Services

Our Core Consulting Services

Business Valuation Services

Litigation Support & Damage Calculations

We provide valuation-related litigation support services, including the quantification of economic damages in cases involving:

• Lost profits

• Diminished business value

• Shareholder and partnership disputes

• Marital dissolution matters

• Breach of contract claims

• Intellectual property infringement (copyright, patent, music)

We help business owners plan for the future with customized financial tools and insights, including:

• Budget development

• Financial forecasts and projections

• Strategic growth modeling

• Investor or new partner planning

• Business performance analysis

• Custom-built Microsoft Excel models

• QuickBooks bookkeeping & reconciliation assistance

Financial Forecasting, Strategic Planning & Other Services

We provide independent, well supported business valuation analyses for a variety of purposes including:

• Gift and estate tax

• 409A valuations and personal goodwill

• Strategy consulting during start-up, acquisition, or exit phase

• Investor attraction, partner buyouts and equity planning

• Rebuttal reports and second-opinion reviews

Education Station One-on-One Consultations:

Below is an example of a Education Station consultation, "Risky Business." This one-on-one consultation is designed to identify risks specific to your business.

Understanding the Risks that Affect Business Value

Most business owners focus on revenue, profit, and growth. But experienced buyers and investors evaluate companies very differently. They look closely at the operational risks that can impact future cash flows, such as:

• Customer concentration

• Owner dependency

• Operational inefficiencies

• Weak internal controls

• Limited management depth

• Supplier and supply chain risk
  
  

These factors often appear long before they show up in the financial statements, but they can significantly affect how a business is valued.

If you're interested in learning more about how these risks influence business value, visit our Business Consulting Blog or explore the Risky Business diagnostic session, where we identify the risks specific to your company.

Excel One-on-One Consultations:

To assist with Microsoft Excel issues, from minor to massive.

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