Financial Advisory
Business Valuations*
Obtaining a formal third-party valuation of your business can provide an honest assessment of a company’s value. We utilize our partner network to perform this service for our client. They will take into account the company’s financial history, future cash flow projections, and in some cases, comparable transactions when available. Such valuations can be used for business acquisitions, divestitures, or shareholder buy/sell agreements.
*Services offered through our trusted partner network
Due Diligence*
As with business valuation services, financial due diligence services are provided by our partner network. These services support a client’s transactional activities, whether they are acquiring or selling. a company. For Buyers, this typically includes a quality of earnings assessment and transitional issue identification. For Sellers, it would include evaluating financial performance to identify valuation issues, as well as projected financials to ensure reasonable growth objectives.
*Services offered through our trusted partner network
Situation Assessment
In a Situation Assessment, a client’s current state is established. as well as an analysis of ownership transition options done well in advance of a planned exit from the business is completed. This process is done in partnership with the client’s financial, legal and tax advisory team. This team develops a strategy relating to timing, as well as a process that will maximize transaction value and meet other personal objectives of the client.