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EXIT and TRANSITION PLANNING

Whether a corporate owner, a family office, Family Limited Partnership, or a private equity firm, you likely considered a general exit plan before you even entered the business.  You had a timeline, a model in mind, possibly a price range and even a specific buyer (or inheritor, or another new owner).  BVA can be of expert assistance in understanding key valuation issues, assessing ownership interest-related risks and opportunities, deal modeling and structure, and risk assessment of planned exits, whether private, public, internal buyout, etc.  

BVA’s team of professionals can offer unique insight that is different from, and works alongside, guidance you may and should be getting from an attorney and an accounting firm.

Merichem is a leading provider of process technologies and related engineering and process equipment that removes sulfur and other impurities from hydrocarbon liquids and gases in the downstream and upstream energy sectors.  For over 40 years, Merichem has provided hydrocarbon treating solutions and by-product management services for the refining and petrochemical industries.  While it began as a domestic operator, today Merichem’s products and services are offered worldwide.

BVA has provided valuation services regarding profit sharing plans, management planning, and financial reporting.

Paragon Packaging is a manufacturer of blow molded plastic containers.  The company’s capabilities include blow molding bottles, custom silk screening, labeling, and placing sleeves on containers, as well as boxing containers.  Paragon also supplies bottle caps, boxes, graphics assistance, and custom molds.

Paragon has plants located in Dallas/Fort Worth and Houston.  Both facilities manufacture a wide range of plastic bottles, both stock and custom.  Maintaining two manufacturing facilities permits the company to more efficiently serve customers from a broader region.

BVA provided transaction advisory services and a fairness opinion regarding the formation of Paragon Packaging’s ESOP.BVA also provided Paragon Packaging’s annual ESOP update valuation.  Finally, BVA provided a fairness opinion regarding the sale of Paragon Packaging and the termination of the ESOP.

Excalibur Industries collects royalties from uranium mines.  The company was founded on June 1, 1971 and is headquartered in Hibbing, MN.

BVA has analyzed the fairness of a proposed transaction, from a financial point of view, to the shareholders of the Company.

Crest Electrical Services, LLC is an electrical contractor company focused on completing the initial electrical work for new, single family homes in large subdivisions in the Dallas‑Fort Worth area.  On any given day, Crest can complete the electrical work for 40 to 50 homes.

BVA performed a valuation of Crest for the purpose of facilitating a sale of the company from one related party to another.

Headquartered in Tulsa, Oklahoma, JCL Safety Services acts as a third-party safety consultant to industrial clients, particularly in the oil and gas industry.  The company’s certified safety professional provide support for major project reviews, safety culture surveys, accident investigation and safety management.  JCL is known for turnaround safety planning and execution, confined space rescues, etc.

VA performed a valuation for JCL for the purpose of an incoming officer and minority shareholder to acquire the shares of an outgoing officer and minority shareholder.