What We Offer
Valuations
We offer fair market valuation opinions to meet the needs of independent valuation requirements for board of directors, employee stock ownership plan managers, financing or refinancing plans, buy/sell agreements, partnership dissolution, preparation for sale and other situations.
Merger & Acquisitions
Merger and acquisition advice and strategy is available for sellers and buyers, including valuation, identifying potential buyers, negotiating, structuring transactions, and finding sources of debt and equity capital. Assisting on pricing and structure of financing is also available.
Due Diligence
Our due diligence partners are provided to review company operations and assess issues and concerns regarding historical balance sheet values and income statement performance as well as projected results.
Business Ventures
Technical and strategic consultation for new and emerging ventures is available, including preparation of business plans, financial forecast, and funding alternatives.
Real Estate Consultation
We offer real estate consultation, brokerage, and preparation of opinions of value for sellers and buyers primarily of commercial and industrial properties.
Performance
We can serve on the board of directors to provide ongoing strategic consultation and monitor performance of company operations.
Ready to work with us to build a succession plan or exit strategy that’s right for you?
Contact us via email or give us a call at 207-712-1452.
