Advisory
We provide owners of closely held businesses the insight and
support they need to manage their assets successfully
Small- and Medium-Business investments create generational wealth, returns independent of stock market sentiment, and a chance to make a tangible impact on the people and products you invest in. Many very successful high net worth professionals have made or continue to make their wealth from SMBs. But they come with unique management and supervisory challenges. That’s where The Martyn Group can help.
How We Can Help
Opportunity Evaluation
A unique opportunity comes your way because you’re a high net worth individual whose network includes people trying to do great things. You need a trusted independent thought partner who can properly evaluate the opportunity.
Evaluations can include valuation, but much more important is seeing through the basic information to identify unserviced demand opportunities, risky inconsistencies, and land at a complete 12-24 month business plan that really demonstrates the case for investment (or not).
Strategic Advice
Which assets should be pushed for growth? How do your assets work together to achieve your wealth and lifestyle goals? How are you balancing personal liquidity and growth of your assets? Let’s work together to chart a course for your investments.
While engagements can be one-time or project-base, we recommend creating a long term relationship for maximum efficiency and effectiveness.
Outside Director Service
You need more than advice. You need another hand on the wheel. A consigliere who can make decisions in your absence and help enact your vision. By formally embedding the right expert in your business’s board structure we help you assert control while freeing you for other things.
With The Martyn Group acting as an outside director you can expect discipline, rigor, insights, thought partnership for you and your management team, coupled with deeply invested execution support.
