Our Services
The goal of any business owner is to create and sustain economic value in the business enterprise through the realization of excess return on investment. Enterprise value can be viewed as the value of existing assets plus the value of growth opportunities, both of which provide the opportunity to create value. The knowledge required to understand and measure value enhancement activities is necessarily broad and deep — finance, marketing, staffing and compensation, supply chains, manufacturing, competition, pricing, expansion options and scenario analysis (Monte Carlo simulation).
We can assist with business planning, business plan development, profit improvement, working capital reviews, economic value added analyses and benchmarking. We have also assisted business owners with numerous transactions, ranging from entire entities to shareholder/partner buyouts to raising capital, with our services extending to advice regarding deal structure and financing.
If you are seeking valuation expertise in any of the following areas, contact Mitchell Fox Valuation Advisors today. In a brief consultation, we can assess your needs and determine how best to help you and your company. Contact us for more information.
Financial Modeling
Almost every valuation engagement we complete involves financial modeling in the form of projected operating performance — and the result is a conclusion of value, but the benefits of modeling do not stop there. The analysis ties all of the firm’s key metrics together — balance sheet, income statement and cash flow statement — so that value drivers can be identified and operating changes implemented to increase value. We focus on return on capital benchmarks and economic value added to spot problems in critical areas — operating margins, working capital, asset turnover, excess capacity and capital structure.
Not only can we help you maximize business value, we can assist in the analysis of acquisition opportunities and expansion options. We can assist with balance sheet restructuring and modeling financing scenarios. Most importantly, we can help you better understand the risk-return tradeoff in all elements of your business. Measuring and managing value — that’s the job of every business owner, and our experts can provide the tools to measure it more accurately and manage it more effectively.
Transactions
Our transaction advisory work focuses on the numbers — operating margins, cash flow, return on capital, working capital and fixed asset requirements, expansion options, synergies — and gaining an understanding of the detail from the perspective of both the buyer and the seller. We can tailor our work product to meet your specific requirements. We advise on pricing as well as structuring transactions, for both the business enterprise and fractional ownership interests, using scenario modeling and market data to help you better understand key value drivers. Our experience includes transactions of all sizes in all types of industries, from professional services to manufacturing to technology, for business in all phases of the life cycle, including start-ups and other entities with capital needs.