Our Service - Our Value

We serve as your Strategic Advisor by collaboratively developing the strategy you need in order to realize your vision on Business Aviation projects.


Each project is individualized to the wants and needs of each relationship and builds upon the strengths of your team and our experiences. We look forward to creating a collaborative partnership with you and your team.


How We Support the Needs of Business Aviation Companies


For business aviation focused companies, we provide you and your team with the analytical bandwidth and industry connections to identify, develop, and implement strategies to support your growth and accelerate value creation.

 
We incorporate our wide ranging and expansive experiences and business connections that involve overseeing the financial operations of a multi-million dollar revenue unit for a multinational company; large scale budget development; due diligence of new markets and evaluation of existing market returns; business valuation; portfolio management; collaboration with multiple stakeholders; and investor reporting to develop that path towards realizing the returns that you need. We recognize that each request is unique, but we build upon our strengths of working with diverse teams to deliver the result you need to achieve your customized goals. 


Examples of projects include:


  • Recapitalizing an aviation focused business and positioning it for sale
  • Developing a strategy for the sale of business assets - both tangible and intangible - as well as new business lines and products
  • Evaluating a new revenue stream and products for an existing business
  • Identifying services that can save your business time and expenses
  • Obtaining financing from alternative and traditional lenders 
  • Conducting the due diligence and creating risk assessment protocols to ensure clarity in growth and development of long term partnerships  


How We Support the Needs of Individual Investors and Family Offices

How We Support the needs of Individual Investors and Family Offices

For those who own business aircraft or who work with the users of business aviation, we provide you with clarity and transparency by building a cohesive team that builds upon the specialization of its experienced members that collaborate on legal, brokerage, insurance, appraisal, financiers, management companies, and tax advice that you need to make the correct decision for you. 


  • We communicate amongst multiple parties that move your acquisition forward on its needed timeline.
  • We support you through the credit presentation; development of the term sheet; review of the legal documentation from a financing perspective to ensure your needs are met; and legal negotiations for the aircraft financing and other asset categories (art, yacht, winery/vineyard); and closing process.
  • We remain with you through the lifecycle of your investment and identify opportunities to maximize your return as your requirements evolve.
  • We support investors and their teams in conducting the due diligence to select early stage aviation industry service ventures.

For those who own business aircraft or who work with the users of business aviation, we provide you with clarity and transparency by building a cohesive team that builds upon the specialization of its experienced members (legal, brokerage, insurance, appraisal, financiers, management companies, and tax advisors.)


  • We communicate amongst multiple parties that move your acquisition forward on its needed timeline.
  • We support you through the credit presentation; development of the term sheet; review of the legal documentation from a financing perspective to ensure your needs are met; and legal negotiations for the aircraft financing and other asset categories (art, yacht, winery/vineyard); and closing process.
  • We remain with you through the lifecycle of your investment and identify opportunities to maximize your return as your requirements evolve.
  • We support investors and their teams in conducting the due diligence to select early stage aviation industry service ventures.


How Our Clients View Our Journey Together

"If you want to go fast, go alone.  If you want to go far, go together." - African Proverb


2023 Award Recipient for The Business Concept - Aviation and Aerospace - nominated by peers for exceptional service


Shelley is a consummate professional. She is both extremely knowledgeable and well-connected to honorable, top-notch experts in every aspect of aviation. Her services make the aircraft acquisition process dramatically easier, and you get all this at a great price.


First time aircraft owner who made a complex, international acquisition



In the complicated world of aviation finance that seems to take long and require more information that what we expected, she was great.  She responded quickly, listened to our needs, and asked thoughtful questions that made us understand that she values what our organization is doing and that she wanted to support us.


First time aircraft buyers


I'd be paddling circles in the ocean without [her and the team assembled].  She found the right financing solution for our project, brought in resources that saved us six figures, and changed the way we conduct due diligence that is benefiting the industry.  We never knew we needed this.


Start up Private Equity Firm 




Because she understands what we want to do and how business aviation operations work, she saved us from making a seven-figure mistake and steered us towards a better solution that is enabling us to achieve our vision.


Single family office team