Strategic
Advisory Services
Solutions for business owners
For most entrepreneurial business owners, their business is
the most valuable asset they own. However, closely-held business interests
are not easily transferred and no ready market exists. Therefore, realizing
the maximum after-tax value for the business is critical to an overall
succession plan. The decision to sell to a third party, the existing
management team, employees or family members is both complex and emotional.
Our experienced team of professionals provides a broad range of services
and guidance for making informed decisions.
Our strategic advisory services include:
- Valuation analysis and transaction feasibility analysis
- Partner Buy/Sell analysis
- Development of business plans and projections
- Income tax planning
and transaction structuring
- ESOP feasibility analysis
- Developing succession plans
- Financial due diligence
At PVG, we understand the unique financial,
valuation and tax issues associated with ownership transfers and
the importance of advance planning. We provide independent, objective
advice allowing our clients to make informed decisions based on realistic
expectations. We are experienced at working closely with teams of
advisors such as investment bankers, attorneys and financial planners.
