BigXFour Advisors
BigXFour Advisors
At C-Level Coach, we are committed to providing exceptional advisory services at the most cost-effective rates on the market. Our team consists of Ex-Big-Four Advisors, bringing years of experience from leading global firms. We offer the same high-level expertise as the Big Four but without the inflated costs, giving you access to premium services at a fraction of the price.
We specialize in helping startups, Venture Capital (VC), and Private Equity (PE) firms create the essential documents you need to scale, raise capital, and close deals. Whether you’re seeking investment, preparing for an acquisition, or simply trying to get your business off the ground, we’re here to support you with expert advice and documentation that sets you up for success at the best value available.
Our Cost-Effective Services may include and more:
Investor Pitch Decks: We design clear, impactful pitch decks to present your business in the best light and capture investor interest, all while keeping your costs down.
Confidential Information Memorandums (CIMs): Our CIMs provide a professional, comprehensive overview of your business to attract potential investors or acquirers, and we create them at a cost-effective price.
Financial Models and Valuations: We build solid financial models and valuations that help you understand your business’s worth and ensure you make smart, informed decisions without breaking the bank.
Due Diligence Checklists: Get organized and prepared with a streamlined due diligence checklist that helps you stay on track, efficiently and affordably.
Term Sheets and LOIs: We draft clear, concise term sheets and letters of intent that help you secure the best terms for your deal cost-effectively and without unnecessary complexity.
M&A and Exit Strategy Documents: From purchase agreements to post-merger integration plans, we handle the documentation needed for successful acquisitions and exits, ensuring the process is smooth and affordable.
Why Choose Us:
Affordable Expertise: You get the same high-quality advisory services you’d expect from a Big Four firm, but at significantly lower rates. We offer premium solutions without the premium price tag.
Tailored, Efficient Services: Our services are designed specifically for startups, VC, and PE firms. We provide exactly what you need, without unnecessary extras, making us the most cost-effective choice for your business.
No Compromise on Quality: While we focus on being affordable, we never compromise on the quality of the work we deliver. With Ex-Big-Four professionals on your team, you can be sure you’re getting the expertise you need without the inflated fees.
At C-Level Coach, we’re focused on providing the most cost-effective solutions on the market, helping you save money while getting the expert support and essential documents you need. Whether you're raising capital, preparing for an acquisition, or scaling your business, we’re here to make sure you get the best value at every stage.
We provide expert guidance to help you succeed, all while staying cost-effective while going global.
Popular Products and Services
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Corporate Presentation
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A corporate presentation is vital for engaging potential partners or investors, helping to effectively communicate your business vision.
Investor Business Plan
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An investor business plan clearly outlines your business’s strategy and financials to attract potential investors.
Financial Modeling
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Financial models help forecast a company’s financial performance, providing insight into future business decisions and attracting investment.
Comprehensive Business Review
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A comprehensive review evaluates your business’s overall health, identifying areas of improvement for long-term growth and profitability.
Confidential Information Memorandum (CIM)
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A CIM is essential for providing potential buyers or investors with a detailed overview of the business, facilitating a smooth transaction process.
Buyers List
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A curated list of qualified buyers ensures that your business is presented to interested and capable acquirers, streamlining the sale process.
Capital Raise
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Raising capital is necessary to fuel business growth, and we help connect companies with funding sources to achieve their objectives.
Feasibility Study
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A feasibility study assesses the viability of a business idea, helping to reduce risks and guide decision-making.
Opinion of Value
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An accurate Opinion of Value helps you understand your business's market worth, aiding in making informed financial decisions.
Services and Documents
Please schedule an appointment.
Financial Model
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A financial model allows businesses to predict future financial outcomes, guiding key strategic decisions.
Investor Business Plan
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An investor business plan presents your company’s potential to investors, increasing the likelihood of securing capital.
Pitch Deck
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A well-crafted pitch deck helps attract investors by succinctly communicating your business’s vision, market opportunity, and financial outlook.
Strategic Business Plan
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A strategic business plan provides a roadmap for achieving long-term goals, aligning the organization’s efforts for success.
Capital Raise
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Raising capital is vital for funding business expansion or operations, and our services help secure the necessary investment.
Debt Financing
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Debt financing offers a way to raise capital without giving up ownership, making it a suitable option for businesses seeking growth or operational funding.
Executive Summary
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An executive summary is a key tool for providing stakeholders with a high-level overview of your business and its strategy.
Immigration Business Plans
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E-2 Visa Business Plan
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A detailed business plan is required to apply for an E-2 Visa, showing the business’s potential for success and its impact on the U.S. economy.
L-1 Visa Business Plan
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The L-1 visa business plan is used to explain the operational and organizational need for an employee transfer between international offices.
EB-2 NIW Visa Business Plan
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This plan demonstrates how the applicant's work aligns with U.S. national interest, essential for the EB-2 NIW visa process.
EB-5 Visa Business Plan
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An EB-5 visa business plan is needed for investors seeking a U.S. green card by investing in a qualifying U.S. business.
E-1 Visa Business Plan
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The E-1 visa business plan is necessary for entrepreneurs engaging in trade between the U.S. and their home country.
O-1 Visa Business Plan
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An O-1 visa business plan is required for individuals with extraordinary ability seeking to work in the U.S.
H-1B Visa Business Plan
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A business plan is necessary to prove that the H-1B applicant’s role aligns with the position and specialty occupation.
EB-1C Visa Business Plan
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An EB-1C visa business plan helps multinational executives or managers demonstrate their qualifications for U.S. residency.
EB-1A Visa Business Plan
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This plan is used to apply for the EB-1A visa, for individuals with extraordinary abilities, providing evidence of their exceptional contributions.
International Entrepreneur Parole (IEP)
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An IEP business plan helps entrepreneurs seeking a U.S. work authorization under the IEP program by detailing their business impact and potential.
