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Services
Acresis is for Founders, from Founders. We bring discipline, structure and expertise to accelerate profitable growth, drive enterprise value, and help create and sustain wealth for Founders and owners. Our work ranges across advisory, capital services and transaction management support, targeting significant and measurable outcomes in a specific time frame. To date we have we've delivered more than $1B in realized and incremental value for our clients.
“Before Acresis, we thought about growth in single digits, and did not see how we could grow a services business at a 50% clip nor grow the value of our business 4.0X.”
- Ivan Lightfoot & Wade Reichert, co-Founders of Forefront Innovation
Here is a partial list of the services we provide:
FOUNDER ADVISORY
- Diagnostic & Business Modeling
- Go-Forward Strategy: 3-Year Path to Value
- Growth Initiatives
- Liquidity Alternatives
- Talent Plan & Founder Transition
- Wealth Creation Plans
- ...and more
CAPITAL STRATEGIES
- Financing Strategies
- Investors & Lender Assessment
- Origination & Sourcing
- Capital Sourcing: Debt vs. Equity
- Investor Materials
- Data Room & Materials
- ...and more
M&A ADVISORY
- Sell-Side: Trade, Strategic and Financials
- Buy-Side: Acquisition Support
- Valuation Assessment
- Pitch/Bid Management
- Purchase Agreement
- Equity & Proceeds
- ...and more
CONSULTING
- Sales Strategy & Execution
- Channel & Partner Strategy
- Front-Back Office Support
- Systems & Process Evaluation
- Fractionalized SMEs
- Overseas Expansion
- ...and more
PRIVATE EQUITY
- PE Investors: Minority and Majority
- Size of Raise
- Use of Proceeds
- Due Diligence
- Letter of Intent / MoU
- Negotiate & Close
- ... and more
WEALTH MANAGEMENT
- High Net Worth Advisory
- Legacy Planning
- Asset Protection
- Financial Planning
- Investment Planning
- Retirement Planning
- ...and more