Firm Advisory
Firm Advisory
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We help Bermuda companies measure, grow and harvest business value.

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Business Valuation

We provide you with an independent, arms-length perspective of the value of your business, as well as work product which will contain insights that you can further leverage in the ongoing operations of your business.

Before commencing your engagement, we will provide a clear road-map, describing the steps to be taken. This road-map will address details including your responsibilities, an expected timeline, and approximate cost for the valuation process. Our process consists of six steps:

  1. Preliminary conversation to gauge your case. We provide a free initial consultation of up to 30 minutes.
  2. Proposal / engagement letter
  3. Information request / assessment including site visit and management interview about operations
  4. Valuation calculations / report draft
  5. Valuation review. Where appropriate, we get peer review of our work product.
  6. Delivery of completed valuation report

During the valuation (appraisal) process, we consider items including the standard of value, the unique characteristics of your business, the operating and competitive environment, the expected financial performance of the business and much more.

Click here for a more technical explanation of our business valuation approach.

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Advisory Services

We assist clients with advisory related matters include due diligence, financial modeling, assessment of opportunities including the potential impact of new projects, integrating acquisitions, deal structure and more. Our value architecture perspective provides the ability to assess value creation while also considering risk. The essence of our advisory approach is to focus on helping you make better business value decisions.

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Business Transfer Assistance

Transferring ownership of a business is a major decision! If you have devoted your time, money, and energy to building, running, and operating your business, you will recognize many of the concerns, apprehensions and fears common to both business buyers and sellers.

If you have decided that now is the right time to sell, you will want the very best professional guidance you can get. This is when working in tandem with us can make the difference between just going through the motions or effecting a transfer for the very best price and terms!