Build Value. Mitigate Risk. Plan Ahead.

• Informed Strategic Planning: Regular valuations provide critical insights for making informed decisions on expansion, acquisitions, mergers, and divestitures. They help align strategic goals with financial capabilities, including stock options for executive compensation.
• Performance Monitoring and Benchmarking: Periodic appraisals serve as benchmarks for performance, allowing businesses to track progress against objectives, identify strengths and weaknesses, and make necessary adjustments to drive growth and improve efficiency.
• Attracting Investors and Securing Financing: An up-to-date business valuation strengthens a company’s position when seeking investment or financing, demonstrating its financial health and growth potential to potential investors and lenders.
• Succession and Exit Planning: For business owners contemplating succession, whether through family members, employees, or third parties, regular valuations are essential for determining fair value, ensuring a smooth transition, and minimizing potential disputes.
• Fairness in Ownership Transitions: In cases involving ownership transfers, particularly in family-owned businesses, independent valuations help ensure equitable distribution of shares or assets, preventing conflicts and fostering harmony among stakeholders.
• Tax Planning and Compliance: Valuations are essential for various tax purposes, including estate and gift tax planning, and can help minimize liabilities associated with ownership transfers.
• Risk Mitigation: Understanding the company’s value helps in managing risks by identifying potential threats to business value and implementing strategies to mitigate them.
• Improved Operational Efficiency and Resource Allocation: Business valuations can highlight areas for operational improvements, allowing businesses to optimize resource allocation and enhance overall performance.
• Strengthen Shareholder & Board Confidence: Having an accurate business valuation demonstrates financial transparency and governance discipline, fostering trust and alignment among key stakeholders.

Chaffe offers tailored valuation solutions for privately held businesses of all sizes and industries. Contact us today to learn more.

Chaffe & Associates, Inc. (“Chaffe”) provides highly specialized investment banking services to its clients, including a full suite of transactional advisory services along with valuations for a multitude of needs. Chaffe leverages both of these core competencies to create a powerful finance firm that always places its clients first. Founded in 1982, its clients range from sponsor-, founder-led, and family-owned businesses to publicly traded corporations spanning a broad spectrum of industries.