Tangram Partners are experts in strategy, operations, financial, and business transactions. We work as a team with clients to address issues with operations, financing, capital raising, due diligence, acquisitions, mergers, divestitures, and more.
OUR SERVICES
Honesty and Integrity are the driving forces behind Tangram Partners. Engagements and projects are only undertaken when incremental value can be created on a cost-effective basis. Please see our core services listed below:
BUSINESS VALUATION
DUE DILIGENCE
MANAGING GROWTH CONSULTING
TRANSACTION NEGOTIATIONS
LENDER NEGOTIATIONS
DIVESTITURES
BANK WORK OUT ADVISORY
DEBT & EQUITY PLACEMENT
ACQUISTIONS
OPERATIONS ASSESSMENT
MERGERS
DEBT RESTRUCTURING
BUSINESS RESTRUCTURING
TURNAROUND ASSISTANCE
TRANSITION CONSULTING
EXIT STRATEGY PLANNING
INTERIM MANAGEMENT (CEO, COO, CFO)
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Our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with us, you receive:
1:1 financial advice based on your goals and needs.
Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
Regular meetings to review your goals, progress, and investments.
Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Areas of focus
Wealth Preservation Strategies
Cash Flow Management Strategies
Retirement Planning Strategies
Investment Management
Business Retirement Plans
Insurance
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Please visit our website to learn more.
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