Advisory
Enabling growth.
Deal and investment support across strategy, transactions and integration — for clients in venture capital, family offices and angel investing, and the companies they back.
Strategy
Clarity before commitment.
Direction, market assessment and readiness, set before a process begins.
- 01.1
Corporate strategy
Priorities, options and a practical plan, set against the realities of the business and its market.
- 01.2
Market and opportunity assessment
Market structure, competitive landscape and where value can be created.
- 01.3
Business development
Growth paths, partnerships and market entry evaluated for fit and timing.
- 01.4
Positioning
A clear account of the business, its direction and its advantages for counterparties.
Transactions
Discipline through the process.
Structure, diligence and process management when a transaction is on the table, working alongside counsel and accountants.
- 02.1
Transaction advisory and structuring
Alternatives evaluated against your objectives, with legal and tax input from your own advisers.
- 02.2
Mergers, acquisitions and partnerships
Acquisitions, divestitures, joint ventures and strategic partnerships assessed for fit and value.
- 02.3
Diligence
Diligence organized, prepared for and supported, on either side of a transaction.
- 02.4
Process management
Timelines, workstreams, documentation and data rooms managed to keep the process on track.
- 02.5
Negotiation support
Analysis and preparation for you and your counsel ahead of key discussions.
Deal & investment support
Numbers that support the decision.
Financial planning, modeling and preparation that sit alongside strategy and transactions — for venture capital, family office and angel clients, and the companies they back.
- 03.1
Financial planning & analysis (FP&A)
Planning frameworks, forecasts and operating reviews that give leadership a clear view of performance and outlook.
- 03.2
Financial modeling
Models built to support decisions: scenarios, sensitivity and the logic behind the numbers.
- 03.3
Valuation support
Valuation analysis prepared for internal decisions, board discussions and transactions, coordinated with your outside advisers.
- 03.4
Capital structure and readiness
How much capital a plan requires, when, in what form, and what should be in place before a financing process begins.
- 03.5
Board materials and management presentations
Board packs, management presentations and supporting materials prepared for clarity and consistency.
Integration
Follow-through after closing.
Planning and cadence for the work that begins once a transaction closes.
- 04.1
Post-deal integration
Priorities, ownership and milestones for the first months after closing.
- 04.2
Value creation planning
Initiatives prioritized and tied to clear objectives.
- 04.3
Operating cadence and reporting
Management rhythm and reporting that give leadership a clear line of sight.
- 04.4
Board materials and updates
Board materials and updates prepared with care and consistency.
Advisory work is preparatory and analytical. Perk & Chipper does not raise or place capital, hold client funds, manage assets or provide investment advice. Legal, tax and accounting advice remain with your outside advisers.
Please do not send confidential information until confidentiality terms are agreed in writing.