We assist private business owners in making difficult hard to reverse decisions. We also collaborate with many accounting, tax advisory, law and wealth management firms who recognize us as a trusted valuation resource. Our aim is to provide decision-makers with clear, concise and actionable advice. If you require assistance in any of the following areas we are here to help:
- Planning and executing the purchase and sale of a business
- Securing acquisition and/or growth financing
- Drafting buy-out provisions in ownership agreements
- Negotiating a partnership buy-in or buy-out transaction
- Planning and executing corporate reorganizations
- Evaluating your firm’s performance against the industry
- Stress testing succession planning strategies and scenarios
- Performing a reasonable compensation analysis
- Establishing life insurance requirements
We are always interested in establishing collaborative working relationships with new advisors. If you have a particular valuation issue that you would like to discuss with us please send us a note.