Our Approach

Typically, you will find that valuations are performed by either an investment banker or a valuation industry professional. Well, Strategic is anything but typical. Using our real world capital markets experience gained from involvement in actual transactions, along with knowledge from many valuations performed by our qualified and credentialed professionals, we are able to incorporate both perspectives to ensure a realistic picture of value. Then, that value is used in combination with our market insights, powerful market databases, expert industry information and objective analyses to guide the decision making.

Some of the resources at our disposal include:

  • S&P Capital IQ (Public and Private Market Data)
  • DealStats (Public and Private Company Transaction Comparables)
  • GF Data Resources (Private M&A Transaction Data)
  • IbisWorld Industry Reports
  • First Research Industry Reports
  • Risk Management Association (“RMA”) Statement Studies

Typical Strategic valuation services include:

  • Whole or Partial Business Divestiture
  • Majority or Minority Partner Buyout
  • Buy-sell Agreements
  • Fairness Opinions
  • Identifying and Implementing Growth Strategies
  • Succession Planning/Exit Strategy
  • Family Business Succession
  • Gift and Estate Planning
  • Divorce Strategy – Preservation of Assets
  • Obtaining Financing
  • Employee Stock Ownership Plans (ESOPs)
  • Preparation of Personal Financial Statements
  • Determining the Need for Life Insurance
  • Financial Reporting
  • Litigation and Shareholder Disputes
  • Wealth Strategy Planning
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