We complete business valuations and provide business advisory services for companies $5MM–$$50MM. We have offices in the USA and Portugal, and provide support for:
✔️Business Acquisition: M&A, buying a business
✔️Business Exits: Selling a business, succession planning, buying out a partner, and exit planning
✔️Business Investments: Buying into or investing in a business
✔️Capital Raises: Pitching investors to raise money
✔️Intellectual Property: Buying, selling, or licensing IP
✔️Gifts: Charitable donation, gifts to persons or trusts
✔️GAAP Compliance: Purchase price allocation, stock option valuation, avoiding regulatory damages
✔️Employee Stock Options: 409A valuation
🔷How Will We Advise Your Business?
We help you understand the value of your business. Together, we will unearth answers you need to know and illuminate paths to success that you did not know existed.
🔷How Will You Capture the High Score?
Our clients regularly discover that our advisory practice goes far beyond the numbers:
✔️Masterminding the Valuation Game: Based on the valuation we completed for a company seeking to sell, our client declined a private equity firm’s first offer, rightly holding out for—and accepting—a 2X bid.
✔️Rethinking the Strategy: A client was about to sell his business at a loss; we provided the valuation–destined to be greater if he regained control and reconfigured his team. Since redirecting the business, he acquired a few M&A targets and is preparing for a profitable exit.
✔️Avoiding the Unforced Error: A client issuing stock options avoided compliance penalties by properly producing a complex financial reporting item.
🔷Why Are We Advisors, Not a Consultants?
More than a consultant, we are advisors–accountable to the outcomes of our recommendations. You should expect that we will start with you, stick with you, see you to your goals, and celebrate your achievements. In so many ways, your success is our success.
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Industry
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Business Consulting and Services
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Company size
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2-10 employees
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Headquarters
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Atlanta, Georgia
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Type
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Privately Held
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Founded
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2023
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Specialties
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business valuation, stock options, buying and selling, mergers, acquisition, gifting, startups, technology, compliance, funding, capital raising, 409A Valuation, PPA Valuation, angel investing, audit, business exit, financial modeling, business planning, europe, united states, portual, eu, intellectual property, joint ventures, appraisal, entrepreneurship, ai, data, valuation, and strategy