Services : For Businesses

Financial Planning and Execution for entrepreneurial companies. Obtain the benefits of a Chief Financial Officer without hiring senior level staff.

  • Obtain financing in order to support growth, acquisitions or refinancings. Sourcing debt and lease financing, even when credit markets are very tight, is a specialty of Kellogg Associates. Kellogg has significant experience with the structuring of ESOP buyouts and procuring the necessary financing for these transactions.
  • Kellogg's extensive network in the Financial Services community insures that the client gets the best possible financing available. Personal contacts at all the major institutions in the region will be used as necessary.
  • Advise clients with acquisitions of other companies. Evaluate candidates, conduct due-diligence, structure transaction, obtain financing and integrate companies after acquisition.
  • Develop and execute Exit Plans for business owners who desire to maximize the value of their business. Set realistic goals based on current conditions. Identify opportunities to increase ownership value, and ultimately reach the goal of a comfortable retirement.
  • Facilitate Strategic Planning projects for companies. The focus can be on specific issues that impact the business, or it can look more broadly at the overall direction of the company.
  • Prepare business plan and projections. The needs of all stakeholders (stockholders, lenders and creditors) must be addressed.
  • Represent the company with lenders and creditors, so that the best possible result is achieved for the stockholders. When credit markets are tight, managing these relationships is especially challenging. Kellogg's deep experience in banking is of particular value in these situations.
  • Formulate bonus plans that align the goals of employees with that of company owners.
  • Kellogg serves on Advisory Boards in order to provide strategic direction for growing companies.

Related Articles

Our Services

What Our Clients Say

“David has been the ideal facilitator for helping our fifty-year-old $35M family hardware business complete the generational transfer of ownership to management. He handled all the internal and external stakeholders with professionalism and decency that resulted in everyone feeling heard, respected, and well served. I will forever be thankful for his steady hand making this financial and emotional transition for our family a success rather than a replay of a Shakespearian tragedy.”

- Greg Kidd
  Co-Founder and CEO, GlobaliD
  Founding Partner, Hard Yaka

Join Our E-Mail List

To join, enter your email address below and click "Join". We will not use your address for anything except our newsletter, and you can discontinue your subscription at any time.