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Business Valuation Services

A comprehensive and fair assessment of the value of a client's company or an acquisition target is essential for all acquisition or sale activity. Accurate valuation helps determine and support decisions to proceed in implementing corporate buy or sell strategies. It helps define lender and investor interest in providing financing. The Stonegate Group determines, structures and defends, in a rational manner, the value of a transaction for investment participation, acquisition and divestiture purposes. In a situation whereby a shareholder desires to liquidate a portion of his or her holdings, an accurate valuation must be the first step in the process.

The Stonegate Group provides valuation services to companies in a wide range of industries and to family-owned partnerships and limited liability companies (LLCs).  Determining a fair and impartial value on a company is essential in a number of financial situations including:     



  • The sale/acquisition of a company
  • Granting stock options in a private company
  • Estate and gift tax planning
  • The evaluation of partnership and LLC interests
  • Employee Stock Ownership Plans (ESOPs)
  • Charitable contributions of privately held securities
  • Family estate planning

The typical evaluation process begins when the company, its attorney or accountant suggests the need for an evaluation. Stonegate will then send the company an engagement letter, and business valuation questionnaire. Each evaluation involves an extensive review of a wide range of factors related to the specific business being valued. These factors include financial reports and operating information related to the specific company and the industry segment in which it operates.

Our valuation process is meticulous. We conduct extensive research for the particular client, taking into account the specific industry in which the company operates and market conditions at the time of the valuation. We draw on our broad experience in valuations and actual transactions. Finally, prepare a valuation report which takes into consideration every detail to provide a rational, defensible basis for the valuation. All these factors combine to make valuations fair, accurate and able to stand tough scrutiny in the real world.

 

 
The Stonegate Group, Ltd : 707 Lake Cook Road, Suite 230 : Deerfield, IL 60015 || Ph: (847) 498-0600 : Ph: (847) 498-0602 : Fax: (847) 498-0250 || Copyright 2009 The StoneGate Group, Ltd. All Rights Reserved