Transaction Advisory Services:
Chockstone Advisors provides transaction advisory services to middle-market businesses -- typically, family-owned and trust-owned operating companies that are planning a sale, acquisition, merger, or financing transaction. With more than 25 years of public-company and private-company M&A and tax-structuring experience, we partner with our clients to act as the interface between the management team and/or ownership group and their outside legal, accounting, tax, lending bank, investment bank, and other advisors. We structure, manage, and close the transaction so that management can remain focused on business operations and achieving stakeholder expectations.
A Public Benefit Corporation:
As a public benefit corporation, Chockstone Advisors is committed to inspiring and promoting (i) the professional development and community engagement aspirations of our team members, (ii) professionalism within the industry, and (iii) awareness and the eradication of social injustices within the communities we serve.
__________________
Contact us -- Let's talk about your goals and explore how Chockstone Advisors can help you structure, manage, and close your next transaction: