Tomahawk Creek Group partners with wealth advisors, legal teams, M&A services, and private capital to enhance the value of any client – whether that client is from a referral partner or one of our own.
We understand that collective coordination among these shared experts is vital but that the client remains the touchstone of this strategic effort.
We are all experts in own fields. We understand our role in a collective effort to set the client’s goals at the center so that we all align and integrate with our shared service partners for the betterment of our clients’ endeavors.
Services include:
- Coordinated personal wealth and business growth planning
- Exit performance readiness and optimized value retention
- Value creation through strategic tax and transaction coordination
- Due diligence support and QOE for M&A Advisory and Investment Banking
- Portfolio company leadership
Who we partner with:
- Wealth Advisors looking for comprehensive and integrated wealth and tax coordination and strategies.
- Private Capital or M&A seeking portfolio company leadership, due diligence support, QOE, and exit readiness
- Professional service firms seeking transaction advisory, strategic financial consulting, law firm collaboration
- Business owners preparing for sale, merger, or partner buyout.
Who is this for:
- Wealth advisory firms seeking tax planning, estate coordination, liquidity-event planning, business valuation considerations, cash-flow planning, consolidated reporting.
- Investment Banks/M&A Advisors needing financial cleanup, normalized EBITDA, working-capital analysis, financial modeling, tax structuring, QOE preparation, due-diligence support.
- Private Capital seeking buy-side diligence, QOE, tax diligence, portfolio-company accounting, CFO/controller support, reporting, KPI development, add-on acquisition integration.
- Legal firms needing tax structuring, financial analysis, entity planning, estate/trust accounting, transaction support, forensic/QOE support
A partner to our professional firms
We understand the quality of relationships, and we absolutely know a well-coordinated strategy from a siloed one. If you’re looking for unified commitment from a partner, we want to collaborate with you.