INDUSTRY FOCUS

PROCESS OF VALUATIONS

Engagement Phase
Initial call
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.
Provide engagement letter (immediately)
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.
Valuation Phase
Initial research
We conduct a preliminary analysis of your company, including research and review of industry data and any information you provide.
Leadership interview (after initial research)
We visit with appropriate members of management to review your company's background, financial position, and outlook, and respond to questions from management.
Analysis and report preparation
Following the leadership interview, the analysis is completed and the valuation report is prepared to explain and support our analysis.
Report Phase
Draft provided for client review
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.
Final report & discuss next steps
Upon final review, the valuation is issued. Any follow-up consulting, if needed, is begun.

INDUSTRIES WE SERVE

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

INDUSTRY FOCUS

PROCESS OF VALUATIONS

Engagement Phase

Initial call

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.

Provide engagement letter (immediately)

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.

Valuation Phase

Initial research

We conduct a preliminary analysis of your company, including research and review of industry data and any information you provide.

Leadership interview (after initial research)

We visit with appropriate members of management to review your company's background, financial position, and outlook, and respond to questions from management.

Analysis and report preparation

Following the leadership interview, the analysis is completed and the valuation report is prepared to explain and support our analysis.

Report Phase

Draft provided for client review

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.

Final report & discuss next steps

Upon final review, the valuation is issued. Any follow-up consulting, if needed, is begun.

INDUSTRIES WE SERVE

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