Consulting & Transaction Advisory Services

Consulting & Transaction Advisory Services

Hart Vida & Partners works directly with boards of directors, owners and management to provide guidance and advice in developing strategies and plans to drive growth, improve profitability, raise capital, and execute transactions.


Management Consulting

We provide guidance and hands on support in developing business plans, growing revenue, making organizational changes, and achieving operational excellence.

Our philosophy centers on cash flow as the most critical financial metric for growth oriented businesses. We developed FlowFirst, which is a structured approach that links cash flow management to operational management.

Typical consulting engagements include restructuring or change management projects, acquisition integration, and interim leadership during executive search.


It’s All About Cash – FlowFirst®

FlowFirst® helps business owners and management connect operational processes to cash flow management.

We identify three critical business process flows – SalesFlow, OperationalFlow and FinancialFlow and translate them into operating processes • SalesFlow is defined as Opportunity to Contract • OperationalFlow is defined as Contract to Delivery • FinancialFlow is defined as Contract to Cash

We work with clients to help define and implement these three processes to reduce the time it takes to convert sales opportunities into cash in the bank.


Transaction Advisory

We draw upon our decades of financial operating experience and leverage our expansive network of subject matter experts to assist clients to prepare companies for sale, recapitalization or fund raising.

We work with clients to develop transaction strategies – both buy side and sell side – and then assist in executing those transactions by providing expert support from covering structure, due diligence and post transaction integration.

We work with business owners to develop short, medium and long term exit strategies including selling to a strategic buyer, bringing in private equity recapitulation, or extracting cash through a leveraged buyout or ESOP. Our goal is to help business owners maximize valuation and achieve their financial objectives.

Read more on how Hart Vida & Partners' work with boards of directors, owners and management to provide guidance and advice in developing strategies and plans to drive growth, improve profitability, raise capital, and execute transactions.

  • Westchester Office:
    Hart Vida & Partners
    400 Columbus Avenue
    Suite 170E
    Valhalla, NY 10595

    Fax: 914-666-2549

    New York City Office:
    295 Madison Avenue
    3rd Floor
    New York, NY 10017

    Connecticut Office:
    4 Landmark Square
    Stamford, CT 06901
  • 914.617.7620

  • info@hvandpartners.com

  • www.hvandpartners.com