DO YOU NEED QUALIFIED INVESTMENT GUIDANCE?
PROFESSIONALS HELPING PROFESSIONALS
We are not Insurance Agents, CPA's, Lawyers or Stock Brokers
We specialize in analyzing investment proposals, negotiating the deal, implementing the agreement and representing your interests on the Board of Directors
We take on direct C-Suite Management roles at your request
ANALYSIS
Information means leverage. Unfortunately, people invest based on intuition, someone's tip or because a celebrity is investing. We are fee based professionals that analyze the deal based on fundamentals. Our only obligation is to protect your interests. You may be surprised to learn that we recommend against investing in over 60% of the deals that we examine.
DEAL EXECUTION
Now comes the hard part. We perform due diligence, document review and ensure the deal structure reflects what was represented in the agreement. We protect your money and your interests and work through the inevitable hiccups that show up in every deal. We've seen every unexpected development as deals progress and we have the skills to keep your interests whole and the deal on track.
BOARD REPRESENTATION
Are you BOD Material? Do you have the time? If not, we are available to represent you on the Board of Directors or the Advisory Board. We have served on dozens of BODs and Advisory Boards. Our compliance and corporate governance experience ensures the company is being managed ethically and in conjunction with local, state and federal requirements and that your interests are protected.
"...Great Ideas brought clarity to our proposals and Brad served as CEO!"
The Integrated Companies were loosely structured and roles were ambiguous. We performed a reorganization, leaving a smaller group of professionals to serve as the common members to the various investments and companies we operated.
Karl Liviense - Principal
The Integrated Companies
"...Brad instantly recognized a critical error in our funding model..."
By winning VenturePitch SWFL, I assumed our business model was bulletproof. In 10 minutes, Brad caught an error dramatically understating our potential profitability. Brad acted as our CFO and was instrumental in our fund raising.
Roy Clark - CEO
Pray Together
"...Great Ideas sticks to their knitting and doesn't try to be all things to all people "
Brad is one of the smartest businessmen I know. He gets to the core issues of deal analysis and, more importantly, knows how to negotiate and structure a deal that is fair for all parties. His corporate governance skills are without peer.
Dr. Kevin B. Lowe
Professor of Leadersip
University of Sydney
Professor of Leadersip
University of Sydney
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