Who We Are

Swiss Avenue Partners Welcomes You!

We are a specialist for mid-market ($5m-$100m)  companies where the owners are considering: Merger, Acquisition, Trade Sale or Succession within the next 5 years.  We have our own Intellectual Property of standardized tools, processes, software and training that is customized into a program for each client.

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What We Do

Building Total Enterprise Value (TEV)

The goal is to increase the profitability and marketability of a company. The Swiss Avenue Partners methodology identifies the detractors to value (there are 29 of them) and, where applicable, the team will work with a client to implement and manage the changes that will maximize the TEV. Our suite of tools will improve Sales, Strategy, Functional Structure and Profitability.

Our Services

Tools and Resources

Financial Forecasting Tools

  • Health Check - a powerful diagnostic tool and planning framework.
  • Forecasting & Projection Tool - browser based model that pinpoints growth and efficiency monthly.
  • Dashboard Dials - graphical indicators that look at financial data in a powerful, easy to read format.

Forecasting Tools

The Swiss Avenue Partner team is very professional and thorough. They listen very well and implement projects efficiently with superb follow up. They truly are good business coaches.
    - Greg Cushard

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Building Business Value

Swiss Avenue Partners is not a consultant...or a coach....We have developed and implemented 13 tools for businesses that have a real, tangible effect.  Just ask our clients or the CPA's, Investment Banks, Attorneys and Wealth Management advisors that refer us.  If you own a small business with more than 10 staff and over $5,000,000 in sales, we can help you make more, keep more and manage more.

The focus is on four categories to improve or develop:

  • Strategic Planning
  • Profitability Modeling
  • Generating Revenue
  • Structure & Responsibility

For each category we have a set of models that provide the framework and methods to achieve the required momentum.