RICH HARVEY AUTHORS FAMILY BUSINESS MAGAZINE
ARTICLE ON STRATEGIC PLANNING
BOSTON, Massachusetts - June 10, 2009 - The current issue of Family Business Magazine features an article by Stonebridge Associates President Richard A. Harvey, Jr. Discussing how a cohesive strategic plan can address challenges around cash flow utilization, capital funds availability, and succession planning, the article provides guidelines for managing the planning process. To access the full article, please click here.
Strategic planning often brings complex issues to the forefront as leaders seek to determine best next steps. In response, Stonebridge Associates provides STARSM, our Strategic Advisory Review service that is designed to assist senior-level executives as they evaluate important strategic issues such as:
- Is now a good time to sell or recapitalize my business?
- What is my company worth under today's market conditions? What might jeopardize its future value?
- A family member would like to exit the business. How do I provide adequate liquidity, while ensuring ample capital for sustainability?
- Should I consider outside investment to help fund growth initiatives?
- I have no plans to sell. How can I create long-term shareholder value and optimize liquidity options?
About Stonebridge Associates
One of New England's largest independent investment banking firms, Stonebridge Associates specializes in providing merger and acquisition (M&A), divestiture, private placement, and strategic financial advisory services to middle market and emerging growth companies. Applying a wealth of industry experience and structuring expertise to every engagement, Stonebridge Associates develops creative solutions to help clients achieve superior outcomes. Since 1986, Stonebridge has closed over $3 billion in private financings and advised on over 300 M&A transactions and advisory assignments. Member FINRA/SIPC.If we can be of assistance to you or your clients over the coming months, please let us know.
Richard A. Harvey, Jr. |
Annette O. Vaughan |
President |
Principal |
Ten Post Office Square, Suite 1330 Boston, MA
tel 617.357.1770 fax 617.357.4933 www.stonebr.com