Transaction and Strategic Advisory
Business advisors who support you through it all
Wherever you see a successful business, you see where someone once made a courageous decision.
Facing Challenges, Opportunities and Goals
A fresh, objective perspective backed by expertise in your specific industry.
We help business owners address the unique challenges facing them and take advantage of new growth opportunities to accomplish their short and long-term goals. The essence of our business advisory services is to provide timely and useful information that leads to real and lasting solutions and help your business rise to the challenges of a complex global economy, leveraging opportunities that increase profitability and the overall value of your business. Our consultants are innovators, troubleshooters and problem solvers ready to help you achieve success.
Transaction and Strategic Advisory Services
- Sell-side and buy-side transactions
- Management and leverage buyouts
- Strategic affiliations and joint ventures
- Business valuations
- Internal succession services
- Business succession planning
- Business strategy and planning
- Benchmarking, performance criteria, and financial metrics
- Financial projections, models, and budgets
- Acquisition and transaction support
- Board effectivenes
What We Do
M&A Advisors
Mergers and acquisitions are often once-in-a-lifetime transactions. A trusted partner with years of experience is key.
Succession Planning
How will you effectively transition your business? Our team can help build your succession plan.
Business Valuation Advisors
Are you buying a business, adding an owner or considering a sale? Let us help determine the value of your business.
Due Diligence + Quality of Earnings
Are you buying or investing in a company and want to ensure the quality of the financial information?
Case Study: Acquisition Support for Pacific Northwest Meat Distributor
A private equity firm was preparing to acquire a leading Pacific Northwest based processor and distributor of meat products. With distribution throughout the US and a niche in hard-to-find meats—such as grain-fed veal, goat, and mutton—the company had carved out a strong reputation with distributors and retailers. Learn how Aldrich Advisors + CPAs helped.
Meet Our Professionals
Managing Director + President of Aldrich Capital
Brian Andreosky, CEPA
Aldrich Capital Advisors LP
Brian Andreosky joined Aldrich in 2019 and became the president of Aldrich Capital in 2025. He is dedicated to helping business owners transition their companies. In this role, he provides exit planning services to help business owners find the right solution to transition and maximize the value of their business. Brian is a member of… Read more Brian Andreosky, CEPA
Brian's Specialization
- Closely-held business and owners
- Business succession planning
- Business planning and analysis
- M&A and capital raise transactions
- Valuation
- CEPA, Certified Exit Planning Advisor
Managing Director
Bill Shaw
Aldrich Capital Advisors LP
Bill Shaw joined Aldrich Capital in 2022, bringing more than 25 years of experience in investment banking transactions and corporate finance advisory services. As Managing Director, he utilizes his experience with a diverse portfolio of clients across a broad range of industries to help business owners in our local markets find the right solution to transition and maximize the… Read more Bill Shaw
Bill's Specialization
- Closely-held businesses and owners
- Business succession planning
- M&A and capital raise transactions
- Valuation
- Business planning and analysis
Business Advisory Insights
Looking for support or have a question?
Contact us to speak with one of our advisors.
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