1.  Strategic Valuations: We believe that every action or decision a business owner or management team takes should be geared toward increasing corporate value.  

Strategic valuation analysis provides business owners with a “buyer’s-eye view” of the current value of a business.  That starting point can be compared to a “what if” value under different scenarios.  

In that way, we can help answer the question “How will this action/decision/change/event affect the value of MY business?”   

2.  Transaction Advisory:  We provide transaction advisory services to companies and stakeholders (shareholders, boards of directors, etc.).  

These are situations where there is a identified deal (buy/sell/other) and our client needs to know if the pricing and structure of the deal meets their needs and expectations. 

Business owners sometimes do not have the time or experience to analyze buy or sell transactions.  Sometimes they are just focused on running their business or just want a “fresh set of eyes.”  

We have experience in a broad set of industries, across many geographies, and with myriad structures to help. 

3.  Business Divorce:  A “business divorce” is when two or more business partners sever their relationship.  Most of the time, these are not adversarial situations but sometimes they are.  

Business divorces are not “just business”, there are typically emotional issues, even “drama” involved.  

We work with legal counsel to arrive at an equitable solution based on the facts and circumstances of each situation.  Often, costly litigation can be avoided but in cases that do go to litigation, we can provide analysis and/or expert witness testimony.

4. Traditional Business Valuations:  The vast majority of valuation firms provide “traditional” business valuations which are generally a snapshot of value at a moment in time.  

These valuations are typically performed for tax or financial reporting purposes and we certainly provide those.  

The standard of value in these projects is often “Fair Market Value” which is very different from  from Investment Value or Strategic Value.  We understand these differences and can give you the right kind of analysis for your situation.

With over 30 years’ experience working with companies and their stakeholders, we can draw upon  our unique background to address a wide range of businesses and situations.

INDUSTRY:  Experience in a broad array of industry spaces including:

• Advertising
• Aerospace
• Biotechnology
• Equipment Leasing
• Financial Services / Fintech
• Food and Beverages
• Healthcare / Healthtech
• Information Technology
• Manufacturing
• Pharmaceuticals
• Power
• Robotics
• Wholesale Distribution

STAGE: Our clients include everything from early-stage companies (including some pre-revenue)  to established middle market companies. 

GEOGRAPHY: We have over 30 years’ experience working on transactions in the US, Latin America, Europe and Asia.

OWNERSHIP:  We have worked with family-owned companies, single and shareholder-owner companies, and publicly-held companies and all of these have their unique benefits, challenges, and dynamics.

Having worked in large firms including JPMorgan Ernst & Young, and Huron Consulting Group, we have had the privilege to work with world-class professionals with whom we continue to enjoy close working relationships.  

Some of these professionals have risen to senior positions within these firms, moved to other firms, or have gone on to create their own firms.  

We also enjoy excellent working relationships with:

• Attorneys
• Investment Bankers
• Private Bankers
• Private Equity firms
• Tax Advisors
• Venture Capital firms
• Wealth Management firms

We readily give our clients access to our network because we understand that we cannot be “all things to all people” but we enjoy making connections that add value to all parties involved.

We take a different approach to valuation than most firms.  We believe that taking the time to understand the nuances of a business and how it creates value is the key to providing sound, actionable advice.  Your business is more than a collection of figures and deserves more than a “black box” or “cookie-cutter” approach.

Our clients come to us for “real-world” valuations that take a “buyer’s-eye view” of a business enterprise, its functions, its risks and its assets.  

We ask a lot of questions and we pay attention to the answers.  We solicit your input and we understand that no two companies are exactly alike and those differences are strong value drivers.  

Most of our projects have very quick turnarounds and we work very hard to meet our clients’ timing.  The time and effort that we devote to each project is usually invisible to our clients – we deliver results. 

For that reason, we typically quote our fees upfront and provide a  fee range.  Our clients appreciate this transparency and that it takes away the concern that the “meter is always running” every time we talk or if there are changes to the situation or updates to the data.  

We sell ANSWERS, not hours and our clients like that.