Valuation and Transaction Advisory Services
Successful results often hinge on the most trustworthy, thorough valuation of a business or other enterprise. That is why we emphasize continuing education and professional depth among our partners and staff. We are mindful of the complexities and nuances in valuing closely-held businesses, and bring our expertise to bear in each business valuation engagement.
"The valuation of a closely-held business requires more than the application of a simple rule-of-thumb formula."
The valuation of a closely-held business requires more than the application of a simple rule-of-thumb formula. All aspects of the subject company need to be considered as well as consideration of economic, industry and other outside factors that may increase or decrease the value of the entity.
Our trained valuation analysts have the qualifications and experience to value a business for a variety of purposes, including the purchase or sale of a business, divorce of an owner, estate and gift matters, business and contractual disputes, eminent domain condemnations, and to assist in financing.
Business Advisory and Management Services
New, growing and mature businesses face financial and operating challenges daily. Our expertise in this area includes business plan development and operational reviews.
We also provide services in market assessment and analysis, financial projections and forecasts, cash management, succession planning, budget analysis and trend analysis such as sales, expenses and cash flow.