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Engagement Review: Valuation for Partnership Dispute
October 3, 2013 / in Business Valuation / by Roy Martinez
Recently, Exit Strategies was engaged to perform a business valuation to resolve a dispute between partners in an Environmental Consulting Firm. Facts and Circumstances There were four equal partners (LLC members in this case). The firm’s business model had evolved over the years in response to changing market conditions, and the owners’ objective was to have one of the partners leave the firm and have the remaining partners acquire the equity of the departing partner. …
Al Statz Earns Accredited Senior Appraiser in Business Valuation (ASA) Credential
September 30, 2013 / in News / by Al Statz
September 30, 2013 (Reston, VA) – The American Society of Appraisers (ASA) is pleased to announce the accreditation of Petaluma, California based Al Statz. Mr. Statz has completed the Society’s appraisal designation program, which is the industry’s most vigorous and difficult designation to achieve. Al’s accomplishment has earned him the right to bear the “ASA” credentials as a mark of his success. He joins less than 5,000 fellow experts around the world who have earned …
Exit Strategies Opens Sacramento Valley Office
September 23, 2013 / in News / by Al Statz
After 12 years serving Northern California business owners, Exit Strategies Group, Inc. is planting its flag in the Sacramento Valley. Seasoned professionals Jim Leonhard and Bob Altieri will open the firm’s new Roseville office on October 1st. This new location is an important step for us in serving a growing number of Sacramento area M&A clients, as more baby boomer business owners seek retirement after the recent recession. It will also play a key role …
Thinking of Selling Your Business? Don’t Let Built-In Gains Tax Surprise You.
September 10, 2013 / in Exit Planning, Sell a Business / by Al Statz
I was recently asked by “Chester” to help him sell the $10 million service company he founded 24 years ago. Chester, who is 65 years old, has had some health concerns and wants to travel the world with his wife Margie. Two of his competitors have been acquired in the past 3 years by strategic buyers. His business is doing well and he thinks the time is right to sell. In Chester’s industry, almost all …
Jim Leonhard Earns CVA Valuation Credential
September 3, 2013 / in News / by Al Statz
Today I want to congratulate our associate Jim Leonhard, CVA, MBA, for recently completing the certification process with the National Association of Certified Valuators and Analysts (NACVA) to earn the Certified Valuation Analyst (CVA) credential. The CVA credential is granted to qualified individuals with considerable experience in the field of business valuation. The CVA designation is an indication to the business, professional, and legal communities that recipients have met rigorous standards of professionalism, expertise, objectivity, and …
Reducing Cost of Capital in a Small Business Acquisition
August 27, 2013 / in Acquire a Business / by Bob Altieri
Small Business Administration (SBA) guaranteed loans are widely recognized as one of the only reliable sources of third-party funding for small privately-held business acquisitions (up to $5 million), but do you know how this benefits the borrower’s cost of capital? Very few small business transactions are completed in which the buyer pays all cash. This is not just because most people don’t have a big pile of cash lying around; it’s also because financial leverage …
Role of Business Appraisers and M&A Advisors in Estates and Trusts
August 8, 2013 / in Business Valuation, Exit Planning / by Al Statz
I was recently asked about Exit Strategies’ role as business appraisers and M&A advisors in estates, estate planning and trust administration. Here was my answer … Business Valuation (a.k.a. Appraisal) As business valuation experts, we provide fair market value appraisals of closely-held corporations, FLPs and LLCs for estate planning, gifting, estate tax, charitable donations, buy-sell transactions and succession planning. We value fractional interests in operating companies and asset holding companies using appropriate discounts. Our appraisers …
Do Strategic Buyers Share Synergies with Sellers?
August 1, 2013 / in Acquire a Business, Exit Planning, Sell a Business / by Al Statz
In successful M&A deals involving substantial synergies, the deal price usually falls in the range between the standalone fair market value of the target business and that value plus the full value of potential synergies. Value of potential synergies? Increased value (over and above fair market value) to a strategic buyer, involves synergies between the acquired and acquiring firm and the additional financial returns and therefore value created by those synergies . There is a “1+1=3” …
KONE buys Empire Elevator, strengthening its position in San Francisco Bay Area, California
July 22, 2013 / in News / by Al Statz
Excerpted from KONE Corporation press release, July 2013: KONE has acquired the San Francisco-based business of Empire Elevator Co., Inc., an independent elevator company. Empire has operated in the attractive Bay Area market since 1978 under the capable leadership of President Bruce Moore, who will join the combined KONE team in a key role. “The Empire and KONE operations will fit well together and we are thrilled to be adding great new customers in the …
Exit Fundamentals: Two ways to Sell a Business
June 7, 2013 / in Sell a Business / by Al Statz
This article introduces the two fundamental methods of transferring a 100% interest in a private business, a) an “Asset Sale” and b) a “Stock Sale”. Asset Sales account for more than 90% of small business transactions. By small I am thinking of businesses with up to $10 million in revenue. Asset Sales In an Asset Sale the seller sells all of the tangible and intangible assets of the business, and ends up retaining the legal …
Exit Strategies Group, Inc. is a leading provider of business sales and acquisitions, business valuations, and exit planning services for family owned and closely-held companies since 2002.
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