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  1. Engagement Phase
  2. Initial call
  3. When you call us, we discuss (1) your firm, (2) your situation, and (3) your needs. During our discussions, we determine the type and scope of services that your project will entail.
  4. Provide engagement letter (immediately)
  5. The engagement letter provides a descriptive project overview and sets forth the timetable and fee agreement. At this point, we also send you a preliminary information request.
  6. Valuation Phase
  7. Initial research
  8. We conduct a preliminary analysis of your company, including research and review of industry data and any information you provide.
  9. Leadership interview (after initial research)
  10. We visit with appropriate members of management to review your company's background, financial position, and outlook, and respond to questions from management.
  11. Analysis and report preparation
  12. Following the leadership interview, the analysis is completed and the valuation report is prepared to explain and support our analysis.
  13. Report Phase
  14. Draft provided for client review
  15. Your review of the draft report is an important element in the process. We discuss the draft report with you to assure factual correctness and to clarify questions you have about the report.
  16. Final report & discuss next steps
  17. Upon final review, the valuation is issued. Any follow-up consulting, if needed, is begun.
  • Technology/High-tech/Start-ups/Cyber Security
  • Hospitals for private and non-profit
  • Ambulatory Surgery Centers/outpatient care centers/physician practices
  • Automotive, Aerospace and Defense
  • Beverage, Brewing and Bottling
  • Brands (Retail & Luxury), Consumer Products/Consumer Packaged Goods
  • Cable, Broadband and Communications
  • Casino/gaming
  • Chemical, Biotechnology, Clean Technology
  • Construction, Design, Engineering
  • Data and Data Storage, Cybersecurity
  • Distribution Services
  • Energy, Coal, Minerals, Mining, and Oil & Gas
  • Financial Technology and Payments
  • Financial Sponsors and Asset Management (Private Equity, Hedge Funds, Venture Capital, Business Development Companies)
  • Food Processing, Restaurants, and Hospitality
  • Franchises and Other Multi-Location Properties
  • Health & Beauty
  • Healthcare, Life Sciences, Medical Products & Devices, and Pharmaceuticals
  • Intellectual Property
  • Industrial Products and Manufacturing
  • Life sciences/Pharmaceutical/biotechnology
  • Media Communications, Entertainment, and Printing & Publishing
  • Medical and Dental Practices
  • Software as a Service (SaaS), Desktop as a Service (DaaS) and Internet
  • Sports, Fitness, and Recreation
  • Sensing technologies, Telecommunications
  • Textiles
  • Transportation, Supply Chain
  • Waste Management
  • Wholesale Distribution
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