Business Advisory Services
Your business environment is always changing and making informed decisions is absolutely critical to the success of your business. At Schmersahl Treloar, our business advisory services team brings years of experience and expertise to your unique business environment, helping you formulate strategies and plan for a successful future. Our business advisory services team specializes in the following core services:
Business Valuation
Whether you are planning your estate, settling a dispute, or selling your business, it is essential to have a sound, professional valuation opinion to rely on. Specializing in valuing closely-held and family owned companies and partnerships, Schmersahl Treloar’s valuation consultants work hard to understand your business and develop an independent, unbiased valuation report. We go beyond simply delivering a report, working closely with you to ensure you understand the factors that impact the value of your business. This added insight into the process will help you improve the value of your business and better plan for the future.
Mergers and Acquisitions (M&A)
There are a lot of complex issues to work through when buying, selling, or merging your business. Schmersahl Treloar provides a full range of services to help you through a merger or acquisition. We are equipped to provide a full range of solutions from initial planning through the sale process to post transaction clean-up. Our M&A services include:
- Buy/sell advisory
- Due Diligence
- Business and intangible asset valuation
- Tax planning and transaction structuring
- Pre-acquisition planning and analysis
- Acquisition searches
- Assistance negotiating, structuring and closing the transaction
- Designing and executing post-closing integration strategies
Planning and Financial Modeling
Developing comprehensive business plans, preparing and understanding financial projections and models, and properly executing an action plan are key to your success. Our team provides services from simple financial models to comprehensive business plans. Our approach combines solid data with a complete understanding of your business, your industry and your goals to develop an executable action plan. These methodologies ensure the right strategy is chosen and executed to maximum effect.
Executive Search and Staffing
The absence of key people in your business can be a significant strategic risk. You need all the talent and resources at your disposal to ensure processes and systems are operating effectively and your business objectives are achieved. Schmersahl Treloar helps you fill key strategic positions throughout your organization through the following services:
- Position Description/requirements definition
- Candidate search
- Resume review
- Candidate interview
Forensics and Litigation Support
Mediation, arbitration, settlement negotiations, and trial are oftentimes an unavoidable element of doing business. When these situations arise, our team of locally recognized specialists, utilize their experience and expertise to analyze evidence and develop creative solutions for complex issues. Our team is highly experienced in various types of forensic services and litigation support including:
- Forensic Analysis
- Business Valuation
- Financial Damages
- Family Law
- Dispute Resolution
