Archive for the Valuation Category


Make Sure The Price Is Right — November 2016

As we have noted in past posts, growth can often be achieved through acquisitions. In addition to business issues (market expansion; cost savings; and supply chain improvements) and legal issues (representations and warranties); an accurate valuation is a critical consideration. A key process in assessing the accuracy of the valuation is due diligence. In our […]

Read More...

The CFO’s Role In Acquisition Valuation — September 2015

This post concerns valuation. Acquisitions have been a key avenue for growth, even for small dynamic businesses. Often, talented entrepreneurs are overwhelmed by the amount of data involved in completing an acquisition. The CFO’s contribution is to help the CEO make sense of this myriad of information; understand the range of values; and assure familiarity […]

Read More...

Acquisitions: An Avenue for Growth – February 2015

This topic involves both strategy and valuation. A vibrant small business continually seeks growth opportunities. Such opportunities can present themselves as new products, new markets, product-enhancing technologies, or cost saving technologies. Another attractive source of growth, particularly for mature industries, is acquisitions. In examining this topic we consider such matters as: objectives; due diligence; valuation; […]

Read More...

How the CFO Finds Value – May 2014

This topic concerns valuation. In matters such as the purchase or sale of a business; goodwill; and asset impairment, valuation of the relevant asset(s) is crucial.  It is in these situations that the CFO plays an indispensable role.  Often, particularly as business owners near retirement, the CFO’s role of trusted adviser and confidante becomes even more […]

Read More...