Corporate Growth and Economic Development

"We received significantly more value that we expected at the outset so I would say the acquisition was pretty successful."

CEO,
Multi-discipline engineering firm

Corporate Growth & Economic Development

Methodologies

Offering Memorandum

Because we are strategy consultants and business planners first, we prepare offering memorandums that are sound business plans grounded in strategy and supported by market data. We take the time to investigate the market, interview key officers in the company and make the case for the best strategic fit. We then perform a careful market-based evaluation of the company supported by proforma financials that are built on solid historical metrics and projected on a realistic assessment of market opportunities versus constraints. We utilize conventional industry metrics, but recognize that all of them are proxies for the net present value of future earnings and we put our emphasis on examining all the factors that can determine it. A professional offering memorandum is what engages an interested buyer and must be prepared professionally with the market value/opportunity in mind.