🌐 Business Valuation, M&A, Exit Planning, and Strategic Financial Advisory
Sullivan Consulting is a boutique financial and strategic advisory firm helping privately held businesses make informed decisions, create value, and successfully navigate important transactions.
With more than 30 years of professional experience and over 250 completed engagements, we advise business owners, executives, attorneys, investors, and financial institutions throughout Puerto Rico, the United States, and Latin America.
Our services combine rigorous financial analysis, practical transaction experience, independent judgment, and personalized senior-level attention.
📊 Business Valuation
Independent and defensible business valuations for:
- Business acquisitions and sales
- Estate and succession planning
- Shareholder and partner matters
- Litigation and dispute resolution
- Tax and regulatory compliance
- Strategic planning
- Financial reporting
- Equity compensation and 409A purposes
Our analysis considers the company’s financial performance, risk profile, industry conditions, market position, growth prospects, and other factors affecting value.
🤝 Mergers and Acquisitions (M&A) Advisory
Practical, independent guidance throughout the purchase, sale, recapitalization, or transfer of a business. Our M&A advisory services may include:
- Transaction readiness
- Financial analysis and valuation
- Buyer or target evaluation
- Deal structuring
- Negotiation support
- Financial due diligence
- Transaction modeling
- Coordination with legal, tax, and financing professionals
We help clients understand the financial implications of a transaction and make decisions aligned with their strategic and personal objectives.
🚀 Exit Planning and Value Acceleration
A successful business transition requires more than finding a buyer.
We help business owners identify value drivers, reduce company-specific risks, improve financial performance, and prepare for a future sale, succession, recapitalization, or ownership transition. Our process may include:
- Business value assessment
- Owner readiness analysis
- Financial and operational review
- Value-driver identification
- Risk-reduction strategies
- Succession planning
- Exit-option evaluation
- Multi-year value-creation planning
The objective is to increase business value while improving the owner’s flexibility and readiness for the future.
⚖️ Financial Due Diligence and Quality of Earnings
Independent financial analysis for buyers, investors, lenders, and business owners evaluating a transaction. Our work includes:
- Quality of earnings analysis
- Adjusted EBITDA assessment
- Revenue and margin analysis
- Working capital review
- Customer and supplier concentration
- Cash-flow analysis
- Identification of unusual or nonrecurring items
- Evaluation of financial risks and opportunities
We help clients understand the company’s underlying financial performance before committing capital or finalizing a transaction.
📈 LItigation and Dispute Support
Financial analysis, valuation, and advisory support for attorneys, companies, shareholders, and individuals involved in commercial disputes. Services may include:
- Business valuation
- Economic damages analysis
- Lost-profits analysis
- Shareholder and partnership disputes
- Contract disputes
- Financial forensic analysis
- Expert reports and advisory support
Our work is designed to provide clear, independent, and supportable financial conclusions.
💼 Financial Planning and Analysis (FP&A)
Forward-looking financial tools and insights to support better business decisions.
Services may include:
- Financial forecasting
- Budget development
- Cash-flow projections
- Scenario and sensitivity analysis
- Profitability analysis
- Performance dashboards
- Capital-investment analysis
- Strategic financial modeling
We translate financial information into actionable recommendations that support growth, profitability, and long-term planning.
🏅 Professional Credentials
- Certified Valuation Analyst (CVA®) by the National Association of Certified Valuators and Analysts (NACVA)
- Certified Merger & Acquisition Advisor (CM&AA®) by the Alliance of Merger & Acquisition Advisors (AM&AA)
- Certified Exit Planning Advisor (CEPA®) by the Exit Planning Institute (EPI)
🏢 Industry Experience
We have advised companies and organizations across a broad range of industries, including:
- Technology
- Healthcare
- Banking, insurance, and financial services
- Hospitality and tourism
- Real estate
- Distribution and logistics
- Retail and consumer products
- Manufacturing
- Professional services
- Advertising and media
- Business-to-business services
- Government and nonprofit organizations
Every business is different. Our analysis is tailored to the company’s industry, size, ownership structure, financial performance, risk profile, and strategic objectives.
💡 Make your Next Business Decision with Confidence
Contact Sullivan Consulting when you need to:
- Determine the value of a company
- Prepare a business for sale
- Evaluate an acquisition
- Conduct financial due diligence
- Develop an ownership-transition strategy
- Resolve a shareholder or commercial dispute
- Improve financial performance
- Create a long-term value-growth plan
Schedule a confidential initial consultation to discuss your business, objectives, and next steps.
📍 Centro Internacional de Mercadeo in Guaynabo, Puerto Rico.
