Business Valuation | M&A Advisory | Exit Planning
Know What Your Business Is Worth — and What to Do Next
Quality of Earnings (QoE) Report A Quality of Earnings (QoE) report provides an independent, in-depth assessment of a company’s financial performance, focusing on the sustainability, accuracy, and reliability of earnings. As a critical component of M&A diligence and financial due diligence, a QoE analysis normalizes reported results to present a clear view of Adjusted EBITDA and Read More
Valuation and deal structure represent a critical step in executing M&A transactions. Setting realistic expectations between the buyer and seller can improve the chance of getting the deal done. An earn-out is a risk allocation tool used in M&A transactions whereby a portion of the purchase price is deferred over a specific period of time and Read More
Raising capital is a serious task and often requires serious dedication, determination and patience. It is a fundamental process that requires the business to be well organized and ready for new funding. Capital can be raised in the form of debt, through a financial institution, or equity, through a financial backer whether it is an angel Read More
A term sheet is a non-binding document which outlines the key financial terms and conditions of a proposed investment. that lays out the proposed terms and conditions under which an investor will make an equity investment in a company. Essentially, a term sheet sets out the key points of a potential deal – a framework for Read More
Mergers and acquisitions make perfect sense in a variety of situations. For example, maybe an opportunity presents itself that requires fast, decisive action. Or maybe a competitive threat compels a defensive move to get bigger, faster. Here are five situations in which mergers and acquisitions have proven useful as a growth strategy: 1 – Fills critical gaps Read More
Understand Your True Cash Position and Financial Flexibility Cash flow is the lifeblood of any business. Our Cash Flow & Liquidity Analysis provides a clear, data-driven assessment of your company’s ability to generate, manage, and sustain cash over time. This service helps business owners, investors, and lenders understand financial stability beyond reported earnings. We go beyond Read More
El fairness opinion es un informe detallado que representa un análisis profundo del precio, términos y condiciones de la oferta en una transacción de compra-venta y provee una opinión financiera acerca de la razonabilidad de la transacción para la parte vendedora. Entre los tipos de transacción más comunes están la venta de acciones, venta de una Read More
Key Drivers of Enterprise Value Business value is influenced by much more than revenue and profitability. Buyers, investors, and valuation professionals also consider the quality, sustainability, and risk of a company’s future cash flows. Understanding the key drivers of enterprise value can help business owners identify opportunities to strengthen their company before a sale, succession, recapitalization, Read More
La valoración de negocios sirve para medir la efectividad de la gestión, planificar estratégicamente y definir un plan de acción que se traduzca en iniciativas concretas y medibles que contribuyan a generar valor a medio y largo plazo. En este sentido, resulta clave conocer el justo valor de mercado de la empresa dado que no se Read More
La mayoria de las pequeñas y medianas empresas en Puerto Rico carecen de un plan de sucesión eficaz que permita dar relevo generacional a los dueños de la empresa. La sucesión es, mas que un plan, una estrategia de negocios que permite garantizar la estabilidad en el equipo de trabajo y desarrollar una transición ordenada que preserve Read More
