
FINANCIAL CONSULTING SERVICES FOR THE JOURNEY
AHEAD.
Specializing in business valuation and strategic planning for companies navigating transitions and pursuing growth opportunities.
ABOUT CAIRNSTONE
Cairnstone Equity Solutions, led by Kevin Kennedy, brings two decades of expertise in business valuation, M&A, and strategic planning. With over $40 billion in transaction experience, the firm provides trusted guidance to businesses navigating growth, transitions, and financial complexities. Specializing in companies with annual profitability between $300,000 and $2,000,000, Cairnstone delivers strategic expertise to maximize value and achieve long-term goals. Inspired by the cairn—a symbol of guidance and direction—the firm helps businesses gain clarity and achieve success.
SERVICES
BUSINESS VALUATION
Providing precise and comprehensive valuation services to help businesses understand their worth, support strategic decisions, and prepare for transactions, transitions, or growth opportunities.
STRATEGIC ADVISORY
Delivering actionable financial and operational strategies to support growth, improve performance, and align businesses with their long-term goals. Includes detailed market research and industry analysis to inform decisions and enhance competitive positioning.
M&A ADVISORY
Guiding businesses through the mergers and acquisitions process, from target identification to strategic planning, to maximize value and achieve seamless integration.
EXIT PLANNING
Helping business owners navigate the complexities of transitioning ownership or preparing for a sale with tailored strategies designed to maximize value and ensure smooth transitions.
LITIGATION SUPPORT
Offering expert financial analysis and valuation to support legal cases, including shareholder disputes, economic damages, and business dissolution. Our insights help attorneys and clients navigate complex financial challenges with confidence.
CAPITAL PLANNING
Optimizing debt and equity arrangements to strengthen financial stability, improve liquidity, and position businesses for sustainable growth.
THE CAIRNSTONE APPROACH
At Cairnstone Equity Solutions, our name reflects our purpose. We provide businesses with the clarity, direction, and expertise needed to navigate transitions and achieve strategic growth. With precision and collaboration, we deliver tailored solutions to help you reach your next milestone.
Understanding Your Business
Every successful partnership begins with understanding. We take the time to deeply assess your business, industry, and goals, identifying challenges and opportunities unique to your circumstances. This foundation ensures our strategies align with your vision and operational needs.
Delivering Data-Driven Insights
Strategic decisions require reliable insights. We leverage rigorous valuation methods, advanced financial modeling, and comprehensive market research to deliver actionable recommendations rooted in accuracy. Our solutions are designed to address immediate needs while supporting long-term success.
Crafting Collaborative Solutions
We work closely alongside your leadership team to design strategies that are not only practical but also impactful, actionable, and achievable. By fostering open collaboration and clear communication, we ensure that every plan reflects your unique business dynamics and positions your organization for lasting growth.
Focusing on Results
At Cairnstone, success is defined by impactful outcomes. Whether optimizing value, preparing for a business exit, or driving growth, we focus on delivering tangible, measurable results that align with your strategic objectives and long-term goals.
Providing Trusted Guidance
Our role is to provide clarity, stability, and trusted guidance, helping businesses navigate complex challenges with confidence and purpose. With discretion, expertise, and a deep understanding of your unique needs, we guide you toward achieving your goals while addressing the specific obstacles and opportunities of your journey.
