Management Planning and Consulting
Whether starting a new company, re-capitalizing an existing one, making a purchase, forming an Employee Stock Options Plan (ESOP) or an Employee Stock Options Trust (ESOT), doing succession planning, or selling out; CVI’s experts help to ensure a smooth transaction. Our professionals have advised business owners, CEOs, CFOs, brokers, attorneys, accountants, and trustees about the effect that transactions like those listed above have on valuation. Involving a valuation consultant helps to avoid costly mistakes and provides the parties with information necessary for making an informed decision.
Get in touch with the CVI team to learn more about how our consulting services may be able to help you.