Services

PERSONALIZED SOLUTIONS FOR UNIQUE PARTNERS

Our boutique structure offers personalized solutions in a market crowded with branded aggregators. We have developed and refined a process that engages all legacy options regarding continuity, contingency, succession, and mergers and acquisitions – creating an ecosystem that connects people, process, and technology. By providing a blueprint for your future success, we allow you to create your legacy on your terms and give you control over what matters most.

Cache River has access to a successful business platform – Sowell Management. Our partners enjoy superior financing, transition flexibility and emeritus options – giving you control over what matters most for your succession.

CONTINGENCY PLANS

The unforeseen is just that. Unplanned and unexpected. Being prepared with a back-up plan to protect your business may seem like good common sense, but where do you begin? Cache River is skilled in helping with risk management for an exceptional risk that, though unlikely, would have catastrophic consequences.

GROWING YOUR BUSINESS

The synergy between Sowell Management and Cache River Investments works effectively to enhance the market valuation of your firm by utilizing Sowell Management’s outsourced operational services, asset management, compliance, marketing and financial planning. These efficiencies allow your clients to have a stronger experience while also helping grow your assets organically with less risk.

SUCCESSION PLANNING

You’ve spent a lifetime building your business, but what’s your process to retire and who takes over from you? Succession planning is a process of identifying and developing new leaders or identifying potential buyout strategies to keep your business strong and prosperous.

BUY-SELL AGREEMENTS

As you develop your Succession Plan, a clear and beneficial buy–sell agreement, (also known as a buyout agreement), is paramount. This legally binding agreement between business co-owners governs the situation if a co-owner dies or is otherwise forced to leave the business or chooses to leave the business.

MERGERS AND ACQUISITIONS

As you think about your next phase in life, many businesses need advice from seasoned mergers and acquisition professionals. You would be hard pressed to find a more experienced team than Cache River Advisors.

ACQUISITION PARTNERS

Right from the start, Cache River will talk with you about acquisition support, whether it be financing for an acquisition or another M&A plan.