Case Studies

Business Valuation

 

Case Study: 1.1

Service Type: Business Valuation
Topic: Common Stock Valuation
Industry: Medical Devices – Medical Device Decontamination, Contract Packaging, Medical Device Testing Laboratory, Validations, Consulting
Description: Limited scope valuation of the common stock of our client company for gift and estate planning related to the transfer of business ownership. More..

 

Case Study: 1.2

Service Type: Business Valuation
Topic: Intangible Asset Valuation
Industry: Electrical/Electronic Manufacturing – Batteries, Security Products, Wire & Low Voltage Cable
Description: Financial valuation of the intangible assets associated with our client company’s asset purchase for financial and tax reporting related to their contractual commitments and annual audit. More..

 

Case Study: 1.3

Service Type: Business Valuation
Topic: Value Calculations
Industry: Financial Services – Corporate recovery, Forensic & Dispute Services
Description: Supporting Value Calculations for our client company’s three target companies for financial and compliance reporting associated with their management accounting update policies. More..

 

Case Study: 1.4

Service Type: Business Valuation
Topic: Fair Market Value
Industry: Telecommunications – Managed Data and Voice Communications
Description: Fair Market Value of our client company’s equity for tax reporting purposes. More..

 

Case Study: 1.5

Service Type: Business Valuation
Topic: Liquidation Valuation Opinion
Industry: Electronic Healthcare Solutions – Technology & Service Solutions
Description: Liquidation Valuation Opinion regarding the aggregate value of the minority interest, common stock shareholders for the sole purpose of distributing capital back to its shareholders. More..

Business Valuation Consulting

 

Case Study: 2.1

Service Type: Business Valuation Consulting
Topic: Purchase Price Allocation
Industry: International Trade and Development – Agriculture, Supply Chain
Description: Valuation Consulting Opinion to help our client company scope their Purchase Price Allocation(PPA) for their target company. More..

 

Case Study: 2.2

Service Type: Business Valuation Consulting
Topic: Purchase Price Allocation
Industry: Electrical/Electronic Manufacturing – Building Automation, Control Systems, Matrix Switches, Routers, Signage, Digital Signage, IPTV, Remote Management
Description: Understand our client’s valuation approach, respond to their external auditor valuation questions, and potentially modify their valuation approach to resolve the external auditor valuation issues. More..

Business Performance

 

Case Study: 3.1

Service Type: Management Consulting
Topic: Strategic Planning & Advisory
Industry: Medical Devices – Medical Device Decontamination, Contract Packaging, Medical Device Testing Laboratory, Validations, Consulting
Description: Strategic Planning & Business Advisory Support with a goal to achieve a 25% – 45% increase in the overall performance and value of our client company. More..

 

Case Study: 3.2

Service Type: Management Consulting
Topic: Strategic Planning & Advisory
Industry: Telecommunications
Description: Understand our client company’s strategic objectives and develop a business plan to support their capital raising initiative. More..

 

Case Study: 3.3

Service Type: Management Consulting
Topic: Strategic Advisory – Acquisition
Industry: Commercial Landscaping
Description: Valuation Opinion on the strategic value of the Largest Acquisition target in the business history of our client company. More..

 

Case Study: 3.4

Service Type: Management Consulting
Topic: Strategic Planning & Advisory
Industry: Real Estate – Property Management
Description: Re-design and streamline our client company’s financial planning process and software application to align with their management objectives. More..

Business Compliance

 

Case Study: 4.1

Service Type: Business Compliance
Topic: Internal Controls
Industry: Manufacturing – Business Supplies and Equipment, lockers, locker, mailbox, mailboxes, electrical enclosures
Description: Assist our client company with its management assessment of Internal Controls over Financial Reporting (ICFR). More..

 

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