What Stage
Are You In?

I want to raise capital
We pride ourselves on our ability to obtain the maximum valuation for businesses. We recommend you prepare before you seek out investors – first impressions are difficult to change. Investors will require different information based on whether the company is trying to raise debt or equity, and the level of sophistication of the investor. We have experience raising capital in all these circumstances and can work with your management team to develop all the required materials.
Services:
- Determine your ideal raise
- Set goals to attract investors
- Review financial statements
- Ready materials for investors
What Stage
Are You In?

I want to attract investors
If you’re a business owner, at some point you’ve thought about seeking investors. But are you ready? Do you meet the requirements of an attractive investment? We help small businesses to develop accurate and presentable financial statements, implement processes and procedures as well as operational efficiencies, succession planning and improving documentation. Taking a few months to make improvements to your business can have a tremendous impact on your valuation.
Services:
- Create investor presentation
- Create a business plan
- Set a 3-5 year financial plan
- Create materials for investors
What Stage
Are You In?

I want to merge with or acquire another business
A merger or acquisition is more than just the meeting of common goals. It’s a complex financial transaction. Having worked in investment banking and as an executive in small businesses, we have a unique outlook when it comes to the big picture. We help you get ready by completing a comprehensive analysis, and we can be involved through the entire process from executing a Letter of Intent to the final closing and post acquisition integration.
Services:
- Complete a full due diligence report
- Identify the value of your company as a whole
- Identify redundancies that allow for savings
- Create a business plan and financial projections
What Stage
Are You In?

I’m ready to sell my business for maximum dollars
As an entrepreneur, are you hands-on? Does your company have liabilities? Have you put processes in place that make your day-to-day operations more efficient? How solid are your agreements with your key stakeholders? Are your financial statements in pristine condition? These are all factors which can affect the value of your company. At Vistance, we work with you to build the right foundation to maximize the value of your company.
Services:
- Reviewing your financial statements
- Succession planning
- Consulting for operational efficiencies
- Creating buyer materials