Locations
  Los Angeles
  Sacramento
 
Business Advisory

SP&H provides a wide-range of business advisory services, classified under the general topics: Strategic Planning, Transactional Analysis, and Specialized Assignments.

Strategic Planning:

Company executives and controlling shareholders typically use SP&H's strategic planning analyses to make informed decisions regarding major changes in their business' operations. In addition to business valuations, SP&H provides financial forecasting, financial analyses and cost/benefit analyses.

  • Financial analysis
  • Capital planning and financings
  • Shareholder Value Enhancement (SVE) consulting
  • Assessing exit strategies

Transactional Analysis:

SP&H provides business valuation consulting to buyers and sellers of businesses, including fairness and solvency opinions and strategic advisory and negotiation services. SP&H does not act as an investment banker or broker; fees are not based on the value of the transaction or contingent upon the transaction's success. Instead, fee estimates are based on time-billing for work performed.

  • Mergers and acquisitions
  • Due diligence studies
  • Fairness opinions
  • Purchase price allocation
  • Unsolicited purchase offer
  • Feasibility studies for Initial Public Offerings (IPOs)
  • Valuations for private placements
  • Joint venture or investment partnership evaluation
  • Corporate and/or partnership dissolution
  • ESOPs and ISOPs

Specialized Assignments:

  • Public company valuations and coverage
  • Privatization of government-owned enterprises
  • International market and risk studies
  • Cross-border strategic alliances
  • Plans of reorganization for bankruptcy proceedings
  • Solvency opinions
  • Training seminars

SP&H assists in strategic planning by analyzing ways to enhance shareholder value. For example, we always compare our subject company to other companies in the same or similar industries. This comparison may show that the subject company's expenses are too high given its level of revenues. Thus, the business owner can use this information to attempt to operate more cost-efficiently and improve shareholder value. SP&H also may assess whether a certain capital expenditure's return on investment warrants an initial purchase.

SP&H also regularly provides analyses of the merits of business transactions. We provide fairness opinions and purchase price allocation for mergers and acquisitions. Our analyses withstand the scrutiny of external auditors and the Securities and Exchange Commission (SEC).

Finally, SP&H aids shareholders and company executives by providing valuable insights into major restructuring plans. SP&H provides assessments of solvency, analyses of international markets, analyses of cross-border strategic alliances, and analyses of bankruptcy reorganization plans.

Selected Testimonials

"SP&H provided highly responsive, customized service, under a tight timeline, at a good price. Now that's value-added!"
--President of a Management Consulting and Strategic Planning Firm

Recent Business Advisory Cases:

SP&H Provides Fairness Opinion for a Biotechnology Merger

SP&H Provides a Preliminary Estimate of Value for Exit Strategy