Castle Corporate Finance Overview

We’re with you all the way

Life is not all about transactions – even for us! Sometimes, it’s a question of having an end goal in sight, but knowing you are not quite ready for it yet – or perhaps you don’t know how to get there. Again, we can help, either directly or through our trusted network of connections. Here are some of the typical areas we have helped clients in the past:

Preparation and positioning Understanding your goals, and making sure you have the right structure in place to pursue them;

Integration Post sale, post-acquisition, or following a fundraise – settling into a new routine can be difficult. We can help make the transition period a little smoother and swifter, allowing you to concentrate on the business itself. Restructuring We can help review and refine a corporate structure so that it is presented in its best light. We can introduce the necessary professionals to ensure the restructuring is done in a legal and tax efficient manner. Market research To better understand your market, positioning and M&A activity in the sector.

helping devise or refine your business plan to get you there.

Roadmap We can assist in building a strategic route map (1-5 years) for the business, based on long term objectives and help you refine and challenge that plan along the way. Options overview We can help you explore the strategic options available and the pros and cons of each.

pg.7 – Castle Advisory

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