Where is your business headed?

Strategic Planning puts you in the driver’s seat with a roadmap defining the direction your company must travel. Prepare for roadblocks, changes, and new opportunities without getting lost, stuck, or wrecked.

Ensures you are ready to exit in 30 days or 30 thirty years.

Because business owners often have most of their net worth tied in their business, exit planning ensures value creation is a present tense verb throughout so maximum value is transferrable upon a
sale.

Do you want to keep growing or is it time to exit? Exit planning ensures you exit on your terms for your personal, financial, and business goals

Let us help you ensure

No personal / family financial hardships
Post‐exit Financial and Values‐based goals are realized
Maximized Sales Price
Minimized Tax Burden
Control instead of being forced by circumstance
Maintain Family Harmony
Maintain Company Culture
Key Employees Stay on Board
No Forced Liquidation of Assets

CUSTOMER FEEDBACK

We bought a company in distress that had lost all credit options with its vendors. While we began to rebuild the company, Marcelo found capital to ensure we had enough cash flow to get to the next level instead of having to pre-pay for inventory and supplies as our client base and orders grew. He has also laid out a capital access plan for us as we hit certain revenue and income milestones to ensure we are successful with our investment.

Private Equity Investor, Miami, FL

My small construction development had run into trouble after a dispute with the general contractor. With foreclosure looming, Marcelo was able to synthesize everything to get the project past the finish line. His high level of communication and professionalism with the lender has bought us some time while we press forward and find a solution to finish the project.

Real Estate Developer, San Gabriel, CA

As an experienced real estate developer, I knew that the retail development I wanted to build was out of favor because of the pandemic. Marcelo ushered in several capital sources to get this project off the ground and we are well on our way to delivering a much-needed product in a community that needs the investment.

Real Estate Developer, Montebello, CA

My credit score and income had taken a beating after a messy divorce. After meeting with Marcelo, he helped me find the courage to move forward on a real estate development project on one of my properties that I had put on hold for years. He found capital that paid attention to the story on the development and not my personal details.

Real Estate Investor, Los Angeles, CA

The team at Shōkunin helped us structure a leveraged buyout of a competitor who was much larger than us. Marcelo put together unique forms of capital to get us the most leverage possible. We were able to close in the middle of the COVID-19 pandemic successfully even after everyone else hit the pause button.

Digital Advertising CEO, Dallas, TX

As the owner of several restaurant brands, Marcelo always made sure to keep us organized as we sought capital for growth, including the unplanned acquisition of a restaurant location that has proven to be one of our most profitable locations. He is my first call for all things related to capital.

Restaurant Management Group, Hollywood, CA

Strategic Planning - Shokunin