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Meridian Advisory Group

Pillar II

Capital Planning & Decision Support

Capital planning and decision support for growth, financing, and investments.

Financial Modeling & Strategic Planning

Build forward-looking financial models that help management evaluate growth opportunities, understand risk, and make better strategic decisions.

Capabilities: Integrated financial modeling, budgeting and forecasting, scenario and sensitivity analysis, growth planning, and strategic planning.

Business Financing & Financial Preparation

Prepare the financial storyline for lenders, investors, and other capital providers through robust financial analysis and preparation.

Capabilities: Financial projections, capital-requirements analysis, debt-capacity assessment, capital-structure analysis, financial narrative development, lender and investor materials, and SBA loan financial preparation and support.

Business Valuation & Strategic Assessment

Assess the value of a business and the financial implications of strategic alternatives to support informed business and capital-allocation decisions.

Capabilities: Business valuation, value-driver analysis, scenario and sensitivity analysis, and strategic alternatives.

Investment Evaluation

Evaluate potential business investments through disciplined financial analysis to support capital-allocation and strategic decisions.

Capabilities: ROI and ROIC assessment, capital budgeting analysis, investment risk assessment, and capital-allocation decision support.

Start with a confidential conversation.

Tell us about the situation, challenge, or decision you're facing. We'll help determine whether Meridian is the right fit and what type of solution makes sense.