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Business Advisory Services


We can assist in providing you with the proper business valuation to satisfy any of these requirements at any level:

  • Opinion of Value – A quick estimate based on normal references.

  • Value Analysis – Fair Market Value analysis for small businesses. This requires general financial information.

  • Formal Valuation – This is an in-depth certified valuation that is very useful in buy-sell transactions and sometimes required for SBA financing.

  • IRS 59-60 Valuation – This is used for estate tax, ESOPs, mergers and acquisitions of large privately held companies and for litigation.

In addition to helping you understand the value of the company, we also work with ownership to find solutions for increasing the value of their company. There are certain drivers that buyers look for when purchasing a company. Addressing these drivers in advance of selling the company are key to the success of the divestiture of the business. 


In representing a buyer or management team in a business purchase, we offer our clients the following services:

  • Assist in the selection of acquisition candidates

  • Confidentially contact candidates

  • Work with the client to assess opportunities and challenges of each candidate

  • Represent our client through the negotiation and due diligence process

  • Assist in arranging financing

  • Work with the client’s legal, accounting and wealth management teams through the close of the transaction


In representing an owner in a complete or partial exit from a business, we run a comprehensive, confidential, and structured process:

  • Understand the company and advise on how to best position the firm to the market

  • Extensive experience allows us to provide preliminary thoughts on valuation with a strong degree of confidence

  • Develop confidential marketing materials

  • Identify and advise on potential buyer options. Contact potential industry and / or private equity buyers

  • Manage the offer, negotiation, and buyer selection stages

  • Work with the client’s legal, accounting, and wealth management teams through the due diligence and transaction closing phases of the process

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