Consulting

Reach the Next Growth Milestone

Senior-level guidance. Significant business expertise. Success across different businesses and industries. All of these strengths are critical to business owners who want to rejuvenate progress and enhance business value:

  • Senior-level guidance. Gain a fresh perspective and learn how to create new opportunities by tapping into Platinum’s extensive turnaround expertise in operations, finance and strategic implementation. The firm is known for helping leaders to restore fundamental value — then leave clients with the skills to continue driving progress with confidence.
  • Significant business expertise. Platinum offers core business knowledge to lead companies through many different transitions, such as optimizing operations, achieving higher margins and improving sales. The firm has strong relationships with trusted advisors — bankers, attorneys and accountants — to help pave the way to the next growth milestone. Platinum's monthly Transition Forum provides a peer-to-peer community for owners and leaders to share their experiences, issues and ideas.
  • Success across different businesses and industries. Clients say that Platinum has been “around the block” and possesses the “ability to adapt to different businesses.” This means knowing what all successful businesses have in common and how to steer companies through transition. Check out the case studies section for more specific evidence.

Consulting Expertise

When you invite Platinum Group into your company, whether on a short-term basis or on a project basis, you can be sure you are receiving the highest level of expertise to keep your company moving forward. Below are a few resources which demonstrate this consulting expertise.

Growth

Operations

Performance / Financial Management

Announcements

Events

The Transition Resource Group invites company owners, partners and families in business to learn from a live transition story.

Real Story #4:
Acquisition Risk, Reward & Results

Join us to hear how Ken Peterka’s small software company (Captovation) was acquired by Oracle,
a Fortune 200 company. Participate in open dialog among all participants. Trusted advisors are
welcome accompanied by a client or prospect. Please come to learn about the following challenges
from Ken’s point of view:

  • Building critical business partnerships
  • Complications of valuation & ownership restructuring
  • Financial, legal and intellectual property issues
  • Negotiations and his due diligence team
  • Moving into the unknown future

Transition Resource Group

Who we are: A select group of professionals who have experience with business owners seeking to transition their business.
What we do: Provide a coordinated set of advisory services bringing specialized expertise to company owners that may be needed at some phase of a transition.
How we operate: Some of our services will apply to your situation, others may not. We consult and advise according to your needs. If we see the need, a TR G member will suggest others who may be a good fit for you. It’s always your decision.

The Transition Breakfast Series is hosted by Olympic Hills Golf Club. The event begins at 7:30 a.m.

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