About

BEECHWOOD AT A GLANCE

CAPITAL RAISING | BUSINESS SALES | FRACTIONAL CFO |      TRANSACTIONAL CONSULTING

  • Work directly with owners and entrepreneurs
  • Primary objective is to help clients close their transactions with high levels of satisfaction
  • Independent input/advice, only consider what is most appropriate for individual transaction, no conflicts of interest
  • Specially designed “2-step” process geared to companies who are concerned about market receptivity prior to a formal, extensive engagement

Unyielding
Dedication

Our Differentiators

Outstanding, Experienced Professionals

  • Seasoned professionals
  • Significant experience in structuring, negotiating & closing complex transactions across multiple industries

Focused Solely on the Middle Market

  • Exclusively work with middle market companies
  • Familiar with issues faced by middle market companies as former business owners and operators

No Junior People

  • Senior Professional/Partner personally leads and executes every engagement from start to finish
  • Always receive timely and appropriate attention

No Conflict of Interest

  • Unlike some other firms, we avoid all conflicts of interest
  • Provide totally independent and objective advice

High Ethical Standards and Regulatory Compliance

  • Full fiduciary and regulatory compliance
  • We are affiliated with and, individually members of, a fully licensed registered broker-dealer, subject to regulation and oversight by both FINRA and the SEC
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