. All engagements are managed locally by a senior CFA principal who is integrally involved in all phases of the assignment.

Investment Banking Capabilities

We have the ability and resources to execute certain types of assignments. As one over 30 CFA offices, we offer a distinct form of independent, professional expertise with proven results in the following areas:

Developing alternatives and recommending appropriate courses of action for owners to take in a wide range of strategies such as the following:


Exit Strategy	Consolidation Strategy
Diversification Strategy	Buy-Out Strategy
Divestiture Strategy	Liquidity Strategy
Acquisition Strategy	Re-Finance Strategy

Advising clients in the development and formulation of merger and divestiture strategies
Enhancement strategies to increase the value of the company prior to sale
Assessing the company's strengths and weaknesses
Planning and executing strategy for marketing the company
Establishing valuation criteria and ranges
Identifying, screening and initiating discussions with potential buyers or equity/ joint venture partners
Executing specialized investment banking transactions
Structuring transactions
Arranging acquisition financing for buyers, consisting of all types of debt and equity

Additional capabilities and areas of technical expertise are distributed across the CFA industry practice groups and individuals within the organization.