Valuation, Transaction, & Transformation

Valuation, Transaction, & Transformation

Valuation Services

Understanding your business’s value is crucial for making informed financial decisions. At Brady Martz, we offer a fresh perspective tailored to you and your business. Our valuation services empower strategic decision-making with precise, insightful assessments of your business’s worth.

Utilizing rigorous analysis and industry expertise, we provide valuations that support a broad spectrum of financial strategies, including mergers and acquisitions, and succession planning. Our team’s deep expertise and forward-thinking approach ensures that your valuation reflects not only the current state of your business but also positions you for future opportunities. 

Transaction Services

When engaging in business transactions, objectives can extend beyond just securing the best terms and maximizing value. Other key goals often include ensuring a strategic fit, maintaining business continuity, safeguarding the well-being of employees and customers, and achieving long-term growth potential. Brady Martz’s transaction services are designed to address these multifaceted goals, offering a comprehensive suite of solutions tailored to navigate the complexities of each unique business transaction.

Our transaction services are built around an integrated approach, utilizing exceptional negotiating, marketing skills, and innovative strategies, all tailored to meet your specific needs. This suite of services ensures a comprehensive support system through every step of the transaction process aimed at understanding and fulfilling your distinctive requirements. 

Let's Transform your business.

Transformation is about guiding businesses through a journey of improvement to enhance cash flows and overall entity value often referred to as enterprise value enhancement. Brady Martz is dedicated to unlocking a business’s potential for growth, optimizing operational efficiencies, and increasing profitability.

Through a strategic blend of analysis, innovation, and customized solutions, we aim to transform your business into a more valuable and competitive market player. Our approach is tailored to meet the unique challenges and opportunities of your business, ensuring sustainable success and enhanced enterprise value. 

Valuation, Transaction, and Transformation services we offer:

Valuation

  • Estate Planning & Gifting
  • Mergers & Acquisition Advisory
  • Sell-side & Buy-Side Due Diligence
  • Shareholder Buyouts
  • Succession Planning
  • Divorce & Corporate Litigation

Transaction

  • Integrated Approach with Investment Bankers & Business Brokers 
  • Qualify of Earnings Reports 
  • Buy-side & Sell-Side Due Diligence 
  • Pre- & Post-Acquisition Services 
  • Valuations 
  • Working Capital Analysis 
  • Transaction Structuring 
  • Tax Structuring 
  • Fractional CFO & Controller Services 
  • Wealth Management Services 

Transformation

  • Roadmap for Enhancing Value 
  • Fractional CFO & Controller Services 
  • Assess Financial Health & Value of Business to Identify Opportunities for Value Enhancement 
  • Analyze Operations to Identify Cost Savings Opportunities 
  • Review of Organizational Structure & Succession Plan 
  • Identify Key Performance Indictors (KPIs) 
  • Assist with Working Capital Optimization 
  • Profit Margin Analysis 
  • Benchmarking Analysis 
  • Succession Planning 
  • Identify Risk Factors 

Jason Steffenhagen | Valuation, Transaction,
& Transformation Practice Segment Lead
 

jason.steffenhagen@bradymartz.com 
701-223-1717 

Contact Us

Reach out to Jason Steffenhagen today for expert guidance and support tailored to your valuation, transaction, and transformation needs.

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