ILLUMINATING VALUE & VISION TOGETHER
We analyze data and clarify value. You drive growth.
We illuminate possibilities. You dream bigger.
WE’RE JUST DIFFERENT
We saw a gap in the marketplace. We dared to approach it differently. And we never looked back.
Customized Experience
Our customizable services provide solutions that work for everyone. However you need the work to flow, we have a solution for you.
Independent Human Expertise
Every client, regardless of whether they choose a guided or self-directed experience, works directly or indirectly with our experienced team. Our analysts are always in the loop and there are opportunities to communicate both online and face-to-face.
Precision Technology & Data Security
We use the latest technology to work faster, more efficiently, and more accurately, while securing your data and protecting your privacy. We do not take shortcuts. Technology is a tool that amplifies our team’s expertise; it never replaces it.
Robust Results
Our Business Valuation process results in robust, certified valuation reports that withstand legal, DOL, IRS, and SEC scrutiny.
Our Pre-Transaction Strategies for Exit Planning maximize business value and attractiveness, while clarifying and expanding the business owner’s vision.
OUR SERVICES
Heading straight to a place called “failure” is not acceptable. But if you don’t know the value of your business or can’t envision all of your options, then that’s exactly where you’re heading. To solve this problem and illuminate the way forward, we created two, customizable services.
Business Valuations
Driving your business without clear vision prevents you from maximizing its full potential.
The solution is a detailed, robust, and certified business valuation that establishes the current business value, provides a benchmark for progress, and withstands legal, DOL, IRS, and SEC scrutiny.
There are many types of business valuations. Some are voluntary and others are mandated by statute, but each type serves a specific purpose.
Our Business Valuations Are Different:
- Certified, detailed, and robust reports that withstand scrutiny
- Comprehensive financial and business analysis
- Heuristics methodology
- Highest professional, ethical, and regulatory standards
- Legal foundation layered into every report
- Superior client service and response times
Building a successful business wasn’t easy and didn’t happen overnight. You worked hard, made sacrifices, and it paid off. We know that and appreciate that transitions are difficult. This service will provide you the clarity to make confident decisions about the future.
Pre-Transaction Strategies for Exit Planning may include:
- A Calculated Business Valuation;
- Four assessments to determine the scope of personal and financial planning, the attractiveness of the business, and the preparation level;
- An independent assessment by Avenue M Advisors to provide a fresh perspective;
- Business Advisory Services: to educate about exit and succession strategies; to develop a plan; to coordinate a team of advisors; and to facilitate the pre-transaction improvements.
And throughout the entire process, we keep you – the business owner – in mind and help you envision the full range of possibilities for both your business and the next chapter of your life. After all, your business may be in transition, but you are just beginning your next, great adventure.
Benefits of Pre-Transaction Strategies for Exit Planning:
- Advisory services to facilitate pre-transaction improvements and develop a plan
- Analysis of company gaps, strengths, weaknesses, and opportunities
- Awareness of business owner alignment
- Clarity about next-chapter plans
- Comprehensive financial analysis
- Different analytical perspectives
- Ideas to increase enterprise value and attractiveness
Pre-Transaction Strategies for Exit Planning
OUR CORE VALUES
Since our inception, we have followed one set of core values that we expect of ourselves and of our clients. We set the bar high and endeavor to live up to it.
Unlike other firms, we voluntarily adopt and self-impose the highest professional standards of our certifying organizations (USPAP and NACVA), as well as the regulatory requirements of the DOL, IRS, and SEC.
If this doesn’t resonate with you, then we may not be the trusted advisor for you.
- We act with integrity
- We maintain our independence and avoid conflicts of interest
- We are trustworthy
- We take privacy and data security seriously
- We are honest, forthright and candid
- We are detail oriented
- We take pride in our work
- We value people and relationships
- We strive for excellence
OUR NUMBERS
30
years
Business Experience
20
years
Business Valuations
10
years
