Advisory & Business Services


I. Advisory & Business Services

Stratum supports clients to accelerate growth and achieve significant favorable outcomes.  Our services include the following:


1) Strategic Positioning

Stratum identifies clients’ strategic position within the market as a baseline for strategic planning and business development. This includes an accurate understanding of the organization’s unique offering and value proposition within its sphere of influence.  The planning process defines both current and potential market share and outlines the trajectory for maximum success.

2) Mergers and Acquisitions Consulting/Support

 Stratum provides clients with the expertise they need to successfully execute corporate transactions including mergers, acquisitions, partnerships, joint ventures and other types of alignment. We provide pragmatic advice based on each client’s individual skillsets, capabilities, limitations and goals. This includes input on the current budget, resource requirements and other determinations – as well as proformas and financial projections post-merger.

3) Market Research

To maximize market potential, Stratum can perform a market assessment that includes current market dynamics and projected trends, as well as the competitive landscape. This provides clients with the data they need to assess market size/potential while evaluating current customer alignment and new market/target acquisition.


4) Operational Assessments/Company Due Diligence

To accurately assess an organization’s core strengths and weaknesses while identifying opportunities for improvement, Stratum will gather and analyze key information. This may include meeting with key individuals and reviewing internal documents. The results often include assessment of high-priority financial items such as profitability and debt.  We provide a detailed action plan that will serve as a road map for needed structural improvements focused on key assets and primary resources/staff.


5) Business Valuation

Stratum performs a comprehensive valuation analysis to support transactions.  We can support majority transactions, fractional interest, consolidation support, real estate, fixed assets and litigation support as required. This information can be used to support early capitalization, buy-in/buy-out and mergers/acquisitions.


6) Insurance and Risk Consulting

Stratum coordinates with national partners to help clients mitigate risk, whether they are well established or in the process of creating a new company/product. To ensure clients proactively manage exposure, we facilitate insurance and risk consulting in the following areas: health and welfare, property and casualty, med mal, federal contracts, fringe benefits, hour banking, HR consulting, CBA’s, benchmark studies, compliance audit and compensation studies.


For more information on how Stratum can help you and your company with the increasing challenges of your business, call or email us to schedule an in-depth consultation.


(303) 801-0111  |  Email Us