Provide an objective view of the company’s current value and key drivers, helping management focus on strategies that build long-term growth and shareholder returns. My fee structure makes it difficult to provide services to early-stage companies unless there is a pending major transaction where I can add value.

Offer independent insights to the pricing of deals and deal structure, while working with your broader team of advisors to ensure acquisitions are priced fairly, risks are understood, and value creation opportunities are identified and appropriately planned.

Establish reliable valuation benchmarks that allow owners and boards to track performance over time, evaluate management compensation, and align incentives with value creation. Particularly useful for business owners that need an independent perspective of what the business value means to their overall wealth.

Highlight areas where operational or financial changes can directly enhance business value, supporting informed decisions on revenue growth and cost efficiency. This could also include reviewing business plans and financial forecasts.

Assist in pricing analysis and providing guidance in preparing the business for sale, and support negotiations to maximize proceeds and ensure a smooth transaction. The services provided can be shaped to fit your needs.

Provide clear explanation of valuations to guide employee ownership plans, succession strategies, or estate transfers, ensuring fairness, transparency, and alignment of interests among stakeholders. Business valuations is a complex specialty and you should fully understand the implications of proposed transactions.