Services


Business Valuation

  • Summary of value from a strategic or financial buyer’s standpoint

  • Wall Street valuation methodologies

  • Delivered under a week, assuming data availability

Confidential Info Memos

  • Primary document used to run a sale process

  • Business and financial overview, highlights and growth opportunity

  • Positioned to attract qualified buyers / create competitive tension

Advisory Consulting

  • Access to investment banker for transaction consulting

  • Offer evaluation, buyer landscape, earnings adjustments, diligence

  • Flexible pricing based on scope details

Industries Served

  • Manufacturing & Distribution

  • Technology, Media & Telecom

  • Business Services

  • Government Contracting

  • Consumer, Food & Retail

  • Healthcare & Life Sciences

  • Engineering & Construction

  • Energy & Natural Resources

Start With A Defensible Valuation