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Services for the Entrepreneur Investor
At Guardian Investment Management, we feel that high net worth entrepreneur investors are under-served by
advisors that can only offer traditional investment services. Many of these individuals pay fees to investment
banks that could afford them a personal employee, yet the service they receive is marginal. At Guardian, we
offer entrepreneur investors financial planning and investment management services, as well as the
opportunity to develop their own ideas.
Due Diligence Consulting
We can assist entrepreneurs in the due diligence process of investigating new business opportunities. The
due diligence process is an integral part of the evaluation of private investment opportunities. We can assist
with:
Valuation Analysis
General Analysis
Financial Analysis
Financial Preparation
Assistance with
The main goal of this process is to develop information that allows one to make a reasonable estimate of the
viability and future profitability of a business. An informed decision, based on complete and accurate
information, is an entrepreneur’s best protection against business loss. For more information contact us
Foundation Services
Guardian Investment Management realizes that our clients may feel the need to give back to the community
and that deciding how to distribute large amounts of capital can be difficult. We are able to put the benefits of
establishing a private foundation within reach for many of our clients while reducing the time, cost and
complexity usually associated with the set-up process.
Our clients will enjoy the maximum benefits of philanthropy:
At Guardian Investment Management, we feel that high net worth entrepreneur investors are under-served by
advisors that can only offer traditional investment services. Many of these individuals pay fees to investment
banks that could afford them a personal employee, yet the service they receive is marginal. At Guardian, we
offer entrepreneur investors financial planning and investment management services, as well as the
opportunity to develop their own ideas.
Due Diligence Consulting
We can assist entrepreneurs in the due diligence process of investigating new business opportunities. The
due diligence process is an integral part of the evaluation of private investment opportunities. We can assist
with:
Valuation Analysis
- Asset valuation (A/R, property, plant and equipment, intangibles, inventory)
- Discounted cash flow valuation
- Valuation of synergies
- Relative/multiple valuation
General Analysis
- Competitor analysis
- Customer analysis
- In-depth market research and industry analysis
- SWOT analysis
- Reputation analysis
- A/R analysis
- Contract analysis
- Facility analysis (capacity & concerns)
- Management Review
- Efficiency review
- Labor analysis
- Litigation review
- Insurance analysis
- Supplier analysis
Financial Analysis
- Investment worth calculations ARR, NPV, IRR, cost/benefit ratios, and payback period analysis
- Risk analysis
- Cost volume profit analysis
- Break even analysis
- Process cost analysis
- WACC analysis
- Short and long term liability analysis
Financial Preparation
- Forecasting
- Budgeting
- Pro forma financial statements
Assistance with
- Acquisition target searches
- Compliance & regulatory requirements
- Business plan development
- Collection of corporate documents of the company and subs.
The main goal of this process is to develop information that allows one to make a reasonable estimate of the
viability and future profitability of a business. An informed decision, based on complete and accurate
information, is an entrepreneur’s best protection against business loss. For more information contact us
Foundation Services
Guardian Investment Management realizes that our clients may feel the need to give back to the community
and that deciding how to distribute large amounts of capital can be difficult. We are able to put the benefits of
establishing a private foundation within reach for many of our clients while reducing the time, cost and
complexity usually associated with the set-up process.
Our clients will enjoy the maximum benefits of philanthropy:
- Involvement of family members in charitable and philanthropic activities
- Establishing a legacy that perpetuates the family name
- An immediate tax deduction, regardless of when grants are made
- Greater flexibility for donated assets, such as restricted stocks
- Full control, through their Financial Advisor, over management of assets
- Better organization of giving, one annual tax receipt
