Corporate Valuation Services

Hilliard Lyons offers a suite of valuation and related services to assist companies, their shareholders and advisors in corporate planning and transactions. Whether through informal consultations, formal reports, or fairness opinions, our professionals offer objective and credible analysis that provides a firm foundation for management decisions. Listed below are a sampling of the corporate valuation services we offer:

  • Shareholder transactions
  • Corporate reorganizations
  • Family business planning
  • Obtaining financing
  • Dissenting shareholder disputes
  • Estate and gift valuations
  • Incentive compensation, phantom stock, etc.
  • Buy/Sell agreements
  • Spin off of a business segment
  • Going public or private
  • Employee stock ownership plans
  • Bankruptcy and restructuring
  • Acquiring a business
  • Intangible asset appraisals

Valuation for Buying or Selling a Business

We know how hard you’ve worked to build your business, and our Business Owner Solutions Team believes in your success. That’s why we take a comprehensive approach when determining the valuation of the business you’re buying or selling. We can evaluate your company as a standalone entity, or combined with a buyer’s operations. Drawing from what we’ve learned from in-depth discussions with management and using the latest tools and our own independent research, our team can analyze the most-likely valuation scenarios.

When it comes time to sell your business, our in-depth valuation analysis allows us to develop a realistic assessment of what might be obtained in a transaction, providing the foundation for negotiation between both parties.

If you’re buying a business, our research and analysis provides perspective on the key factors affecting the businesses value, with in-depth information on the company’s strengths, weaknesses, opportunities and threats. Our team will also work with you on projecting the impact of added debt or equity on value, if you are interested in acquisition financing. Ultimately, our comprehensive valuation analysis equips you with the information you need to make a decision on the timing of the deal and whether or not you should move forward with confidence, or defer a transaction.

Business Valuation