Valuations & Corporate Finance Advisory

The ever-changing needs of middle-market businesses require a specialized team of advisors to help you identify and evaluate strategic and financial opportunities as they arise. Maximizing shareholder value is inevitably the destination. When value matters, we bring clarity with well documented analysis and valuation opinions. We help our clients understand and navigate their financial options to effectively position their business for growth and operational efficiencies. We do this through providing supportable, defensible, and unbiased valuation opinions that can withstand the highest levels of scrutiny.

The reasons for a valuation are many and varied: it includes purchase, sale or merger of a business, resolution of shareholder disputes, equitable division of property, estate planning, and more. Each unique situation requires an understanding of the very business dynamics and value catalysts that underpins a business or a shareholder’s goals and intentions.

Many companies rely on us for information critical to their strategic and financial decisions on a broad range of valuation matters. Our dedication to all aspects of valuation means you can count on our experience, knowledge, and objectivity to address your business valuation needs. Our tailored offerings provide complete and objective valuation opinions from independent board advice, investment, and transactional counsel to accounting, tax planning and financial guidance, plus litigation support.

We identify the right approach and valuation considerations while performing appropriate levels of due diligence on the underlying assumptions. We utilize an objectives-oriented approach customized to the scope and client requirements. Different levels of analysis, information and diligence are demanded in every matter. Regardless of the situation, objectives and intent will be at the forefront. Delivering results means understanding your goals.

We are strong believers that business valuation is a sophisticated art that requires a deep understanding of all facets of the business. Integral to the valuation process:

We analyze the history of the company, its financial and operational ratios
We normalize the financial results by adjusting certain accounts to reflect a more reasonable position
We compare the company’s results to those of the industry and competition if comparison details are available
We study the industry and the countries of which the company is operating
We review and thoroughly discuss the potential future estimated financial results and compare those to the historical trends
We choose the appropriate valuation method applicable to the specific valuation assignment
We calculate the appropriate WACC rate, and consider the controllability and liquidity premiums or discounts