Our team worked half time on the market research and the outreach for a financial advisory firm in Pennsylvania.

Transition Consulting works with business owners under creditor pressure. It handles business debt resolution, commercial loan workouts, creditor negotiations and financial restructuring, advises on business capital, and supports companies selling into the public sector. The firm is in Exton, Pennsylvania, it is veteran owned and SDVOSB certified, and it counts more than fifty years of combined experience across its leadership and partners.

Its process runs in three stages. Review the financial pressures, the creditor positions and the loan obligations. Build a plan around what protects operations and cash flow. Then support the negotiations that turn the plan into progress. On debt resolution the firm works on a no result, no fee basis.

The brief was to take the firm’s business debt and settlement services to clients outside the United States. One bee worked half time on the account, doing the market research and the outreach together, so the list and the message came out of the same reading of the market.

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