"...our team helps clients
understand the shareholder value in their businesses..."
The successful transfer of an ownership interest to either an internal buyer or an outside buyer
will depend largely on the appropriate valuation of the business itself and related securities.
Business appraisals are often considered "part art, part science," and we apply a high level of
finance to the client situation and seek to balance the details and subtleties that arise in
client environments.
We prepare valuation reports to suit the needs of the client, including full narrative reports required by the IRS, ERISA, and/or the Courts, as well as strategic reports for Boards of Directors or management teams. Our team understands the importance of communicating complex business, financial, and valuation issues in a clear and concise valuation report.
The valuation process also helps identify areas of the business that are in need of fine-tuning. Follow through on these improvements, whether operational, financial, or organizational, can ultimately help drive long-term shareholder value. Through this process, our team helps clients understand the shareholder value in their businesses and learn how to maximize and achieve that value.
The Business Valuation Services we provide include:
- Valuations/Appraisals of Business Interests and Securities (Control and Minority Interest)
- Independent ESOP Valuations for ESOP Trustees
- Valuations for Mergers & Acquisitions
- Valuations for Stock Incentive Programs (Restricted Stock, Stock Appreciation Rights)
- Valuations for Life Insurance Funding
- Valuations for Estate and Gift Tax Purposes
- Valuations for Litigation Purposes
- Stock Formula Design for Buy-Sell Agreements
- Fairness Opinions
- Value Maximization Analysis and Strategies
