Take Advantage of Our Experience and Knowledge

There are many ways we can assist you. Our resources in business valuation, private market transactions, equity ownership plans, and financial consulting include:
business valuation
  • Financial and Business Planning
  • Enterprise Value
  • Common and Preferred Shares
  • Stock Options & Derivatives
  • Private Equity, Venture Capital, & Hedge Funds
  • Allocation of Value
  • Buy Sell Agreements
  • Patents, Contracts, and Licenses
  • Goodwill
  • Alternative Assets
  • Minority and Control Shareholder Disputes
  • Divorce
  • Tax
  • Gift and Estate Planning
  • Start-ups
  • Fairness Opinions
  • Accredited Valuation Review and Opinions
  • Valuation Consulting
Private Market Transactions
  • Transaction Preparation and Planning
  • Market Research and Analysis
  • Feasibility Studies
  • Transaction Alternatives and Strategy
  • Due Diligence
  • Working Capital Loans and Lines of Credit
  • Letters of Credit and Trade Finance
  • Equipment Loans
  • Leasing
  • Real Estate & Construction Loans
  • Commercial and Industrial Mortgages
  • Industrial Revenue Bonds
  • Transaction Opinions
  • ESOPs
  • Recapitalizations
  • Acquisitions
  • Buyouts
  • Sales
Equity Ownership Plans
  • Plan Objectives
  • Securities Design
  • Stock Grants & Awards
  • Stock Options
  • Phantom Shares
  • Stock Appreciation Rights
  • Restricted Shares
  • Employee Stock Plans
  • Performance Based Units
  • Stock Purchase Plans
  • Stock Bonus
  • Deferred Compensation
  • Succession Plans
  • Financial Reporting and Compliance
  • Black Scholes and Volatility Calculations
  • Equity Allocation
  • Projected Value
  • Vesting and Allocation Schedules
  • Dilution and Fairness Analysis
Financial CoNsulting
  • Forecasts and Projections
  • Performance Benchmarking
  • Competitor and Industry Analysis
  • Financial Market Data and Research
  • Trend Analysis
  • Key Value Driver Analysis
  • Value Creation Strategies
  • Investor Returns Analysis
  • Microsoft Excel Based Financial Models and Spreadsheets
  • What If Scenarios
  • IRR and NPV Calculations
  • Discounted Cash Flow Analysis
  • Expected Returns Analysis
  • Monte Carlo and Binomial Simulations
  • Damages Calculations
  • Financial Tables, Charts, Exhibits, and Presentations