Smith Davis Advisory
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Expertise

Our partners assist business owners by anticipating expectations and using our expertise in finance and accounting. Some examples include:
  • Review company’s strategy, organization, operations and finances;
  • Evaluate company’s past and future cash flow needs with anticipated issues;
  • Balance sheet analyses to anticipate capital needs and other financing;
  • Collaborate with key stakeholders and board members.

We implement restructuring to turn around your direction to profitability. Tactics include:
  • Develop and review operations for cost reduction initiatives;
  • Analyze and evaluate long-term and short-term financial needs and make recommendations for improvement;
  • Provide critical analysis of your core business and recommend workable solutions;
  • Offer assistance with capital options, including bank financing, owner financing and venture capital funds;    
  • Evaluate exit strategies and outside investor ideas;
  • After agreement on the future of the company, offer detailed instructions on next steps;
  • As a last resort, provide pre-bankruptcy planning with client’s attorney and CPA firm.
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Utilizing our many years of management 
and expertise, Smith Davis will apply practical, 
proven solutions and execute a plan for 
​turnaround and/or restructuring.

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336-508-2152/336-543-3099

  • Home
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  • Expertise
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