Business Consulting

Feel confident making critical business decisions

We take a big picture approach to every consulting engagement by examining all aspects of your company’s operations, including management structure, internal and external communications, technology issues and asset performance. We can help analyze your operations and cash flow and advise on issues such as cost reduction, improving operational efficiencies, balance sheet restructuring, debt refinancing, capital sourcing or potential insolvency.

Business Valuations

We understand that valuing a business is an extremely important and sensitive issue. Not only are we valuing a business; often we are valuing the result of many years of determination and hard work.

At Davie Kaplan, our business valuation services are supervised by Certified Public Accountants (CPAs) with business valuation credentials (CVA – Certified Valuation Analyst) and years of experience providing business valuation services. More importantly, our business valuation advisors can simplify a complex matter to provide clarity for you.

We are members of the American Institute of Certified Public Accountants (AICPA) which issues standards for business valuations.  Our valuation reports are issued in accordance with the AICPA Statement on Standards for Business Valuation Services (SSVS).

We work with business owners, attorneys, bankers, insurance agents, and others to appraise the value of a business interest for a variety of purposes:

  • Purchase, Sale or Merger of Business
  • Buy/Sell Agreement Provisions
  • Ownership Transactions – Shareholder Buyout or Issuance of New Shares
  • Ownership Transition Planning
  • Gift and Estate Taxes
  • Retirement Planning
  • Bank & Other Financing Needs Including SBA Lending

Mergers & Acquisitions

At Davie Kaplan we recognize that the sale of a business is an emotional, time consuming and technically complex transaction. By relying on us, business owners will be relieved of many of the burdens and pressures associated with a sale by allowing our firm to help maximize shareholder value and bring a seasoned, objective perspective to the process.

Our role is far more than acting as a simple intermediary. We are involved from the outset, from clarifying the buyer’s or seller’s goals through closing the transaction. We can provide comprehensive management of the entire process or handle specific areas of the transaction.

To learn more about our business consulting services, please contact us.

How can we help you?

Please let us know if you have a question, or would like further information about Davie Kaplan.