Transaction Services:

Transaction Services:

Capabilities:

Focus Point Consulting is capable of working on simple to complex deals and matters.  We have experience on multi-billion dollar transactions, some involving more than 125 advisors. Generally, $40 million to $150 million transactions garner 10 to 30 advisors, requiring expensive coordination and collaboration to mitigate costs.  In either case, at the client’s direction, we are capable to work with all of them or sub-groups to work towards client’s objectives.

Focus Point Consulting brings clients significant breadth of experience across numerous types of transactions, projects and business affairs (see non-exhaustive list below).  Whether the business matter involves revenue activities, expense matters or risk analysis, clients gain insights on appropriate and measured responses and handling of business matters.  We help clients work towards key financial metrics and performance indicators.

We are experts in business ownership matters that may arise, advising entities comprised of numerous levels and layers of affiliated entities, domestic and globally. Ownership of companies and investor preference can turn greatly on tax classification as a C-corporation, S-corporation or partnership, and we are versed in understanding the differences.  We work with owners, Boards and executives and their advisors with efforts to discharge business judgment.

We are familiar with crisis projects and segregating division, business line or product matters, tasked on managing ‘bet the company’ or ‘keep the lights on’ matters.  We can assist in numerous corporate transitions ranging from shake-ups, shut-downs, take-overs and changes of management. We assist clients on acquisitions of public or private companies or a division or certain technologies. 

In addition to transactions, we also work with clients on a variety of private matters, including risk mitigation, productizing, resolution of conflicts of interest, board governance, trust administration, formations, and fiduciary dynamics.

Focus Point Consulting does not engage in any licensed activities. We defer to licensed professionals, such as attorneys, investment bankers, certified public accountants, etc.  


While from time to time, we may assist smaller clients, we encourage those interested in learning more about transactions and business affairs to visit our Learning & Training section of our website.  

Commercialization

We can assist clients on commercializing products, including establishing special purpose entities and bringing together stakeholders to support the commercialization efforts. We have extensive experience with mid-sized and large companies working alongside internal and external stakeholders to develop new technologies and products, expanding new features and partnership with other companies to do the same.  

Often initial success leads to business initiatives to expand product lines and technologies into other fields of use, markets and industries.  Expansion funding for commercialization can create more. Clients have no assurance that new products or technology will be successful/profitable.  New commercializing endeavors expose current business.  We can work with clients and their advisors to commercialize new technologies while mitigating risks to current assets and businesses.

Estate Administation

Focus Point Consulting has extensive experience working with trustees of large estates in business affairs arising from estate administration.

Financing

Focus Point Consulting has extensive experience in negotiating for companies and high net worth individuals and family offices various forms of equity, debt facilities, credit lines, secured and unsecured debt, convertible debt, SAFE agreements, and pledge arrangements.

Investments

Focus Point Consulting has significant experience advising on structuring of equity and debt investments in private offerings involving C-corporations, S-corporations, limited liability companies, partnerships, limited partnerships.  We can advise on complex distribution waterfalls, balancing investor returns and promote or carried interest incentives for managers and executives.

Joint Ventures

Focus Point Consulting is uniquely qualified to advise on using joint venture structures through limited liability companies for various purposes, such as commercialization, real estate development, company acquisition, technology development.

Leveraged-Buyouts Management Buyouts

Focus Point Consulting can consult on acquisitions of private companies through use of debt and private investment, commonly referred to a leveraged buy-out or management buy-out if pursued by existing management.

Liquidation and Dissolutions

Focus Point Consulting can be engaged to manage dissolutions and liquidations of businesses, including working for trustees to assist on business affairs in trust administration.

Mergers and Acquisitions

Focus Point Consulting can work with private companies and their owners to engage in a significant corporate transaction, such as the sale of controlling interest or substantially all of the assets of the business. In this type of transaction, we have extensive experience with buyers that are private equity, family office and strategic. We work alongside collaborators and professionals, such as financial advisors, lawyers, law firms, valuation firms, bankers, investment bankers, real estate professionals and trust companies.

Numerous aspects of these transactions can lead to unexpected results following closing. We can work with owners and management teams to explore various aspects of these transactions to reduce surprises while facilitating advisors.

Private Equity

Focus Point Consulting has extensive experience working with companies that have been sold to or owned by private equity.  Private equity generally follows certain approaches to transaction, and the advisors working on these transactions generally work towards certain transaction structures. We work with clients to identify areas to consider in a sale to Private Equity.

Private Investments

See Investments above.

Recapitalizations

Focus Point Consulting has experience working with companies, owners, investors on various complicated corporate transactions and matters involving changes to the ownership structure, relocations to other states within the United States, and dividing of businesses into one or more corporations through spin-offs or split-offs. We can work with majority owners, minority owners, and certain Board members to be better prepared in responding to these transaction and matters.

Reorganizations

Focus Point Consulting has experience working with companies, owners, investors on various complicated corporate transactions and matters involving changes to the ownership structure, relocations to other states within the United States, and dividing of businesses into one or more corporations through spin-offs or split-offs. We can work with majority owners, minority owners, and certain Board members to be better prepared in responding to these transaction and matters. 

Roll-Ups

Focus Point Consulting can work with clients on execution of roll-up strategies and acquisitions, increasing client capabilities and bench to execute on timely roll-up acquisitions.

Special Purpose Funds

Due to extensive financing and joint venture experience, Focus Point Consulting provides insights to managers and management in pursuing special purpose funding through limited liability companies and limited partnerships. We can provide insights into managing and maintain special purpose funds.

Take Overs

Focus Point Consulting can assist on business takeovers, whether advising on various tactics for exercising shareholder rights, creditor rights or acting in interim role for enterprises or divisions.  Takeovers require swift response often leading to short periods of crucial decision-making leading to long-lasting impacts. Takeovers require trusted business judgement. Focus Point Consulting is a reliable direction or alternative for clients to consider in complex business situations.  Focus Point Consulting can also act as an independent, impartial consultant for appropriate situations, such as unavailable leadership or executives, litigious or deadlock situations or other business crises.

FPC Can Provide Transaction Services and Management Services

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  • 3020 Old Ranch Pkwy, Ste 300
    Seal Beach, CA 90740

FPC does not act as attorneys, financial advisors, brokers, investment advisors, insurance brokers, insurance agents, bankers, finders, investment banker. FPC do not engage in any licensed activities for clients. FPC’s services are not a substitute to any of the professional services provided by these advisors. In particular, FPC does not recommend prices of securities or provide valuations. Clients rely solely on licensed professionals with respect to any licensed professional activities.

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