| |
Additional M&A and Valuation Services
Our team’s breadth and depth of experience to offer the following valuation related services with an unparalleled degree of professionalism and quality.
In order to position clients to maximize value via an M&A process, companies may require additional advisory services with respect to business plans and integrated financial projection models which can help buyers gain comfort with a business they are seeking to acquire.
- Certain stakeholders may require fairness opinions in M&A transactions.
- Senior lenders, note or bond holders, and other creditors may require solvency opinions or other valuation related analyses.
- After the deal, we are also poised to offer purchase price allocation analyses (SFAS 141).
- When real estate (Property, Plant, etc.) is involved in a transaction, component cost segregation analysis often leads to faster recapture of depreciable cost and resulting tax savings.
|
|
Mergers & Acquisitions
In today’s financial marketplace, merger, acquisition and divestiture activities continue as important means of achieving corporate and shareholder objectives. C&J Valuation Advisors provides companies and individuals with merger and acquisition services. Within this context the firm has represented and is capable of assisting clients in numerous ways:
- Establishing valuation criteria and ranges
- Advising clients in the development and formulation of merger, acquisition and divestiture strategies, including development and analysis of alternative courses of action
- Assisting in the preparation of confidential information and selling memoranda, including assistance with detailed financial projections
- Assistance with management or lender presentations
- Helping to identify, select and manage outside professional services firms (e.g. investment bankers, attorneys, accountants, etc.)
- Identifying, screening and initiating discussions with potential buyers/sellers
- Helping to manage the due diligence process and/or any data room
- Structuring and advising with respect to the negotiation of transactions
- Evaluating contemplated transactions from a “financial point of view”
- Due diligence services in conjunction with Coulter & Justus, P.C. audit personnel
- Tax advisory services in conjunction with Coulter & Justus, P.C. tax personnel
- Coordinating legal, tax, accounting and other closing related activities
In other words, we can put together a team which may include an investment banking affiliate with the required securities licenses and manage a sell-side process from start to finish to maximize value for our client. Or we can assist clients that believe they have already found their buyer, but require assistance to obtain a value maximizing offer, reasonable deal terms and close the transaction.
Market Presence, Focus and Experience
Market Presence – Our professionals maintain a constant presence in the East Tennessee marketplace, and participation in global alliances with Enterprise Network Worldwide and GMN International, and via investment banking firms we have relationships with, a far more extended presence. Because of our professional approach to M&A transactions, prospective acquirors prioritize our offerings and are favorably predisposed to the opportunities presented to them.
Market Focus – Because of past experience and understanding our clients’ businesses, we can utilize such knowledge to maximize purchase price and help companies to negotiate favorable terms.
Expertise in Structuring Internal Transactions – If appropriate, we have expertise in structuring internal M&A transactions including management and employee buyouts (ESOPs)
|
|
