Financial & Transaction Advisory

Business Valuations

We can assist you with a business valuation to establish the value of a partial or entire interest in a closely held business or professional practice. Factors taken into account include quantitative and qualitative measures, as well as tangible and intangible factors related to the business being valued.

Who needs valuation services?

• Individuals who want to start or purchase a business
• Retirement-minded business owners who are considering gifts to their children
• Business partners where the relationship has deteriorated
• Business owners looking for strategic planning

Reasons for valuations:

• Gift and estate taxes
• Buy/sell agreements
• Mergers and acquisitions
• Litigation support
• Estate planning
• ESOPs
• Dissenting shareholder actions
• Partner disputes
• Divorces
• Acquiring financing
• Funding appropriate insurance

Buy/Sell Agreements

Our professionals focus on helping business owners design, evaluate, and maintain buy/sell agreements that are financially sound, tax-efficient, and aligned with their long-term succession goals. We work closely with owners and their legal and financial advisors to ensure the economic terms of the agreement are practical, defensible, and capable of being executed when needed.

Mergers and Acquisitions

Whether selling or purchasing a business, detailed information is required. We can assist in the due diligence process. The extent of our service can be tailored to your needs and can range from valuation assistance and assessment of underlying records to a determination of tax consequences.

Litigation Support

Our professionals can serve as expert witnesses or consultants.

Assistance With Financing

We can assist you with the gathering, organizing, and/or interpreting information needed in support of obtaining financing. This service can also encompass the identification of financing sources.

Financing Alternatives

To grow at a pace that keeps up with business opportunities, an organization may require more capital than can be generated from operations alone. Additional financing can come from any combination of financial institutions, owners, individuals, and other sources. Analysis of the available options provides valuable information for selecting the financing mix that best fits the organization’s long-term goals.

Lease vs. Buy Decisions

We can assist you in assessing the merits of leasing versus buying an asset. Analysis can include a determination of the cash flow effects of either decision.