Case Studies

Let’s See Our Latest Project

about

Healthcare Company Owner Aims to Transfer Part Ownership to Heirs

We assisted a business owner in his 60s who sought to transfer a minority interest to his two children.
colleagues-in-a-business-meeting

Baseline Value and Strategic Roadmap for an Educational Tutoring Company

We assisted the owner of an educational tutoring business in valuing her venture and devising a strategic roadmap.
group-of-diverse-business-people-meeting-clients

Valuation of a Restaurant with Future Plans to Franchise

We undertook the valuation of a restaurant located in Southern California with the owner contemplating a potential sale.