It’s really quite simple: my clients and those trusted advisors that introduce me don’t want any surprises.
WHAT MY CLIENTS WANT
A high-quality valuation that passes muster with their audit firm, their Board, their investors, the SEC and the IRS.
They are CXOs and business owners of companies of all sizes - publicly traded and privately-held alike. They demand solutions that are tailored to meet their specific needs and circumstances. They want it on time, and priced fairly. They want the process to be as smooth as possible, with no excuses.
My clients know that I’ve been there - I’ve been reviewed. I’ve also been the reviewer. I know what the various stakeholders are looking for when they scrutinize a valuation report.
I’ve witnessed countless valuation reports that proved costly to companies because of:
♦ Valuations that were not adequately supported;
♦ Assumptions that were inconsistent with business realities;
♦ Methodologies that were inappropriate for the particular circumstances…just to name a few.
My clients know what works best - collaboration, communication and responsiveness. Sounds simple, but these often get lost in the process of completing the task at hand.
WHY DAVE?
Clients will tell you that an engagement with me is more than a transaction, more than a one-off project. It’s about building trust, and developing mutually beneficial relationships.
I pride myself on the intangibles I bring to the relationship. The one my clients value the most is my NETWORK OF TRUSTED PROFESSIONALS. Their specialties complement my own – and offer distinct advantages for my clients.
Valuation Expertise:
- Mergers & Acquisitions
- Fairness & Solvency Opinions
- Purchase Price Allocation
- Intangible Assets
- Goodwill Impairment Testing
- Stock-Based Compensation
- Intellectual Property
- Private Equity
- 409A
- Derivatives / Complex Financial Instruments
- Estate / Gift Tax Planning
- C to S Conversion
- ESOPs
- Litigation / Economic Damages
Dave is also the host of Behind The Numbers, the show that digs deeper to understand what matters in business. Available wherever you get your podcasts.
For future insights and articles, connect with Dave on LinkedIn, like him on Facebook, follow him on Twitter.Check out www.newroi.com.
You might also enjoy some of Dave's other articles.
If you believe that people are a company's most valuable asset, and want to learn more about the impact that people have on the value of a business enterprise, you might like the Amazon #1 best-selling books, The NEW ROI: Return on Individuals (white cover), and The NEW ROI: Going Behind The Numbers (black cover), which are available in hard copy at Amazon, Barnes & Noble, and everywhere books are sold.
