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Strategic planning and growth
- Mission, vision, and strategic objectives
- Growth opportunity prioritization
- New market and location expansion
- Pricing and margin optimization
- KPIs and performance metrics
Strategic Advisory · Growth, transactions, and succession
For the decisions that change the trajectory.
HD Growth Partners’ Strategic Advisory helps owners and leadership teams plan growth, prepare for a sale, acquisition, or investment, and pass their business on well. Services include strategic planning, M&A transaction readiness, succession planning, financial modeling and forecasting, and business coaching.
What's included
Everything you need, under one roof.
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M&A transaction readiness
- Quality of earnings preparation
- Financial statement cleanup and normalization
- EBITDA adjustments and add-backs
- Buy-side due diligence support
- Lender and investor packages
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Succession planning
- Passing the business to a successor or family member
- Bringing in an external leader
- Preparing the business for sale
- Execution support along the way
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Modeling, forecasting, and coaching
- Financial models and forecasts
- Scenario planning for big decisions
- Business coaching for owners and leaders
Who we work with
- Ambitious, owner-led businesses
- Multi-location and multi-entity groups
- Restaurant and hospitality operators
- Healthcare service providers
- Nonprofit organizations
- Family-owned and entrepreneur-led businesses
- Private equity-backed companies
How it works
Three steps. No surprises.
- 1
Understand the goal
We start with where you want the business to go and what’s standing in the way.
- 2
Build the plan
We create a plan grounded in financial reality and designed to be implemented, not just presented.
- 3
Execute together
We stay alongside you to track progress, adjust, and see it through.
Common questions
What does getting “ready to transact” involve?
Buyers, sellers, and investors scrutinize everything. We help you get ahead of it: quality of earnings, clean and normalized financials, documented add-backs, working capital analysis, and the data room. Prepared companies transact faster and negotiate from strength.
When should I start succession planning?
Earlier than you think. Whether the business goes to a successor, a family member, an outside hire, or a buyer, the best transitions are planned years in advance. We help you choose the path and handle the execution.
Strategic Advisory
Talk to the advisory team.
The first conversation is free. Tell us where things stand and where you want them to go.