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Transaction Valuation & Consulting

Valuations are central to mergers and acquisitions, strategic planning, succession planning, and exit planning. The following is a partial list of situations where valuation consulting often provides significant returns to our clients:

  • A business owner is in the process of formulating an exit plan and needs to understand the range of values attributable to the company.
  • A business owner needs to manage his or her largest investment – the private company – and wants to understand value drivers and enhance company value.
  • Management is looking to sell the company or acquire another company, and needs an objective opinion or estimate of value to set and negotiate a price.
  • Company shareholders are looking to part ways and need to determine a buyout price.
  • Company shareholders are putting together a buy-sell agreement or purchasing life insurance.