Douglas Axon - CCB Financial Corp

CBIZ, Inc. offers top-tier financial, benefits, and insurance services to organizations and individuals, blending national-caliber expertise with personalized local service. The company's focus on delivering high-quality solutions tailored to clients of all sizes sets them apart in the industry. Generated from their website's infomation

Established in 1964, Sunset Financial Services provides financial and investment advice services to insurance professionals, stockbrokers, financial planners, estate-planning specialists and plan specialists. Located in Kansas City, Mo., the firm offers solution-based services in various areas, including accumulation, preservation and distribution. It provides a wide variety of investment solutions, including mutual funds, unit investment trusts, estate and retirement planning and college savings programs. The firm offers various accounts, such as separately managed, business retirement, institutional and individual retirement accounts. Its advisory solutions include asset management programs, portfolio rebalancing, investor risk profiling, ongoing portfolio management and personal financial plans. The firm provides access to a full-line of brokerage solutions, including mortgage-backed securities, corporate and municipal bonds, and custodial and margin accounts.

Formation Strategies provides transaction advisory and management services to the healthcare industry. Every transaction is different, but all require specialized skills and experience to bring them from conception to successful implementation. We assist our clients in clarifying deal objectives, identifying the zone of potential agreement, performing due diligence, and negotiating terms. We manage the deal through start-up and can provide selected support services during the early stages of operations. Start-ups, mergers, and acquisitions fail for a multitude of reasons. They succeed when the parties have strong agreement on goals and expectations and a commitment to making the deal work. However, that alone is not enough. Attention must be paid to the post-transaction details of infrastructure, governance, operations, financing, technology, and marketing. Our value propositions are reducing the time period from conception to close and reducing the risk of failure by ensuring all aspects of a successful implementation are considered and handled on a timely basis. We bring years of healthcare transaction and management experience and a comprehensive and integrated approach to project management. Whether you are just considering your next deal or are becoming frustrated with the pace of your current negotiations, call us for a free consultation.