Business Valuation & Strategic Advisory Services

We Help You WIN When:

Buying A Business

Selling A Business

Growing A Business

Complying With Regulations

Clients Words:

"They guided us in asking the right questions..."

"They helped us save time and energy throughout the process..."

"The valuation was used for client pricing and honing our sales pitch..."

"They made sure we achieved clarity..."

Download One Of Our "PDF Problem Preventers"

5 Mistakes To Avoid When Investing In A Startup

5 Mistakes To Avoid When Planning Your Business Succession

5 Mistakes To Avoid When Crafting A Business Plan For Investors

5 Mistakes To Avoid When Creating A Stock Option Valuation

buying-a-businessbuying-a-business

I AM BUYING A BUSINESS

selling-a-businessselling-a-business

I AM SELLING MY BUSINESS

stock-optionsstock-options

I NEED A 409A VALUATION

intellectual-propertyintellectual-property

I AM BUYING, SELLING, OR LICENCING INTELLECTUAL PROPERTY

I Am Buying....

software-SAAS-codesoftware-SAAS-code

I AM SELLING SOFTWARE CODE

exit-planningexit-planning

I AM PLANNING TO SELL A BUSINESS (EXIT PLANNING)

business-successionbusiness-succession

I AM PLANNING MY BUSINESS SUCCESSION

investinginvesting

I AM BUYING INTO OR
INVESTING IN A BUSINESS

I Am Selling....

raising-money-investorsraising-money-investors

I AM RAISING MONEY FROM INVESTORS

partner buyoutpartner buyout

I AM BUYING OUT MY PARTNER

selling-to-partnerselling-to-partner

I AM SELLING TO MY PARTNER

gifting-charity-trust-persongifting-charity-trust-person

I AM GIFTING TO A PERSON,
CHARITY, OR TRUST

I Am Growing....

purchase-price-allocationpurchase-price-allocation

I NEED A PURCHASE PRICE ALLOCATION

stock-optionstock-option

I NEED A STOCK OPTION VALUATION FOR AN AUDIT

I Need Compliance Support

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