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1-626-316-6363​
SERVICES
Legal
Clients generally have issues that fall into transactional matters or controversy matters. Our professionals bring decades of experience in both areas. We address creation of corporations, buy-sell agreements stock option plans and other matters. We handle financing documents as well as a range of contractual and licensing agreements. Specialty areas, including patents, trademarks and other intellectual property and various anti-competitive matters are handled by associated counsel.
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We counsel clients regarding harassment and discrimination claims and prosecute various contract, business tort and unfair competition claims, usually with associated counsel.
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We bring more than twenty years experience with a very large international law firm for clients that want top quality representation without the top quality price tag.
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Visit our legal website at
Consulting
Strategy and Development
Investors
Building your firm's revenue is as important as any effort. This is a great time to increase revenues!
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We provide services that build revenues both through acquisition and through state-of-the-art internet and traditional marketing solutions.
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You've heard that it takes 3x as much effort to develop a new customer as to service an existing customer. It's true! So why not build your revenue by acquiring a competitor's business. Prices for buyers are at historic lows. Use safe leverage to build your business. Let one of our specialists develop a strategy for you.
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When others cower in the face of tough times, it your time to grow market share. Let's work to develop a targeted marketing plan that makes you top of mind in customers' thinking. Call our specialists now.
Revenues
Expenses
For most of our clients, managing expenses well is the fastest path to enhanced profitability. To maximize what the business owner takes home, we suggest a three step process:
(1) Benchmark the business against others in your line of business;
(2) Develop a ratio analysis to pin-point areas for improvement; and
(3) Implement a strategic effort to assure superior profits through disciplined expense management.
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You will be surprised at how effective this approach is to materially enahce profitability. Call us to see how much you can expect to increase your take home.
For many business owners, their business is their principal asset. When and how this asset is monetized is so very important!
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The size and nature of your business require very different strategies to maximize its value. Careful evaluation of the market and the business are needed to obtain the best results. There are ready markets for business opportunities as well as established businesses, but the buyers and their expectations are different. Some businesses benefit from listing and promotion, others benefit from an auction process. Still others will require traditional investment banking services to get full value. The Bennett Root Group offers all three choices from fully licensed and experienced principals.
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Let us consult with you confidentially to see if your objectives can be fully realized by engaging our professionals. We are proud of our record to date and are happy to provide both a complementary assessment of your prospects and references about our successes for prior clients.
Sales and M&A
Financing requirements obviously attach when businesses are acquired or sold, but additionally many businesses need financing to support growth plans or for other reasons. We specialize in obtaining SBA and traditional financing for established businesses and angel and fund financing for development stage and start-up businesses.
Valuation
Financing
Most business owners under estimate the difficulties associated with the successful sale, transfer or other disposition of their business. In this failing, most end up leaving significant value "on the table." We help fix that problem, bringing full value--monetary and otherwise--to the business owner.
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A bit over half of business owners plan for passing their business in the event of their death. (Surprisingly, few plan for passing the business in the face of disability!) This may be by key person insurance, and a buy-sell agreement or other wise. But most do not plan effectively for their transfer of the business by their own retirement. This costs the business and it erodes the quality of life of the owner. We help remedy this problem.
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Our exit/succession planners can meet with you confidentially, evaluate your planning and recommend strategies that will ease transition and maximize value. Why leave this important task to others? You built the business, you should plan for its future and your legacy. Let us help you in this specialized area.
Managing real estate assets and mortgages is a very specialized responsibility in this economy. Our specialists bring over two decades of real estate and real property financing experience to our clients. Commercial and residential, acquisition, sale, short sale, loan modification, our professionals bring the experience you need for best results.
Cannabis Consulting
Exit Plans
Real Estate
Many business owners can't plan realistically for optimizing their future because they don not have a realistic knowledge of the value of their business. Valuation methods vary widely and a thorough knowledge of your business' value and what factors may drive that value up significantly can enhance an owner's net worth immediately and permit effective planning for maximizing value in the future.
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Most business owner's find that periodic, independent business valuation and an assessment of the basic value producers or drivers is an important part of their planning process.
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At the Bennett Root Group, we value businesses and provide a broker's opinion where appropriate or we oversee a formal appraisal where that is indicated by the business's needs. Call us to see what works best for you.