Valuation and Exit Planning
Having an Exit Plan and understanding the value of your business lets you prepare for change in a way that works best for you, your family, and your employees.
Our valuation and exit-planning professionals are trained to evaluate different strategies for business succession. We use real-world M&A experience to share insights into the salability of businesses and provide valuation services including to transfer shares of stock, satisfy tax or financial reporting requirements, or evaluate an acquisition.
Our valuation service is designed for you, your business, and the industry in which you operate. Unlike other cookie-cutter valuation firms, we understand every business is different and must be analyzed carefully. We take pride in the fact our research, modeling, and analysis is done in-house, and in-house only.
I've been approached by a potential acquirer and I need to know what my business is worth
I'm considering buying another business and need to know what a fair offer is
My shareholders and I cant agree on a fair buyout offer or shareholder agreement formula
I need a business valued in order to secure financing
I need a valuation to transfer shares of stock my company to family, friends, or employees
I need to satisfy Section 409A requirements
I have a Stock Appreciation Rights (SARs) program and need to value the underlying stock
I have an ESOP and I need a valuation of the shares
Have you ever wondered if your company was worth selling? We combine data-driven insights, decades of experience, and an extensive network of partners and industry professionals to help you understand your unique position.
If I sold my business today, what would it be worth?
What should I change today to make my business more valuable in the future?
Even if I don't plan on selling today, what should I do to prepare incase I change my mind later?
Can I change things right now to pay lower taxes if I sell my business in the future?
Every Salability Assessment Includes
Having an Exit Plan lets business owners prepare for change in a way that works best for them, their family, and their business. Our process shows all the different ways a business owner can leave their business. The options range from selling to another company, selling to the people who work for you, all the way to closing the business in a dignified way.
If I don't want to sell, are there other ways to transition my business?
Is it possible to sell my business to its employees or my management team?
I'm not ready to exit my business yet, but I'm curious - what are my options?
How much could I get for my business when I am ready to exit?