Financial Advisory

Focused. Responsive.

Willow Tree has the breadth and depth of experience to assist companies in making informed decisions when it really counts.  We have advised companies in connection with acquisitions and expansions as well as divestitures and spin-offs – very often in situations where expectations and scrutiny are high and deadlines are tight.  Areas where Willow Tree can assist include:

  • Business plan development
  • Cash flow forecasting
  • Working capital management
  • Profitability analysis (e.g., ROI by product, channel, customer)
  • Cost structure assessment
  • Capital budgeting and R&D investment evaluation
  • Market research and analysis
  • Competitive research and analysis
  • Financial modeling
  • Expert testimony


Be it a one-time project or a long-term process improvement, our professionals possess the technical and practical skills imperative to address our clients’ needs.