Advisory & Trust Services
Larson Advisory Group works with companies, investor groups, and boards at the most critical decision points — from strategic assessment through final stakeholder distribution.
When a company is underperforming, running out of capital, facing insolvency, or operating in a market that has changed beyond its original thesis, the people closest to it are often the least equipped to assess it objectively. Larson Advisory Group provides the outside perspective that boards, investors, and management teams need to make clear-headed decisions.
Situations We Address
- Changing market conditions requiring strategic pivot or exit assessment
- Underperformance against board-approved plans or investor expectations
- Insolvency or near-insolvency requiring options analysis
- Capital shortfall with multiple possible resolution paths
- Governance conflicts between management, board, and investors
- Pre-transaction financial and operational diligence support
What You Receive
- Clear-eyed assessment of the company's true financial and operational position
- Defined menu of options with realistic outcome projections for each
- Recommendation on the path that best serves creditors and stockholders
- Ongoing counsel through the execution of the chosen path
When an asset sale or full disposition is the best path forward for creditors and stockholders, execution quality determines outcome. Larson Advisory Group manages the process end-to-end — buyer identification, negotiation, governance remediation, and coordination with legal counsel — so that transactions close on the best available terms.
Services Included
- Asset valuation and sale process strategy
- Buyer identification and process management
- Term negotiation and deal structure review
- Governance issue identification and remediation
- Coordination with legal counsel throughout transaction
- Creditor and stockholder communication management
- Post-closing distribution planning
Who We Work With
- Investor groups managing portfolio company exits
- Boards executing a mandated sale process
- Management teams navigating an acquisition of distressed assets
- Creditors seeking recovery from an insolvent estate
When a company has reached the end of its operating life, the quality of the wind-down determines how much value creditors and stockholders actually receive. Larson Advisory Group administers the full dissolution process — managing remaining assets, resolving outstanding obligations, and distributing proceeds according to the proper priority waterfall.
Administration Services
- Trust formation and governance structure establishment
- Remaining asset inventory, protection, and disposition
- Creditor claim identification, validation, and resolution
- Ongoing compliance and regulatory obligation management
- Employee final obligation management (final pay, benefits)
- Financial reporting through the wind-down period
- Final distribution to creditors and stockholders
Why Administration Quality Matters
- Improper process creates personal liability for directors and officers
- Unresolved obligations delay final distribution — sometimes by years
- Asset recovery is maximized when the process is managed proactively
- Creditor communication managed professionally reduces litigation risk
Who Engages Larson Advisory Group
Investor Groups
Managing a portfolio company that is underperforming, insolvent, or in need of an orderly exit that protects the fund's interests.
Boards of Directors
Fulfilling fiduciary obligations when management options are exhausted and a formal process is required to protect directors and creditors.
CEOs & Executive Teams
Navigating situations where the company's path forward requires external expertise that the existing management team cannot provide.
Legal Counsel
Engaging a financial and operational expert to work alongside legal counsel in complex restructurings, insolvencies, or dissolution proceedings.
The first conversation costs nothing and carries no obligation.
Describe your situation and Kristin will provide an honest assessment of whether Larson Advisory Group is the right fit — and what engagement would look like if it is.