When your business needs specialized or unique services during periods of transition or change.
Business Valuations
Determining and increasing the value of your business is very important to your overall financial plan. Sometimes the business is the most valuable asset you own, and oftentimes it is the most complicated as you deal with financial, family and market dynamics.
Business Valuation Consultation Services
Whether you are negotiating a merger, considering a new owner, attempting to resolve disputes associated with liability, equity, estate planning or a marital dissolution, a business valuation can be an essential component of your plan. Business valuations are not a science, as they are based on judgment, experience and relevant information.
Our Business Valuation Consultation services include advice and consultation for …
- Purchase or sale of a closely held business
- Valuation of subsidiaries, divisions and joint ventures for spin-off to owners or for a sale
- Management transitions
- Analytics and advice concerning pending offers to purchase or sell
- Court appointed valuations in disputes
- Business damage assessments
- Litigation consulting provided to trial counsel to review another valuator’s report
Business Transition Consultation Services
Transitioning a family-owned or closely held business is one of the most complex and difficult tasks a business owner will undertake in his or her lifetime. The transition not only involves ensuring that the transaction makes sense from a monetary sense, but it also must make sense from a leadership and personality-based perspective.
Our team has years of experience in dealing with business transitions – some have gone very well, and others did not meet the expectations of either side of the transaction. So, as you potentially contemplate a similar transition or transaction, our experience will be invaluable to save you time, money and general frustration. We typically add other experts to our team for this type of engagement so that we are bringing the absolute best team to your engagement.
Our Business Transition Consultation services include…
- Maximize the value of your business from an after-tax perspective
- Assist in making the transition effective for all concerned
- Provide a pragmatic and objective approach to the non-economic concerns that are present
- Help you develop a plan and help communicate it to your team, as needed
- Prepare for a sale to existing employees or to a third party
