Valuation & Financial Advisory Services

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We help clients understand and build value.

Our Financial Health and Valuation professionals can help you identify which elements of your business are creating value and which might need more focus.

We work with clients to analyze their financial performance, build equity through internal growth and acquisitions, and optimize capital structure. Our valuation practice provides owners with multi-method valuations and identifies tangible ways to increase the value of their firms. Coaching for risk management, operational improvements, and equity-sharing with key employees can help clients achieve the best value for themselves, their employees, and their firms.  Talk to one of our team members today!

• Over 20 years of experience advising business owners on financial health and value creation

• Identify specific areas for value growth

• Establish metrics for accountability

• Develop ownership sharing plans to motivate and retain key talent

• Work with coaching and financial solutions team to integrate plans for best client outcomes

Track Record Evaluating:


Asset Efficiency

Cash Flow



Risk Management

Capital Structure

Ownership Sharing

Market Multiples


Cost of Capital