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RETAINER SERVICES

AT CALIBER CONSULTING, WE'RE DIFFERENT FROM OTHER CONSULTANTS
 
Many consultants portray themselves as experts in all fields. At Caliber Consulting, we specialize in what we are passionate about and have spent years acquiring the experience and expertise. We break these areas of expertise into six primary categories:

  • Industry Analysis and Trends

  • Establishment of Short Term and Long Term Goals

  • Process to Accomplish Goals

  • Accountability to Measure Progress (KPI's)

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BUSINESS STRATEGY AND EXECUTION
  • Company Valuation
  • Evaluation of Scenarios
  • Quarterbacking of Legal and Tax Team
  • Negotiating on Behalf of Clients
MERGERS AND ACQUISITIONS

  • Review of Company's Preparation to Sell

  • Evaluation of Scenarios

  • Interview of Management Team

  • Interview and Assessment of Family Members

OWNER EXIT STRATEGIES
TRADITIONAL AND NONTRADITIONAL FINANCING

  • Vetting for Traditional Working Lines

  • SBA Financing 

  • Assets Based Financing

SPECIAL PROJECTS

  • New Business Lines

  • Management Succession Planning

  • Industry Research

  • "What If" Scenarios

  • Cost Savings Programs

EXECUTIVE MENTORING

  • Identify "Expectation Gaps" between CEOs and Key Managers

  • Create Plans to Address the Gaps

  • Develop a Process to Measure Improvements

​Many of these projects might be larger than the scope of our Retainer Services. In those cases, we will provide the client with a project estimate.

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