Breneman Advisors

Breneman Advisors

Financial Services

Traverse City, Michigan 531 followers

Value Delivered Through Strategy & Experience

About us

We focus on Value. Whether it is mapping a path to increase Value or managing a situation to preserve Value, our process is the same. Start with an honest and unbiased assessment of the situation Design a plan around individual needs Outline a plan with deliverables and measures Get busy and deliver Value Our thinking is that all companies follow a life cycle pattern and, depending on where your company is located in that continuum, each stage has different goals and needs. Being able to identify where your company is and what can be impactful is where our experience comes in. Having "been there, done that" type of experience means our solutions are practical. Doing what we say, on time, until everyone is satisfied is paramount to our success and reputation.

Industry
Financial Services
Company size
2-10 employees
Headquarters
Traverse City, Michigan
Type
Privately Held
Founded
2017
Specialties
Business Start Up Advisory , Business Growth Advisory, Business Transition & Exit Advisory, Mature Business Advisory, Business Crisis Advisory, Business Valuation, Valuation Expert, and Merger and Acquisition

Locations

  • Primary

    830 Cottageview Dr

    Suite 102

    Traverse City, Michigan 49684, US

    Get directions
  • 101 W Washington St

    Suite 14

    Marquette, Michigan 49855, US

    Get directions

Employees at Breneman Advisors

Updates

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    531 followers

    Breneman Advisors is excited to introduce Onasis Krstevski to the team! Onasis joins Breneman as a Senior Financial Analyst, having prior experience as a mergers and acquisition analyst, servicing clients in a diverse set of industries. Onasis attended the University of Michigan, where he received his Bachelor of Science in Biopsychology, Cognition, and Neuroscience and Master of Management with an emphasis in Finance. Additionally, Onasis has earned his Series 79 and Series 63 licenses from FINRA. Welcome, Onasis!

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    531 followers

    Deciding to sell your business overnight isn’t the best strategy. It’s crucial to start planning a few years ahead, whether you’re looking toward retirement or another transition. Sitting down with a business advisor to assess your company’s current state and your goals is key. At Breneman Advisors, we focus on business value at the heart of everything we do. When helping with a business transition, our top priority is getting you the maximum value for your business. Discover more today –https://hubs.ly/Q02MZxrv0

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    531 followers

    We’re thrilled to announce that Dr. Patricia Malone, Managing Director and head of our Value Advising practice, recently joined George Sandmann as a special guest on his podcast. In this episode, Dr. Malone and Sandmann explore the concept of of strategic capacity and its importance in business advising. Tune in now wherever you listen to podcasts! https://hubs.ly/Q02MZt7Q0

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    531 followers

    Can you believe it's already July? Being that we are already mid-way through the year, now is a great time to connect with your team and analyze your progress toward your annual goals. If you're not quite where you expected to be by this time, it may be time to consider enlisting the help of a strategic business partner. Breneman Advisors is proud to help many Northern Michigan businesses with their planning initiatives and to drive business value all-the-while. Learn more about our strategic planning services here - https://hubs.ly/Q02F78WG0

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  • View organization page for Breneman Advisors, graphic

    531 followers

    Do you understand the factors that drive business value? It is much more complex than just revenue and can include intangible things such as culture, relationships and more. To gain a true sense of your business' current value, reach out to Breneman Advisors today. Our experienced team of professionals can provide insight into what is driving your current value, and actions to take to improve it. https://hubs.ly/Q02F6Cwz0 #BusinessValuation

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  • View organization page for Breneman Advisors, graphic

    531 followers

    We are excited to announce that Ryan Knue, Brad Repke, and Hayden Maubach have been promoted to Senior Financial Analyst! All three have been an integral part of helping grow the firm and are excited for what's to come. Congratulations, Ryan, Brad, and Hayden! We'd like to give a congratulations to Danielle Blattner on her recent promotion to Controller. Danielle's background as a CPA and former assistant controller will play an important role in her new position. Congratulations, Danielle!

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    531 followers

    Breneman Advisors is proud to introduce the newest member of our team, Jakob Rechlin. Jakob joins Breneman as a Financial Analyst. Jakob attended Wayne State University, where he received a BS in Business Administration, with a major in Finance. Jakob also worked in various Corporate Finance roles across various industries including Manufacturing, Automotive, and Outdoor Apparel & Equipment. Welcome, Jakob!

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