Consulting Services

Helping Leaders Build and
Realize Business Value

Leverage the experience of our experts to help you build value, transition ownership, and navigate major transitions in your business. We have seen how leaders build value and how it can be destroyed. We have seen what it takes for ownership transitions to succeed and what makes them fail.

Let us put that insight to work for you.

Our Selection of Consulting Services

Family Business Services

Family businesses are different. We know because we are one. Founded by Rick Adamy in 1979, and now led by his son Nick Adamy, we have been through our own ownership and leadership transition.

We have helped hundreds of other family businesses navigate ownership transitions, family business disputes, management incentive plans, and strategic growth plans. We partner with your other advisors to bring a financial and strategic perspective along with empathy and pragmatic solutions.

M&A Consulting

Adamy consultants provide expert advice throughout the entire transaction process. We help clients analyze strategic acquisition or merger opportunities and assess the financial health of potential partners.

Our expertise in valuation helps ensure our clients get the right deal with the right structure to optimize after-tax value and minimize risk. Adamy’s insight into market trends and financial forecasting can help clients navigate complex negotiations and achieve successful M&A outcomes.

Ownership & Succession Planning

Adamy’s experts play a crucial role in ownership and succession planning by providing strategic guidance to business leaders and owners.

We help clients navigate complex financial landscapes, assess current ownership structures, and plan for future transitions based on decades of experience. Our consultants offer expertise in and structuring agreements to ensure smooth transitions of ownership.

Our insights ensure that businesses can sustain continuity and manage risks associated with leadership changes, preserving long-term value and financial stability.

Building Lasting Value

In our valuation work with thousands of companies, we have seen patterns that recur among the truly great companies that build lasting value. Let us help you instill those best practices in your organization.

EOS Company Services

Does your company run on EOS? Ours does. By speaking the same language and having walked in your shoes, we can leverage our valuation expertise to help align your EOS strategy to build lasting value.

What Can Adamy Do For Your Business?