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.
BVA has provided valuation services regarding profit sharing plans, management planning, and financial reporting.
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.
BVA has analyzed the fairness of a proposed transaction, from a financial point of view, to the shareholders of the Company.
BVA performed a valuation of Crest for the purpose of facilitating a sale of the company from one related party to another.
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.