MaximForte
You worked hard and sacrificed a lot to build your business. Now let's work with a Certified Exit Planning Advisor (CEPA®) who can help accelerate the value of your business through prudent strategy and meticulous execution. MaximForte has advised 30+ business owners over the last 7 years to realize $650m in value.
Value Acceleration
Value Acceleration is exit planning in action, focused on building transferable value today. It begins with assessing the business’s current worth, implementing proven strategies in focused 90-day sprints, and asking a critical question: Is it time to grow or exit?
Capital Advisory
We provide the knowledge and guidance that helps decision-makers raise, deploy, monitor and manage capital more effectively. With superior expertise, we help companies navigate among options to select and implement the capital strategies most appropriate to their needs.
Craft the Equity Story
Set the market and competitive context, draw clear links between the work done against the value creation plan and the results of the past few years, and show proof that the next wave of growth is real.
Optimize the Approach
Whether it's an IPO, SPAC, strategic merger, sale to new owners, or a management-led leveraged buyout, we'll help you assess the trends, timing, and market conditions most relevant to an exit.
Pre-qualify Buyers
Develop the competitive and financial analysis required in a prospectus for a public or private listing, and identify potential acquirers, anticipate their needs, and determine how best to address them.
New York
(201) 241-4826
MaximForte LLC offers securities through Finalis Securities LLC; Office of Supervisory Jurisdiction is located at 450 Lexington Ave, New York, NY 10017, 800-962-0418.
Securities are offered through Finalis Securities LLC Member FINRA / SIPC. MaximForte LLC is not a registered broker-dealer, and Finalis Securities LLC and MaximForte LLC are separate, unaffiliated entities. Finalis Securities LLC, Office of Supervisory Jurisdiction is located at 450 Lexington Ave, New York, NY 10017, 800-962-0418.
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www.maximforte.com (the MaximForte LLC Website") is a website operated by MaximForte LLC. This website is for informational purposes only, is not an offer, solicitation, recommendation, or commitment for any transaction or to buy or sell any security or other financial product, and is not intended as investment advice or as a confirmation of any transaction. Products and services on this website may not be available for residents of certain jurisdictions. Please consult with a Finalis Securities’ registered representative regarding the product or service in question for further information. Investments involve risk and are not guaranteed to appreciate. Any market price, indicative value, estimate, view, opinion, data, or other information herein is not warranted as to completeness or accuracy, is subject to change without notice, and MaximForte LLC along with Finalis Securities LLC accepts no liability for its use or to update it or keep it current.
Investing in private placements involves a high degree of risk. These investments may be illiquid, speculative, and subject to substantial restrictions on transferability. Investors may lose all or part of their investment and should only invest capital they can afford to lose. Prospective investors should conduct their own due diligence and consult with their legal, tax, and financial advisors prior to making any investment decision. For your reference, Finalis’ Form CRS describes the services that we provide, how we are compensated, and other important information about Finalis Securities LLC.