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Need more info about:
Value Investments
or
Value Creation Consulting?

Call (210) 828-3722


 

 

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.