Transaction Planning

Whether there is a need to buy-out an existing partner, bring in a new partner or partners, or transition the ownership of the business entirely, valuation will be at the center of the negotiations.  BVA professionals have seen the full spectrum of ownership transition situations from amicable and collaborative to highly contentious.  As a result of our deep experience, we know where the pitfalls are and the questions to ask to ensure as smooth a transition as possible.  BVA’s experienced team can assist in areas such as:

  • Assisting with the development of a process for determining an exit or entry price that leaves parties satisfied and willing to proceed with the process.
  • Working with buyers and/or sellers to understand and establish the parameters that impact the valuation such as standard of value, level of value and valuation date.
  • Helping buyers and/or sellers understand value drivers that can be used in negotiations.
  • Assisting with establishing a value when a third-party valuation is desired or required.