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| Sales & Divestitures |
Valuation Services
Business valuations are essential for effective for mergers, estate and gift tax planning, buy/sell agreements, ESOPs, and other corporate events. A professional business valuation provides the business owner and his or her professional advisors with an accurate, defensible conclusion that is consistent with the purpose of the valuation. On a day-to-day basis, CM&M is working on M&A and financing assignments where value is heavily negotiated and supported. This means we can offer a unique perspective, and support our valuation analyses with first-hand knowledge of the market. CM&M works closely with executives, attorneys, accountants and other advisors to generate expert valuations for all types of businesses in a variety of markets and industries. A professional business valuation from our firm is exhaustive in detail and comprehensive in coverage, presenting financial, marketing, and other pertinent data to give a clear, concise valuation picture. Click the links below to learn more about our Valuation Services: Fairness Opinions Fairness Opinions Major corporate transactions, such as selling the business, buying out a shareholder, and raising capital can be a source of conflict for privately or publicly owned businesses. A company’s board and its officers are under increasing scrutiny to demonstrate they have fulfilled their fiduciary responsibilities. A fairness opinion from a qualified, independent financial advisor is a highly effective risk management tool used by company boards to demonstrate that this standard was met. A comprehensive analysis allows our clients to make informed decisions in the interests of the company and its shareholders. This process is multi-faceted and includes:
In performing the financial reviews and analyses CM&M’s professionals will undertake an in-depth evaluation of a transaction including:
Dispute Analysis & Litigation Support CM&M’s senior officers have provided analyses to business owners, board of directors, shareholders and Fortune 500 companies. We have testified as expert witnesses in a range of disputes, including breach of contract, post-acquisition disputes, shareholder disputes, and estate and gift tax valuations. Our proficiency in this complex arena is enhanced by our ability to expand testimony beyond theoretical models by contributing our real-world experiences and insights. These include demonstrable transactional experience, to reach appropriate, supportable, and credible financial solutions to difficult business issues. One critical part of dispute analysis and litigation support is being able to assess the extent of economic damages incurred. Our ability to do this extends well beyond the skills we have in business valuation and investment banking. Each of our officers has extensive real world, “hands-on” experience owning and/or operating companies. CM&M is highly selective in taking on a project in this area. We will only take on a project when we feel there is high value we can add as investment bankers. Estate & Gift Valuations / Buy Sell Agreements Professionals at prestigious estate planning firms recommend CM&M due to their confidence in CM&M’s written reports to withstand close scrutiny and CM&M’s ability to successfully defend our conclusions. In performing its work, CM&M’s professionals will utilize an in depth evaluation including:
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