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Stratus Valuation

It’s easy to become so focused on the everyday challenges of your business that you lose sight of the longer-term strategy. Do you want to be able to focus more on strategy and growth? Check out our no-cost assessment tool for high-level insights into your company’s current operational health and value.

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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

  • Identifying key growth drivers for your business and creating a growth plan for you to implement
  • Risk management and protection (buy/sell agreements, wills, trusts)
  • Insurance policy analysis and implementation (key “man” policies, Director and Officer policies)

Whether you're a real estate professional, pharmacy owner, grocer, hardware or building supply retailer, or any other small business owner, we can provide the guidance you need.

Hardware / Building Supply Retailers

Grocery Store Owners

Pharmacy Owners

Real Estate Professionals

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