How we Work

We enable owners of promising small and mid-sized businesses to make their dreams a reality by offering them a proven process, in-depth experience, and strategic advice to create more value in their businesses.

We understand the pressures facing business owners.
We have assisted many business owners in navigating growth issues and making difficult business and financial decisions. Nothing makes us happier than to see a CEO smile because he or she feels like they made the right call.

We have financial experience.
Perimeter Advisors' principals have backgrounds as investors in the middle market. We know what elements make a company valuable to investors and how to talk with them in a way that will maximize your leverage.

We clarify options.
We know that there is nothing more valuable than clarity. We help our clients evaluate their options, pick the right path to get to the goal, and start moving.

We are objective.
We understand that our clients can sometimes be too close to their businesses to see what needs to be done. We help you see your options from several different angles so they are easier to evaluate. Our goal is to help you move your company forward, whatever direction you choose.

Our Programs

Value Assessment Workshop™
A two-day, one-on-one workshop for business owners that serves as a catalyst for a discussion that entrepreneurs must have to stay on track and achieve their dreams. We provide structured tools to assist you in gaining a deeper understanding of what makes your business tick—and of what may be holding it back. We ask tough questions and share with you how other business owners have successfully faced similar issues. You'll come away with a new perspective on value, clarity around the major decisions you face, and a framework for moving forward.

Performance Insight™
An ongoing program to facilitate performance improvement for entrepreneurial organizations and create value for their owners. We bring our objectivity and experience together with the skills and insights of your entire management team to establish company-wide priority areas, create measurable action plans, and commit to a timeline. Monthly meetings with the team keep the firm on track to achieve its growth and value creation goals. Our process ensures that the team can react quickly to changes in the market, remove roadblocks to progress, hold each other accountable for delivering on the action plan, and see results within the organization.