The decision to buy or sell a business is one of the most critical financial decisions you will make. You want to walk away from the negotiating table knowing that you’ve made the best deal.
Whether you want to expand your capabilities, increase your market share or execute a well-planned exit, a trusted advisor can help you see it through.
We understand how critical due diligence is to the process, so you can balance the risk and opportunity and have complete confidence in your decisions.
At CSH, we’re focused on the unique needs of middle-market companies. From the consideration of a purchase to the completion of a transaction, we conduct all facets of a deal. We work seamlessly with attorneys, bankers, investment houses and venture capital firms to achieve successful outcomes for our clients.
We understand your goals and speak your language because we work with the same companies, stakeholders and teams you do.
There are many reasons to conduct a business valuation, including business succession planning, M&A activity, estate & gift tax planning, buy/sell agreements, shareholder/partnership disputes, insurance purposes, divorce, obtaining bank or other financing, or determining the annual per share value of an ESOP. No matter the reason, our Business Valuation professionals offer a practical solution to the question, “How much is my business worth?”
Our business valuations team is made up of members credentialed by the American Institute of Certified Public Accountants (AICPA) and the National Association of Certified Valuators and Analysts (NACVA), and who have received the Accredited in Business Valuation (ABV) and Certified Valuation Analyst (CVA) designations.
We are dedicated to serving your needs regarding estate and succession planning, mergers and acquisitions, valuation of intangible assets and litigation support. Our business valuation services include:
Each valuation assignment is unique, and each engagement requires in-depth analysis and a thorough understanding of the business being valued. However, the findings can be reported in different ways, depending on the circumstances of the engagement.
Short report, limited calculations
A calculation of the Company will be performed based only on our agreement regarding the valuation approaches and methods that are to be used and the extent of procedures to be performed. These procedures will be more limited than those of a valuation engagement. We will calculate the value of the Company in compliance with the agreement and the calculation report will result in a calculated value, not a conclusion of value. This will not qualify as a valuation engagement and the results of the value may be different if we had performed all the procedures usually performed for a valuation engagement.
Limited report, full calculations
This report is similar to a full valuation report, however much of the narrative material is summarized rather than fully explained in the report thus reducing the cost of a full valuation.
This report would be a full valuation and will result in a conclusion of value of the company. We will be free to consider all valuation approaches and methods and apply the valuation approaches and methods we deem appropriate. This report is typically used when the information will be used by third parties such as tax-related matters, filings with governmental agencies, and litigation.
Our deep experience working with clients in many industry segments enables us to understand the key financial, operational and accounting issues faced by similar organizations.
We utilize this knowledge as we conduct our due diligence analysis to deliver key insights into a potential acquisition target, or help a seller maximize value through reverse due diligence.
We focus on revenue stream sustainability, cost structure and the strategic elements of operating the business. Once a transaction is negotiated to the point of a letter of intent, we will work with you to ensure that our report and supporting analysis meets your needs.
Every business owner wants to drive growth in their organization while enhancing profitability. Many leaders, however, get bogged down in the day-to-day distractions of running their company, never developing a formalized plan to achieve the desired results.
CSH’s Value Multiplier program is a proven methodology that assists owners in unlocking the untapped potential in their business.
We use proven investment principles and techniques that have been applied for years in the private equity sector to identify and deploy value enhancing strategies that drive profitability and business value.
At CSH, we offer expertise far beyond the capabilities of a traditional CPA firm. This allows us to assemble a multi-disciplined team of strategic business consultants who will take a holistic view of your business to uncover value. Our project managers, human resource professionals, software developers, and CPAs spend significant time inside your organization, focusing on the four primary drivers of growth – people, process, technology and financials.
Depending on your individual needs, we will analyze the following areas:
We take the insights learned through the discovery phase to develop a customized plan to achieve your objectives – whether that’s to manage the growth you’ve achieved, kick-start slow or stalled growth, or position your business for a future transition or exit.
After careful analysis of the four drivers of growth listed above, we identify gaps between your current and future states. Next, we develop a phased plan for closing the gaps by prioritizing challenges and recommending the most impactful sequence for tackling them. Our phased approach will focus on ‘quick wins’ that can drive immediate results, followed by longer-term strategies that can transform your business.
Our Value Multiplier program is fully customizable to your individual needs. If you’re not ready for a deep dive into all four of the growth drivers – people, process, technology and financials – each category can be separated into a stand-alone plan.
Implementation is where even the best laid plans can fail. That’s why we’ve made coaching the foundation of our approach. While most consulting engagements end at the completion of the plan development stage, we stay engaged with your organization for the long haul. Your coach will help drive success through active project management, meeting with your leadership team quarterly to assess progress and identifying potential roadblocks.