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How We Work
Value Investments
& Value Creation in Small to Medium-Sized Businesses
Balance Ventures serves its high-net-worth
individual investor clients as their exclusive, "buy-side"
manager of the investments it executes on their behalf.
Think of Balance Ventures as a "value
venture capital firm" providing individualized
attention and service to individual investors.
Balance Ventures is also an executive-level
management consulting firm for small to medium-sized
businesses that need to improve their operations, personnel
and bottom line. Think of Balance Ventures as a "value
creation consultant" for small to medium-sized
businesses.
Value Investments
Balance Ventures serves its high-net-worth individual
investor clients as their exclusive, "buy-side"
manager of the investments it executes on their behalf.
Think of Balance Ventures as a "value
venture capital firm" providing individualized
attention and service to individual investors.
Balance Ventures executes and manages investments in
small to medium-sized businesses. These are direct equity
investments in closely-held, private companies - not
investments in mutual funds, publicly-traded stocks
or other marketable securities.
We constantly speak with bankers, attorneys,
accountants, financial advisors and other professionals
who know business owners who want either to sell their
companies or to raise capital to grow their companies.
Balance Ventures executes and manages investments in
small to medium-sized businesses from start to finish:
from deal sourcing (by networking with professionals,
as described above), to deal structure and negotiation,
to legal document execution, to ongoing monitoring of
existing investments to the ultimate harvest of the
investments.
Value Creation Consulting
Balance Ventures, LLC is also an executive-level management
consulting firm for small to medium-sized businesses
that need to improve their operations, personnel and
bottom line. Think of Balance Ventures as a "value
creation consultant" for small to medium-sized
businesses.
Balance Ventures can help a small to medium-sized business
to:
- Set business strategy and refocus management
of resources and opportunities;
- Change its organizational culture and
operating philosophy;
- Identify needs and hire replacement
personnel at all levels;
- Design and implement incentive compensation
and employee retention plans;
- Design and implement a marketing and
sales program;
- Streamline operational procedures and
train staff on more efficient and effective work habits;
- Setup or restructure accounting and
financial reporting functions;
- Value the business for a buyer or seller;
- Evaluate potential merger or acquisition
opportunities, provide creative deal structures, deal
terms and execution strategies for those transactions,
or
- Raise debt or equity capital to fund
the growth of the business.
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