5 Key Reasons for Chaffe’s Investment Banking Premium Selling a middle-market company often requires a specialized financial partner. Chaffe & Associate’s senior investment bankers deliver a premium-priced valuation through market insight, disciplined execution, and strategic market positioning. Our sell-side investment banking advisory services close important deals while minimizing deal fatigue for owners and leadership teams….
Chaffe’s Deal Auction Process for a Successful Business Sale Our M&A Investment Banking guides businesses through the entire Mergers and Acquisition (“M&A”) process. Chaffe’s skilled corporate finance professionals handle each step in the deal auction process, from preparation to closing. Importantly, we help you determine the appropriate market valuation early in the process. Our firm…
Management Buyouts Chaffe investment bankers assist clients in transforming goals into achievements. Transitioning ownership with management buyouts (“MBOs”) requires financial confidence. Chaffe guides clients through internal transfers, with our experience resolving deal and financing challenges to help create exit value and long-term enterprise growth. At-A-Glance Table of Contents Defining MBOsNavigating MBOsFinancing MBOsSafeguarding Business LegacyFAQsWorking with…
Succession Planning Business Valuation Establishing your business legacy and maximizing owner wealth begins with effective succession planning and a business valuation. At Chaffe & Associates (“Chaffe”), we provide high-quality appraisals that meet the IRS definition of a Qualified Appraisal and adhere to professional standards by the AICPA and ASA. Following our guiding principle of “The…
5 Key Reasons for a Professional Valuation For business owners at any stage, knowing the true value of their company is the foundation of sound, profitable decisions. High-level value estimates may provide a general sense of worth, but only a comprehensive valuation report can support tax, transaction, and legal requirements. At Chaffe & Associates (“Chaffe”),…
How To Enhance Your Valuation Multiple A business valuation multiple measures an acquirer’s confidence in your company’s potential future earnings. The secret to enhancing your multiple is simple: reducing perceived risk for achieving future cash flow. A professional valuation considers these factors in determining the value. At Chaffe & Associates, our credentialed business valuation professionals…
Louisiana’s defense and national-security manufacturing base were front and center in January, with two completed transactions. In the first, Jeanerette-based Metal Shark Boats, LLC sold to Miami-based Magnet Defense LLC. In the second, Gramercy-based Atlantic Alumina Company LLC received a $450 million equity investment from the United States Department of War and Concord Resources Holdings Limited in conjunction with Concord’s majority shareholder, a fund managed by Pinnacle Asset Management, L.P.
The court reviewed a discounted cash flow valuation of a privately held S Corporation after gifts and sales of interests. It found the taxpayer’s expert assumptions credible, including cash flow projections, long-term growth, and analysis of nonoperating assets. The court accepted reasonable discounts for lack of control and lack of marketability, emphasizing that all assumptions and adjustments must be well-supported and thoroughly documented.
A recurring business valuation gives owners clarity and confidence—supporting smarter decisions, reducing risk, and ensuring the business is positioned for growth, transition, and long-term value creation.
When planning for the transfer of wealth, promissory notes often play a central role. Whether used as part of an intrafamily loan strategy, a sale to an Intentionally Defective Grantor Trust (IDGT), or to facilitate liquidity for estate settlement, promissory notes must be properly valued to comply with federal gift and estate tax requirements. While the face amount of a note may seem like an obvious starting point, courts and the Internal Revenue Service (IRS) recognize that the fair market value (FMV) of a promissory note may be different—and that difference can have material tax implications.