Advisory Services
Startup Consulting
The earliest financial decisions often carry the longest consequences. Startup Consulting helps entrepreneurs test the economics of a venture before capital is committed, and present a coherent financial case to prospective lenders and investors.
Typical client questions
- How much capital is required to launch?
- Is the business financially viable?
- What does the financial forecast suggest?
- What funding structure is appropriate?
Representative deliverables
- Feasibility assessment memorandum
- Integrated financial model with documented assumptions
- Capitalization summary and funding plan
- Business plan financial section
Corporate Advisory
Established businesses face a recurring question: where should the next dollar go? Corporate Advisory gives owners and management a clear view of what drives performance and a disciplined framework for allocating capital.
Typical client questions
- What is driving profitability?
- How much capital can the business reinvest?
- What are the implications of expansion?
- How can management improve financial visibility?
Representative deliverables
- Financial performance review
- 13-week or annual cash-flow forecast
- Capital allocation analysis
- Management reporting framework
Capital Structuring
Financing decisions shape a company's flexibility for years. Capital Structuring provides an objective view of how much capital a business needs, how much debt it can responsibly support, and how alternative structures affect liquidity and risk.
Typical client questions
- How much debt can the business support?
- What financing structures should be evaluated?
- How does the capital structure affect liquidity and risk?
- What financial information should be prepared for lenders?
Representative deliverables
- Debt capacity analysis
- Capital structure alternatives memorandum
- Financing scenario model
- Lender-ready financial summary
Transition Planning
Changes in ownership are among the most consequential decisions a business owner makes. Transition Planning provides the analysis to understand value, evaluate acquisitions, and plan buyouts or succession on sound financial footing.
Typical client questions
- What drives the value of the business?
- What are the financial implications of an acquisition?
- How could an ownership buyout be financed?
- What should be addressed before a succession or sale process?
Representative deliverables
- Valuation analysis report (advisory, not a certified appraisal)
- Acquisition financial assessment
- Buyout structure and financing model
- Transition readiness memorandum
Advisory analysis supports client decision-making. Medema Partners does not guarantee financing approvals, transaction execution, or investment outcomes, and valuation analyses are advisory in nature rather than certified appraisals.
Start a Conversation
Whether you are establishing a business, evaluating growth, considering financing, or planning an ownership transition, Medema Partners welcomes a conversation about your objectives.