| Providing Credibility and Transparency to Potential Investors |
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Our Business Transition and Valuation department was approached by the management of a local winery who wanted to expand operations into California. We had previously completed a successful project for them, and now the owner wanted us to calculate a value for the business based on management's expectations of future earnings and cash flows, assuming investors provide new equity.
Result #2: We prepared an analysis and valuation model of future cash flows available to all owners assuming new outside investors. The sophisticated model included income statements, cash flow statements and balance sheets. The model integrated all statements together including the effect of debt, fixed asset additions and depreciation. Its design shows the reader how the entire financial process flows together. We also calculated various financial ratios to ensure management's expectations were in line with historical and industry ratios. Our thorough calculations were combined with an independent viewpoint and professional analysis. The result offered credibility and transparency to potential investors in their independent analysis and decision-making process. Management is now in the process of moving into the next stage of business expansion.
Our Business Transition and Valuation department specializes in business owner exit planning and implementation, merger and acquisition transaction advisory and business valuations. Please call Allan Vander Hamm at 425 454-7990 to learn more. |
| Meet the Authors - Call for Details |
 Brinette:
October 1 & 2 - " Exemption Rises; Net Worth Declines" at the 54th Annual Estate Planning Seminar.
October 8 - "Maximize & Protect Your Wealth, the 2010 Family Financial and Estate Plan" hosted by Berntson Porter.
Darcy:
November 12 - "Don't Win the Bid for the Wrong Reason" and "Hot Topics in Washington Taxation" hosted by Construction Finance Managers Association and Washington Society of CPAs.
November 18 - "Reseller Permits" hosted by South Sound Construction Finance
Managers Association.
Doug:
October 22 - "Detection and Prevention of Fraud in the Workplace" hosted by Washington Employers.
Allan:
October 6 - "Maximizing Financial Results from Sale of Your Business" hosted by Berntson Porter.
October 21 - "Estate & Succession Planning for the Closely-Held Business" hosted by the Washington Association of Accountants.
October 22 - "How to complete a successful business purchase or sale" hosted by Berntson Porter, Peterson Russell Kelly, Partner on Call Network and Frontier Bank. |
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425.454.7990 fax: 425.454.7742 |
