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YOUR FAMILY WEALTH PLAN AND JOSEPH HALE ADVISORS
Joseph Hale Advisors are about supporting your family’s wealth plan from the startup of your company
through organic expansion or competitor acquisition, financing your growth and working capital needs, and
ultimately through your decision to sell the business. We can guide you as you consider strategic and financial
planning for acquisitions, financings, and optimizing or managing profitability.
WHY JOSEPH HALE ADVISORS?
For more than 20 years, Joseph Hale Advisors principals have advised over 150 privately-owned businesses on a wide range of wealth development projects. Our experience covers several industries.
- Fuel and lubricant distribution
- Cardlock and Convenience stores
- Stormwater Management and Erosion Control
- Installed Building Products
- Oilfield services
We provide support to manage and complete the transactions that
will expand and grow the value of privately owned companies. Our
principals have industry background and hands-on operating knowledge
that give Joseph Hale Advisors the experience and expertise to offer
advice and assistance with these projects.
- Acquiring companies or their assets
- Financing working capital, fixed assets, and business acquisitions
- Refinancing, restructuring, or re-negotiating existing financing arrangements
- Optimizing your estate and tax planning for a business transition
and disposal
- Disposing of your company and/or its assets
WORKING WITH JOSEPH HALE ADVISORS
Confidentiality and discretion are the hallmarks of the services provided by Joseph Hale Advisors. Our principals have solved some of the challenges your wealth development plan will encounter along the way. Please contact us to discuss your needs without cost or obligation. If we cannot help, we know who can.
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