Advisory Services
Our Advisory Approach
TRG does not offer generic consulting. We step into situations where complexity has outpaced internal resources or where independent, experienced perspective is required. Our advisory services combine financial analysis, operational evaluation, and industry-specific insight to help stakeholders understand risk, assess options, and take appropriate action.
Owners & Entrepreneurs
We work closely with business owners and leadership teams to strengthen readiness, improve performance visibility, and prepare for strategic transitions.
Engagements may include:
• Preparing companies for sale or recapitalization
• Operational and financial readiness assessments
• Strategic planning and organizational redesign
• Guidance through periods of accelerated growth or change
Our role is to help you understand your business as external stakeholders see it, and to address issues before they become obstacles.
Financial Institutions & Lenders
We provide independent advisory support to banks and financial institutions evaluating subscriber-based businesses within the security, fire, life-safety, and PERS industries.
Services include:
• Pre-loan operational and financial evaluations
• Annual reviews of borrower performance
• Monitoring of operational, financial, and subscriber metrics
Our work supports informed lending decisions and ongoing oversight throughout the life of the relationship.
Interim Support
When stability, leadership, or structure is needed, we can step in directly to support organizations during periods of transition.
Interim support includes:
• Interim CFO or COO roles for security, monitoring, and PERS companies
• Leadership support during ownership changes or restructuring
• Stabilization and operational realignment
We provide experienced leadership focused on restoring clarity, discipline, and forward momentum.
Let’s Talk Through What’s Ahead
If your organization is facing a transition, evaluation, or period of increased complexity, TRG Associates is available for a confidential discussion.