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Stratus Valuation

Many of our clients’ own businesses and look to us to help them and their families consider, analyze and implement critical business decisions, including:

Business Valuation

  • Maximizing a company’s value prior to a sale
  • Ownership structure decisions
  • Valuation analysis, which may include Discounted Cash Flow, Capitalization of Earnings, Adjusted Net Assets and/or Market Comps (when available)

Tax Strategy

  • Coordinate business and personal tax strategies to mitigate impact
  • Consult on decisions regarding related entities and property ownership
  • Analyze impact of mergers, acquisitions and sales on your family and your business

Financial Strategy

  • Cash flow management and budgeting
  • Risk management and protection (buy/sell agreements, wills, trusts)
  • Insurance policy analysis and implementation (key “man” policies, Director and Officer policies)