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Business & Investment Advisory Services

Jason also has a vast history of assessing, managing, restructuring, and selling various types of businesses for Private Equity Firms, Traditional Lenders, and Non-Traditional Lenders. And for those individuals or companies that need C-Suite Level Financial Advisory Services the types of services Mr. Shulick engages in:

  • Business Advisory Services for Entrepreneurs
  • Business Advisory Services on Potential New Investments
  • Business Advisory Services on Existing Investments, Particularly Portfolio Companies
  • Restructuring Analysis for Companies Headed in a Downward Trajectory, in Default or in Violation of Debt Covenants
  • Board Member WorkBusiness Advisory Services for Entrepreneurs
  • Business Advisory Services on Potential New Investments
  • Business Advisory Services on Existing Investments, Particularly Portfolio Companies
  • Restructuring Analysis for Companies Headed in a Downward Trajectory, in Default or in Violation of Debt Covenants
  • Board Member Work

A few of the equity players and lenders of companies from previous engagements who’s interest Jason represented: