Value you need while growing a business or pursuing liquidity options
FORVIS can help you develop a course of action to enhance your company’s value. Using our three-phase Strategic Options Analysis, we can help you assess your unique financial and strategic opportunities.
Phase I – Company-Specific Valuation Dynamics
FORVIS bases projections on key operating metrics and growth strategies, expected changes within the revenue mix and customer base, operating strategies and expenses, capital expenditures, and potential acquisitions. We'll evaluate several aspects of your company, including:
- Historical and projected financial performance
- Key operating metrics trends
- Effects of those trends on revenue and expenses
- Potential “recast” adjustments
Phase II – Market Dynamics
Our team will research relevant M&A activity and public company valuations to identify industry-specific value drivers and valuation approaches. We'll also help review various categories of potential buyers and their ability to accelerate the company’s growth and earnings.
Phase III – Strategic Option
After examining market dynamics, we will help estimate a market value range for your company. Working closely with the tax advisors at FORVIS, we'll use the range to complete an after-tax proceeds analysis. We'll also assess the pros and cons of your company’s liquidity and succession options.
FORVIS will help you review your options and understand the process for your chosen course of action, which could include pursuing multiple options. Use the form below to contact your nearest FORVIS Capital Advisors investment banker to discuss creating a plan and timeline for your business.