Business Valuation | M&A Advisory | Exit Planning
Know What Your Business Is Worth — and What to Do Next
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
Financial Due Diligence: Understanding the Numbers Behind a Transaction Financial due diligence is a critical step when buying, selling, investing in, or recapitalizing a privately held business. The objective is to understand the company’s true financial performance, sustainable earnings, cash flow, working capital requirements, and key financial risks before completing a transaction. What Does Financial Due Read More
Succession Planning: Preparing Your Business for the Next Generation For many business owners, building a successful company takes decades. Yet one of the most important strategic decisions—determining what will happen when the owner eventually steps away—is often postponed. Succession planning is the process of preparing a business for an orderly transition of ownership, leadership, or both. Read More
Selling a Business: Maximize Value and Execute with Confidence Expert Guidance for a Successful Business Exit Selling a business is a major milestone that can succeed or fail depending on preparation, timing, and transaction structure. Whether you are planning for retirement, navigating a partnership dispute, or pursuing a strategic exit, proper planning is critical to maximizing Read More
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
A 409A valuation is a critical requirement for private companies issuing equity-based compensation, as it establishes the fair market value (FMV) of common stock in accordance with IRS Section 409A. This valuation directly determines the strike price of stock options and ensures compliance with federal tax regulations. Our 409A valuation services provide independent, defensible assessments designed Read More
Maximize Business Value Before You Go to Market The most successful exits are planned well in advance. Our exit planning and value enhancement services help business owners optimize financial performance, reduce risk, and position their company for a premium valuation — typically 12 to 24 months prior to a sale. By focusing on EBITDA growth, operational 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
At some point, most founders and owners face financial constraints and consider whether they should sell their business. What most of them don’t know is that there is an option to sell the business and still have the opportunity to participate in its future growth. Recapitalization allows owners to sell part of their shares and cash-out Read More
A letter of intent (LOI) is a written document that outlines the intentions of the buyer and the seller during a potential transaction. Among other things, the LOI includes the purchase price and payment terms in addition to other key considerations to the transaction. The main purpose of the letter of intent is to ensure there 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
