Business Valuation
What makes us different?
- A passion for the "Real" story
- Intellectual curiosity
- A deep understanding of how businesses function
- Fitting the work product to meet the need
- A sense of humor!
What can you expect from our firm?
- Objectivity & Independence
- Experience, Continued “sharpening the saw” and recognized credentials
- Professional judgment and reasoning
- Adherence to professional standards
- Communication skills and analytical prowess
Estate, Gift & Income Tax Compliance
The need for a business valuation in many instances tax related. Among the possible reasons for valuing your business:
- Estate Tax Planning or Administration
- Equity Compensation Planning
- Gifting of business interests to family members or key individuals
- Allocation of purchase price
- Personal goodwill in the sale of a business
- Investment holding company transfers
Merger or Acquisition Analysis
Whether planning an acquisition or a merger, a valuation analysis is essential to ensure a fair transfer of value.
For acquisition our approach is to analyze the target on an “as is” basis. Separately an analysis can be conducted to determine the synergistic benefits of the acquisition both from a strategic, financial and an operational perspective.
Having experience in evaluating acquisition candidates in industry and in my practice, I bring a deep understanding of business models, strategy, and common sense. Asking the right questions is critical to performance.
Buy-in/Buy-out Transactions
In life of many businesses transactions will occur between owners, some planned and some not. From the outset we provide consulting that assists owners in creating buy-sell agreements that work. Both from an operational standpoint and a valuation perspective.
Valuation of Unusual Assets
Over the years we have been asked to value unusual assets such as:
- Tenant-in-common interest holdings
- Lottery tickets and structured settlements
- Determination of blockage discounts for large positions in publicly traded stock
- Absorption discounts for large real estate holdings
- Royalty streams – Listerine for example
Our Promise
We promise timely response and continued follow-up with clear explanations of the valuation process, information needed and preliminary findings. We use an aggressive, conservative approach to valuation and discount analysis with reasonable & competitive fees. We make sure that the at work product meets and exceeds the support needed for the opinion of value.
Finally, The FIXED Fee Guarantee
Our preliminary due diligence with our clients permits us to provide a fee quote that is guaranteed. We will spend extra time to ensure that we understand the project and can provide the level of service needed. No surprises!
“Helping Owners with Growth, Value & Transition Strategies.”
Ed Pratesi
Let's Get Started
Do you need help with Business Valuation or Value and Transitions Strategies today?
Schedule an appointment to speak with me directly and let’s get started with your solutions.