Advisory Services
Advisory Services
Advisory Services
We offer a suite of advisory and financial management services designed to assist you, your management team and company leadership reach financial goals. We are committed to acting in the long-term interests of all our clients, a key part of our mission.
Our suite of services come in many forms – from evaluation to preparing for a sales transaction to providing guidance on succession planning, and advising on capital structure as you explore investment and co-investment opportunities.
Our suite of services come in many forms – from evaluation to preparing for a sales transaction to providing guidance on succession planning, and advising on capital structure as you explore investment and co-investment opportunities.
Our suite of services come in many forms – from evaluation to preparing for a sales transaction to providing guidance on succession planning, and advising on capital structure as you explore investment and co-investment opportunities.
Our Capabilities and Services
Tax Advisory Post-Close
No enterprise wants to find out after a deal has closed that they are responsible for large tax liabilities for a company they just bought, sold or merged with. Post-close tax complexities can affect the long-term viability of your firm and can potentially lead to loss of value and control.
The Six27 team advises clients on potential tax concerns early in the dealmaking process and throughout the entire post-close process. We are your tax advisory partners on day one of your transaction.
No enterprise wants to find out after a deal has closed that they are responsible for large tax liabilities for a company they just bought, sold or merged with. Post-close tax complexities can affect the long-term viability of your firm and can potentially lead to loss of value and control.
The Six27 team advises clients on potential tax concerns early in the dealmaking process and throughout the entire post-close process. We are your tax advisory partners on day one of your transaction.
Our Capabilities and Services
Tax Advisory Post-Close
No enterprise wants to find out after a deal has closed that they are responsible for large tax liabilities for a company they just bought, sold or merged with. Post-close tax complexities can affect the long-term viability of your firm and can potentially lead to loss of value and control.
The Six27 team advises clients on potential tax concerns early in the dealmaking process and throughout the entire post-close process. We are your tax advisory partners on day one of your transaction.
Our Capabilities and Services
Estate Planning
A thorough estate plan ensures that you are protected during the sale of your business and that your heirs are taken care of as you wish. We are here to assist with succession plans for family-owned businesses, guidance for estate and gift tax scenarios, and probate protection.
The Six27 team is keenly aware that proper estate planning provides more than the orderly transfer of assets during a death or sale of a business. Our team works closely with clients to learn their goals and creates an estate plan that achieves them.
A thorough estate plan ensures that you are protected during the sale of your business and that your heirs are taken care of as you wish. We are here to assist with succession plans for family-owned businesses, guidance for estate and gift tax scenarios, and probate protection.
The Six27 team is keenly aware that proper estate planning provides more than the orderly transfer of assets during a death or sale of a business. Our team works closely with clients to learn their goals and creates an estate plan that achieves them.
Our Capabilities and Services
Estate Planning
A thorough estate plan ensures that you are protected during the sale of your business and that your heirs are taken care of as you wish. We are here to assist with succession plans for family-owned businesses, guidance for estate and gift tax scenarios, and probate protection.
The Six27 team is keenly aware that proper estate planning provides more than the orderly transfer of assets during a death or sale of a business. Our team works closely with clients to learn their goals and creates an estate plan that achieves them.
Our Capabilities and Services
Investment Management
Today’s investment options are vast, varied and complex. Our team offers a multiple of investment management service options designed to fit your short and long-term goals. The Six27 team is ready to help you unlock investment opportunities while minimizing the risks.
By monitoring and measuring your investment progress, we help you take advantage of unique investing opportunities and help ensure your investments stay aligned to your goals.
Today’s investment options are vast, varied and complex. Our team offers a multiple of investment management service options designed to fit your short and long-term goals. The Six27 team is ready to help you unlock investment opportunities while minimizing the risks.
By monitoring and measuring your investment progress, we help you take advantage of unique investing opportunities and help ensure your investments stay aligned to your goals.
Our Capabilities and Services
Investment Management
Today’s investment options are vast, varied and complex. Our team offers a multiple of investment management service options designed to fit your short and long-term goals. The Six27 team is ready to help you unlock investment opportunities while minimizing the risks.
By monitoring and measuring your investment progress, we help you take advantage of unique investing opportunities and help ensure your investments stay aligned to your goals.
Our Capabilities and Services
Co-Investment Opportunties
The Six27 team often has exclusive investment opportunities that you may co-invest in. These private market opportunities are typically reserved for institutional investors. Contact us and we can determine what type of co-investment opportunities you might be interested in and we can then determine if you are qualified to participate.
The Six27 team often has exclusive investment opportunities that you may co-invest in. These private market opportunities are typically reserved for institutional investors. Contact us and we can determine what type of co-investment opportunities you might be interested in and we can then determine if you are qualified to participate.
Our Capabilities and Services
Co-Investment Opportunties
The Six27 team often has exclusive investment opportunities that you may co-invest in. These private market opportunities are typically reserved for institutional investors. Contact us and we can determine what type of co-investment opportunities you might be interested in and we can then determine if you are qualified to participate.
