New Horizon Capital's advisory services include:

• Strategic Advisory
• Succession Planning
• Valuation Services
• Balance Sheet Restructuring
• IPO Preparedness

Strategic Advisory

A key ingredient in obtaining financing is to have a well thought out and clearly written strategic business plan describing the company and its products, marketplace, management, marketing strategy and financial projections. Once an effective business plan is created, a financing strategy is required to determine which types of investors to approach (i.e., venture capitalists, angels, investment funds, banks, etc.) and which investors most likely having an appropriate fit with the company being financed. New Capital Horizon's principals have worked closely with companies to create business plans and financing strategies and have consistently helped those companies successfully execute those strategies.

This focused strategic planning approach to positioning companies for the future enables owners, CEOs, boards and senior managers to thoroughly evaluate and agree collegially upon where they are going and the most effective and profitable way to get there.

Mergers & acquisitions, as well as growth financing, require advanced strategic planning if a successful outcome is to be realized. The preparation for selling, for buying, or for financing a business often begins years in advance of the actual "harvest event." Strategic planning is the essential first step in preparing a company for sale or for acquiring other companies.

We recommend you review the Strategic Plan Template found in The Resource Centre.  The Template will provide you with the key issues addressed and will provide a basis for discussions.

Succession Planning

Valuation Services

A formal business valuation if often necessary for future estate and succession issues, tax planning, and for establishing a benchmark value for a potential sale of a business.

A business valuation involves specific steps and processes to arrive at the finished valuation. Complete financial statements and other detailed information serve as the core information source for conducting the valuation.

Each individual business has unique operating conventions and circumstances that must be understood in order for valuations to be accurate, fair and supportable. Valuations completed by valuation advisors who possess the ability to identify these value drivers provide added value to owners, CEOs and boards of medium and high-growth companies.

We recommend you review the Business Valuation Questionnaire in The Resource Centre. This questionnaire will provide key information that will assist your valuation advisor in their discussions with you.

Balance Sheet Restructuring

IPO Preparedness