Who We Help
We work with businesses large and small and in-between, and we work within all stages of a business’ life cycle. Here is a small sampling of people we’ve helped.
Kennebec Co.
If you’re looking for custom kitchen cabinetry – or cabinetry for any room – that fits your home’s architecture,
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Green Thumb
Green Thumb is a year-round, full-service nursery and greenhouse – a community centerpiece – located in
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Downeast Windjammer
Look no further to see the pristine beauty of Acadia National Park and surrounding islands than from the deck
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Automation Integrators
Automation Integrators applies innovative thinking and advanced technologies
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Clients & Services
| Date | Industry | Service |
|---|---|---|
| 2018 | Convenience Store & Gas Station | Valuation / Business Brokerage / CRE Sale |
| 2018 | Hospitality | Valuation / Business Brokerage / CRE Sale |
| 2018 | Medical Retail | Business Sale / Valuation |
| 2018 | Restaurant | Startup Analysis & Viability Study |
| 2018 | Medical Practice | Turnaround & Viability Study; Startup Analysis |
| 2018 | Cabinetry & Millwork | Valuation & Ownership Transition |
| 2018 | Hospitality | Refinance |
| 2018 | Municipality | Marketing & Sale of Multiple City-Owned Lots |
| 2018 | Daycare Center | Valuation / Business Brokerage / CRE Sale |
| 2018 | Cafe / Bakery | Valuation / Business Brokerage |
| 2018 | Childhood Education Center | Startup Planning |
| 2018 | Property Restoration | Turnaround & Viability Analysis |
| 2017 | Fitness Center | Valuation / Business Brokerage |
| 2017 | Custom Instrument Manufacturer | Succession Planning |
| 2017 | Tire Service & Car Wash | Chapter 11 Bankruptcy & Restructuring |
| 2017 | Substance Abuse Facility | Business Divorce & Restructuring |
| 2017 | Partnership with Multiple Interests | Business Divorce & Forensic Accounting |
| 2017 | Residential Real Estate | QuickBooks Management & Rebuild |
| 2017 | Salon & Spa | Business Brokerage / Valuation / CRE Sale |
| 2017 | Brewpub & Brewery | Business Brokerage / Valuation |
| 2017 | Manufacturing – Specialty Product | Turnaround |
| 2017 | Restaurant | Startup – Financial Projections & Financing |
| 2017 | Pharmacy | Chapter 11 / 7 / Restructuring |
| 2017 | Restaurant | Startup – Financial Projections & Financing |
| 2016 | Convenience Store | Business Sale / Valuation |
| 2016 | Restaurant | Chapter 7 / Liquidation |
| 2016 | Drycleaner | Chapter 7 / Liquidation / CRE Sale |
| 2016 | Restaurant | Startup – Financial Projections & Financing |
| 2016 | Lumber Yard & Retail | Refinance |
| 2016 | HVAC Service | Fractional CFO |
| 2016 | Tree Service | Business Sale / Valuation |
| 2016 | Entertainment – Family | Restructuring / Turnaround |
| 2016 | Manufacturing – Farming / Food | Startup / Fractional CFO |
| 2016 | Independent Living Facility | Restructuring / Turnaround |
| 2016 | Independent Living Facility | Chapter 11 / Restructuring |
| 2016 | Court-Ordered Liquidation | Receivership |
| 2016 | Construction Specialty | Refinance |
| 2016 | Manufacturing – Food | Business Sale / Valuation |
| 2016 | Plumbing / Heating | Chapter 13 Plan / Restructuring |
| 2015 | Manufacturing | Chapter 7 / Liquidation |
| 2015 | Entertainment – Family | Startup – Fractional CFO |
| 2015 | Hospitality | Refinance ($2,300,000) |
| 2015 | Automotive Transport | Refinance ($960,000) |
| 2015 | Residential Cabinetry Mfg | Succession Planning / Valuation |
| 2015 | Advertising Agency | Refinance ($790,000) |
| 2015 | Entertainment – Family | Start-up – Fractional CFO |
| 2015 | Medical Practice | Business Sale / Valuation |
| 2015 | Apple Orchard & Family Entertainment | Chapter 11 Plan |
| 2015 | Manufacturing- Food Products | Restructuring/ Turn Around |
| 2015 | Food Innovation & Sales | Explosive Growth- Fractional CFO |
| 2015 | Engineering Firm | Explosive Growth- Fractional CFO |
| 2014 | Manufacturing | Restructuring/ Turn Around |
| 2014 | Convenience Store | Restructuring/ Turn Around |
| 2014 | Excavation | Restructuring/ Turn Around |
| 2014 | Residential Property | Chapter 13 Plan |
| 2014 | Residential Cabinetry Mfg | Business Acquisition Funding ($1,083,400) |
| 2014 | Manufacturing & Retial | Restructuring/ Turn Around |
| 2014 | Manufacturing | Facility Acquisition Funding ($595,000) |
| 2013 | Electrical Service Provider | Facility Acquisition Funding ($925,000) |
| 2013 | Call Center | Facility Acquisition Funding ($2,035,000) |
| 2013 | Cruise Line & Ferry services | Chapter 11 Plan/Restructuring |
| 2013 | Medical Practice | Chapter 11 Plan |
| 2013 | Automotive Transport | Reorganization/Restructuring |
| 2013 | Lumber Yard & Retail | Acquisition Funding ($1,900,000) |
| 2013 | Landscape & Nursery | Acquisition Funding ($1,125,000) |
| 2012 | Independent Living Facility | Court Appointed Receiver- Turn Around |
| 2012 | Insurance | Acquisition Funding ($360,000) |
| 2012 | Construction | AR Collection |
| 2012 | Construction | Cash Management/ Refi ($2,400,000) |
| 2012 | Hotel & Motel | Court Appointed Receiver- Sell |
| 2012 | Construction & Storage | Establish Financials |
| 2012 | Engineering Firm | Growth Management/ Capital ($200,000) |
| 2012 | Paving Company | Turn-around Management |
| 2012 | Real Estate Development | Workout with Bank |
| 2012 | Call Center | Expansion & Acquisition Funding |
| 2011 | Transportation | Business Management |
| 2011 | Excavation | Cash Management |
| 2011 | Hotel & Motel | Court Appointed Receiver |
| 2011 | Vending Games | Court Appointed Receiver |
| 2011 | Development | Development Funding |
| 2011 | Call Center | Expansion Planning & Financing ($240,000) |
| 2011 | Fine Cabinetry | Financial & Cash Management |
| 2011 | Political Campaign | Financial Management |
| 2011 | Commercial Cleaning | Financial Management |
| 2011 | Commercial Cleaning | Financial Planning- Growth Mgt. |
| 2011 | Travel Agency | Initiate Reorganization Plan |
| 2011 | Development | Land Acquisition Funding ($1,800,000) |
| 2011 | Lumber Yard & Retail | Refinance ($4,000,000) |
| 2011 | Spa & Salon | Refinance, Compensation work |
| 2011 | Medical Practice | Start-up Financing ($390,000) |
| 2011 | Fire Protection Enterprise | Turn-around Planning |
| 2011 | Boxes & Bag Distribution | Turn-around Planning |
| 2011 | Newspaper | Turn-around Planning |
| 2011 | National Food Franchise | Turn-around/ Restructuring /Ch 11 ($6MM) |
| 2011 | Construction Industry | Reorganization |
| 2010 | Restaurant | Refinance/Sale |
| 2010 | Re-Cycling | Acquisition Funding |
| 2010 | Automotive Repair | Financial Management & Turn-around |
| 2010 | Trucking | Initiate Reorganization Plan |
| 2010 | Commercial Painting | Refinance |
| 2010 | Recycling Corporation | Refinance |
| 2010 | Custom Boat Builder | Refinance ($1,400,000) |
| 2010 | Cabinetry & Millwork | Refinance ($250,000) |
| 2010 | Cleaning Products Distribution | Reorganization through Bankruptcy |
| 2010 | Bottle Redemption/ Quick Stop | Start-up Financing |