How We Help Business Owners
Help from seasoned professionals.
Proven Results
Strategic Advisory for Founder-Owned & Family Businesses
We help owners stabilize, grow, and plan successful transitions — with experienced, senior-level guidance tailored to your unique challenge.
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Led by senior advisors with hands-on experience supporting founder-owned and family businesses.
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We are located in Southern California.
Financial Turnaround & Stability
When performance slips or pressure builds, we help owners regain control of cash flow, operations, and decision-making.
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Cash flow analysis and restructuring
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Cost rationalization
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Creditor, lender and vendor negotiations
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Short-term stabilization planning
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Owner decision support during uncertainty
Sell-Side & M&A Advisory
We help owners prepare for and execute business sales with a focus on value, timing, and post-transaction outcomes.
Often the first step is to review your financial statements and balance sheets. Are they correct and accurate?
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Our advisory focus is on preparation first, execution second—ensuring owners enter a transaction from a position of strength.
Who We Are
Per4formance is a boutique advisory firm focused on founder-owned and family businesses. We provide senior-level guidance based on experience, discretion, and practical decision support in high-stakes moments.
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Our work is grounded in long-term thinking, accountability, and respect for the businesses and families we serve.
Who We Work With
Per4formance works primarily with:
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Founder-led and family-owned businesses
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Owners directly involved in daily operations
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Companies facing transition, growth, or financial pressure
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Owners considering partial or full exits
We are selective in our engagements to ensure focus, confidentiality, and senior-level attention.
International Sourcing & Strategy
We advise on global sourcing decisions that balance cost, reliability, and long-term resilience.
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Overseas manufacturing and sourcing strategy
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Supplier diversification
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Risk assessment and mitigation
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Partner evaluation
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Cost vs. continuity trade-offs
Our Advisory Approach
We are not a traditional consulting firm. We work directly with owners, providing clear guidance grounded in experience rather than theory.
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Our role is to help owners think clearly at moments when decisions carry long-term consequences — financially, professionally, and personally.
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Every engagement is confidential, practical, and led at the senior level.