DRPA

Corporate Strategy and Family Business Planning

 Businesses require a focused business plan and strategy, together with a detailed action plan and credible budgets and forecasts from which profit and efficiency can be measured and enhanced in order to steer a course which will avoid troubled waters. Our professionals are trained to undertake financial, operational, accounting, managerial and information system diagnostic reviews to assist business managers and owners.

DRPA routinely prepares sophisticated financial models and compiles statements depicting various outcomes while assisting management in developing written business plans.  In addition to a business plan, privately held businesses and their owners require a comprehensive financial plan which will preserve and protect assets from estate taxes and creditor claims, while providing for the orderly transition or succession to other family members or third party managers. Our valuation and transactional services have been provided to attorneys, accountants and insurance advisors in situations involving trusts, family limited partnerships and employee stock ownership plans and transfers or gifting related thereto.

Corporate Restructuring and Refinancing Advice

When the situation calls for assessment of viability, critique of business strategies, cash forecasting, cost reduction recommendations, management of working capital or networking for new or replacement financing, DRPA can assist the parties piloting the ship. Our professionals can enhance cash flow, develop alternative sources of new capital and advise management on the restructuring of operations. Our professionals are retained by borrowers to provide advice regarding their businesses as well as how to approach renegotiating credit agreements, financial covenants and other terms of lending.

DRPA provides similar services to financial institutions, bank syndicates and asset based lenders who desire financial counsel from an independent third party who can readily access the borrowers books, records, operations and management from the "inside" of the business. All business strategy and corporate restructuring services are conducted following the standards set forth by the American Institute of Certified Public Accountants and the Association of Insolvency and Restructuring Advisors.