By gross revenue criteria, entrepreneurs in the Lower Middle Market (“LMM”) have outgrown the resources relevant to the startup ecosystem but also find that traditional Management Theory (that revolves around Publicly Traded Companies) to be foreign. This can result in entrepreneurs acclimating to an unfamiliar business context while relying on personal intuition, peer networks and historical successes as their guiding principles for business strategy. Velo Advisers has a broad suite of IT, accounting, tax, finance, and advisory services needed to support the personnel, application, and functionality needs of businesses in the Lower Middle Market.
After speaking with thousands of entrepreneurs in the United States representing different growth stages and industries, Velo has observed that, though business goals vary widely, entrepreneurs in the LMM have common barriers to growth. Some of these barriers are described as follows:
We shape the Information Technology infrastructure our clients need to meet today’s security and functionality requirements.
We design, implement, and manage the financial reporting systems that drive business intelligence for our clients.
We plan for the owner goals and operating outcomes represented by our clients in the context of a thorough tax planning relationship.
We aren't just your average specialty consulting firm. Our team works together to serve and innovate within the industries we touch. We collaborate with our clients to make sound, risk-adjusted decisions and challenge the status quo, while providing the highest quality of customer service possible.