Welch offers a wide range of business advisory and consulting services designed to help your business or organization at every stage of its development. We want to be your one-stop-shop for all of your business needs – we have a team of in-house experts to give you specialized insight for all of your issues. Our business advisory services include:

  • Acquisitions and sales of businesses
  • Shareholder agreements
  • Succession planning
  • Development and/or refinement of business plans
  • Business reorganizations
  • Shareholder dispute resolution
  • Business valuations
  • Wealth management
  • Development of loan arrangements
  • Electronic data processing
  • Design and implementation of accounting systems
  • Set-up and administration of pension and profit-sharing programs

WelchGroup Consulting

In addition to our business advisory experts, we also offer consulting services through WelchGroup Consulting. WelchGroup Consulting is a full-service management consulting firm designed to help entrepreneurs build better businesses. We deliver expert insights into all management functions, whether creating shareholder value, building market demand, designing and delivering products and services or generating superior financial results. Our goal is to provide our clients with practical consulting services to help them achieve their objectives quickly and efficiently.

Mergers and Acquisitions

As a business owner, you regularly look at your business and evaluate its value and growth potential. You know that the key to your success is planning. That is where we come in. WelchGroup’s M&A advisory services include:

  • Buy-side/sell-side services
  • Strategic growth strategies
  • Debt capital
  • Private equity
  • Management buy-outs
  • Succession planning
  • Restructuring
  • Advisory services

For more details, please visit our Mergers and Acquisitions page.

Chairman’s View

Chairman’s View is a unique program designed to let owners of privately-held companies achieve maximum value for their businesses. The goal of Chairman’s View is to get business owners to view their companies as assets instead of CEOs. Moreover, it helps clients build their businesses to last decades simultaneously preparing them to sell tomorrow. To achieve this, an experienced Chairman from the Chairman’s network helps owners focus on value creation and works with the CEO to drive the performance of the business to create sustainable and transferable value.

CoreValue Software

Corevalue is an interactive tool that shows you what your business is worth, where to grow and how to convert this growth into wealth. This comprehensive business valuation/evaluation software is available direct to business owners; you can find out more about it by visiting the CoreValue Software Website.

Find out how our team can help you!

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