Start, build, grow, exit. Every business is somewhere on the journey and needs some help from time to time. Whether you are trying to ramp up sales, create new growth initiatives, build better operational processes, explore funding options or search for quality tuck-in acquisitions, we can help. FIRST, we listen to our clients....then, we talk. Our approach with each client is to build a long-term relationship. We listen to our clients' needs, challenge their assumptions, recommend the most suitable alternatives, and remain relentlessly focused on serving each client's interest.
Startup Mentoring Services
Through our engagement with Launch NY (www.launchny.org) we identify, support and mentor high-growth, high-impact companies and help catalyze the entrepreneurial culture to drive job and wealth creation in Upstate New York.
Sell-SIDE ADVISORY SERVICES
Our sell-side advisory services start with an analysis of your business and the results are reported back to you so that you can weigh the options and select the scenario that works best for your exit strategy. Some of the potential options include: go to market now, delay for a short period of time to make quick fixes, or join our business enhancement program which will enable you to build value in your business over the next 2-3 years. Let’s face it, not every company is "buyer ready" today. In fact, for many of you the hard questions we ask during the evaluation phase will likely reveal some areas that you need to improve on to enhance your company's value & marketability. Once your company is ready to be listed, we will run a confidential marketing campaign to attract highly qualified and vetted buyers to bid on your company.
Buy-side Advisory Services
Our buy-side advisory services are helping small businesses & corporate M&A departments source highly qualified investment and buyout opportunities. By growing through acquisition, your company can expand its product and service offerings, quickly increase market share and improve financial metrics by leveraging synergies.
Steve Nicosia, President and CEO, founded Zen Advisory Partners in 2015. Previously, Steve was an angel investor and advisor to several startup companies. From 2004 to 2014, Steve served as a General Manager at Emphasys Software where he helped grow the treasury management division through acquisitions and organic growth initiatives. Prior, Steve was part owner of Application Oriented Designs, Inc (AOD), where he held several roles including planning and executing the exit strategy for this privately held software company. Steve received a BA in Management with a concentration in MIS from St. John Fisher College and he received his CPA from the State of Delaware.