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Back Nine  
Success does not mean the tournament is over.


   Unlike a game of golf, when it comes to the finances of you and your family, success does not mean that the game has ended.  Quite the opposite is true.  The more financial success you and your family acheive, the more you will need to stay on top of your game.  The Beringer Group has helped many successful individuals and families traverse the difficult landscape that success thrusts upon them.  We can help you parlay your current financial success into even greater acheivements.  We invite you to play our back nine and learn how the Beringer Group can give you the winning edge in some of life's most challenging endeavors.

 

FRONT NINE
(business advisory)
1. Keep/Sell/Grow Business Analysis
2.
Liquidity Alternatives 
3.
Business Valuation
4.
Selling Your Business
5.
Recapitalizations
6.
Debt Restructuring
7.
Management Buyouts
8.
Family/Partner Buyouts
9.
Employee Ownership Plans (ESOP)

BACK NINE
(family and investment advisory)

10. Family Office Feasibility Study
11.
Beyond the Family Office
12.
Investment Policy Creation
13.
Portfolio Structure and Diversification Strategies
14.
Multiple Reporting Options
15.
Alternative Investment Search (Public & Private)
16.
Private Equity Access (Direct & LP)
17.
Manager Search
18.
Extensive Due Diligence

CLUBHOUSE
(a place to learn more about us and our field)

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The Beringer Group has specialized in creating, managing and enhancing private wealth since 1979.