SERVICES

As a truly global advisory firm, we help clients from around the world understand money, investments and make financial decisions. We assist in preparing business plans, grant applications and program implementation. The cornerstone of every client engagement is the idea that independent research enables informed decision making. Put simply, we provide the objective information you need to view difficult decisions in a clear light. As a socially responsible firm, the insights and information we provide carefully factor your values in addition to your goals.

Asset Management
In a world where over half of all available investment options are outside the United States, it pays to understand the global market place. With a truly global approach to investing, Premier builds wealth through providing independent research and custom client portfolios.

As a multidisciplinary firm we offer everything from actively managed portfolios and equity reports to independent assessment of mutual funds and other investment products. A sampling of our service offerings includes:

• Global Investment Advising
• Custom Portfolio Development
• Actively Managed Personal Accounts
• Economic Analysis, Market Research and Equity Reporting
• Pension, Endowment & Capital Reserve Management

Capital Development
Facilitating capital development in the United States, Asia and Africa, we offer investors and entrepreneurs the ability to benefit from robust partnerships and prosperous businesses engagements. Our emphasis on sustainable development, community engagement, and fair labor standards ensures that local communities benefit from building global partnerships. We take pride in matching our client’s financial needs with our investor values. The resulting relationships offer great returns both financially and socially.

Business & Investment Planning
We believe sound business endeavors begin with a solid business or investment plan. We help clients articulate their vision and provide the critical examination many entrepreneurs lack when evaluating projects close to their hearts. Our experience and analytical insights help clients objectively assess their business goals. Our comprehensive plans provide financiers the detail they need to invest in your dreams.

• We have developed business plans for start-ups, commercial loans, the SBA, and private equity offerings
• Our planning work extends to the entire US (including clients located in California, Las Vegas, Virginia, Maryland, Ohio, Wisconsin, and Illinois), the United Kingdom and mainland China
• Our business plans are accepted by dozens of banks around the country
• We have written proposals for projects ranging between $500k-$30m
• Our detailed Pro Forma financial statements are strengthened by our proprietary research methods and client experience

Grant Writing & Fund Development
Helping organizations acquire financing means understanding the different forms of financing available to organizations. Both for profit and not-for-profit businesses are often eligible for a wide variety of government grants, incentives, and special loan packages. Our experts help identify your needs and work to develop comprehensive financing proposals.

• Our consultants have secured over $30m in US Government grants
• We have experience writing Federal, State, County and Municipal grants
• Our consultants have worked with Health Care, Manufacturing, Cultural, Civic, Athletic and Religious organizations
• Our grants are often cited as “innovative” and “refreshing” offering new approaches to challenges facing organizations

Commercial Financing
Our consulting team has assisted dozens of businesses in United States, China, and Africa in acquiring the financing they need to grow their businesses. The scope of our client engagements spans the manufacturing, distribution, retail, technology, and food service industries. We specialize in preparing traditional lending packages, joint venture agreements, and private investment offering.

• Our investment and financing experience includes projects ranging between $1-$20million
• We have facilitated joint ventures between $5-$15 million in capitalization.
• Our team assisted a Wisconsin print and graphic design company reduce overhead through a collaborative partnership with a Chinese firm.
• We have aided Chinese manufacturers in locating and partnering with US distribution agencies.
• Our relationships with over seven regional banks, including two of the largest banks in the United States allow us to provide numerous commercial financing channels to both US and international companies.
• Our leasing contacts can provide assistance with commercial or manufacturing equipment as well as software.

Business Advisory Services
Our business advisory solutions provide clients with independent research needed to make informed decisions. Whether your organization is looking to add alternative investments to your retirement plan, seeks to enter the Chinese market, or is looking for global partnerships to help reduce costs, our consultants are here to guide you.

As independent consultants, we represent our clients’ best interests. We actively seek ways to help improve your organization. The cornerstone of every engagement is research. By understanding your organization, the market you’re in and the unique needs facing you, our consulting team explores available options and leverages years of experience to help you work smarter.

Market Entry & Industry Research
Our hands on approach to research, years of experience, and local contacts make us ideally suited to exploring new markets for your organization. Our diverse team of consultants, fluent in over a half dozen languages, offers you the ability to gain unique understanding and insight into regional customs and culture.

• Our staff is comprised of experienced research analysts with MBA’s and other professional certifications.
• We have access to numerous public and proprietary sources of global data.
• We can conduct market research, prepare competitor analysis, identify industry trends and assess the feasibility of your project.
• We have conducted research trips to destinations such as China and India.
• We leverage local contacts whenever possible, allowing us gain access to non-traditional resources and information for business validation purposes.

Linguistic Services (Interpretation & Translating)
A decision to expand your organization internationally can often involve overcoming significant linguistic hurdles. As specialists in US-Sino business and relations Premier’s interpreters and translators offer experience in a variety of health care, professional, and legal fields. Our team is available to provide executive level interpretation and translation services and can accompany your management on tours overseas. All of our interpreters have lived in the United States for three years or more and are comfortable with American colloquial expressions.

• We have assisted dozens of Health Care agencies including Aurora Health Care
• Our interpreters have considerable legal interpretation and translating experience
• We are available to travel throughout the continental United States and overseas
• We specialize in assisting Chinese firms understand US business customs

Marketing Strategy Consultations
The decision to expand your organization, enter new markets, or begin an international relationship can be daunting. Our consultants have business experience in a variety of countries and climates from around the world. By understanding your target clients, we help you balance cultural, linguistic, and practical concerns in developing effective marketing campaigns. Over the past five years we have:

• Successfully assisted dozens of U.S. and Chinese clients with international marketing campaigns.
• Facilitated new product roll-out for international business firm Lenovo
• Organized international conferences, seminars and lecture series featuring prominent guest speakers and management from around the world.
• Our marketing campaigns have connected U.S. top home furnishing retailers with international manufacturers.
• We have secured corporate sponsorships from organizations including: Miller Brewing, Assurant, Pepsi Cola, Air France, and M&I Bank.

Organizational Development
Sometimes building a stronger organization simply requires adapting an organizational behavior. By studying industry best practices and exploring the effectiveness of your internal processes, our consultants uncover hidden efficiencies and recommend practical changes to improve your overall operations.

• We have developed membership campaigns helping organizations generate thousands annually.
• Our consultants have recommended technology upgrades allowing greater efficacy and reduced operating costs
• Our tax consultants have saved thousands of dollars for clients by recommending accounting changes.

Collateral Development
Preparing marketing research, writing business plans and grant proposals often requires an intimate knowledge of an organization. Many times our Clients further leverage our relationship by having our in-house design team prepare specialized marketing materials consistent with your proposals and plans. We can prepare:

• Logo, identity and brand kits including samples and custom revisions
• Marketing brochures, posters, tri-folds and other displays
• Manuals, handbooks and organization annual reports
• Sponsorship and other mass-market solicitation materials required to raise money for your organization