Phase I – Company-Specific Valuation Dynamics
BKD bases projections on key operating metrics and growth strategies, expected changes within the revenue mix and customer base, operating strategies and expenses, capital expenditures and potential acquisitions. We'll evaluate several aspects of your company, including:
- Historical and projected financial performance
- Key operating metrics trends
- Effects of those trends on revenue and expenses
- Potential “recast” adjustments
Phase II – Market Dynamics
Our top-notch team will research relevant M&A activity and public company valuations to identify industry-specific value drivers and valuation approaches. We'll also analyze various categories of potential buyers and their ability to accelerate the company’s growth and earnings.
Phase III – Strategic Options
After examining market dynamics, we'll estimate a market value range for your company. Working closely with the tax advisors at BKD, we'll use the range to complete an after-tax proceeds analysis. We'll also assess the pros and cons of your company’s liquidity and succession options.
BKD will help you review your options and understand the process for your chosen course of action, which could include pursuing multiple options. Contact our team to discuss creating a plan and a timeline for moving forward.