Defining Value. Shaping Strategy.

We provide a solid foundation for mergers, acquisitions, and capital raising through detailed business valuation services. Our work includes revenue forecasting, cost analysis, CAPEX planning, and capital structure assessment. We prepare net working capital and free cash flow forecasts using DCF and LBO methodologies, along with NPV and IRR calculations to support investment decisions. We also apply market multiples and transaction comps to validate valuation ranges. Our models are fully auditable and tailored to each business’s operating model, risk profile, and growth stage. We support clients in valuation negotiations with investors, buyers, and lenders. Our deliverables are decision-ready and designed to withstand external scrutiny.

We deliver comprehensive valuations for real estate, equipment, intellectual property, and inventory. Our services include property appraisals, rental potential analysis, and assessments of equipment, IP, and patents. We also support regulatory compliance and legal review, ensuring clarity and confidence in asset ownership and value. We apply income-based, market-based, and cost-based methodologies, depending on asset type and use case. Our team works alongside legal and technical experts to ensure precision in complex or regulated environments. For portfolios, we help clients assess liquidity options, highest-and-best-use scenarios, and refinancing potential. We aim to provide a solid valuation foundation for both operational and strategic decisions.

We help family-owned businesses design and implement succession plans, ensuring smooth leadership and ownership transitions—whether to the next generation or to external investors. Our advisory covers governance structures, succession strategies, and long-term planning, including defining family goals, managing generational change, and overseeing asset protection and estate planning. We work closely with families to facilitate dialogue and manage complex emotional and financial considerations. Our services include successor identification, leadership development, and communication planning. We also advise on restructuring ownership, introducing external capital, or preparing the company for eventual sale. With discretion and empathy, we help families secure their legacy and protect long-term value.