MPI’s Advisory Services
MPI provides fairness opinions, valuation opinions, as well as sell-side and buy-side advisory services. MPI has focused on serving family-owned business over a broad range of industries for over 85 years. Over that span, we have developed an understanding of the challenges and opportunities unique to these companies and their owners. These perspectives are critical when the discussion turns toward the exploration of a liquidity event or a major strategic initiative.
MPI’s Advisory Service Offerings:
Fairness Opinions
In general, a fairness opinion is an analysis conducted by a third-party valuation firm or investment bank that assesses whether the pricing, terms and consideration related to a transaction are fair, from a financial point of view. Learn more about MPI’s fairness opinion advisory services.
Succession Planning
Left unaddressed, ownership groups that lack a clear and active strategy of succession planning may find themselves reacting to transition issues with suboptimal solutions. Learn more about MPI’s succession planning advisory services.
Transaction Advisory
MPI’s approach to client service differs from those of many other transaction advisory groups. Learn more about MPI’s transaction advisory services.
Below are the services offered by MPI’s advisory team:
Frequently Asked Questions for Advisory Services
What valuation considerations are important when selling a business?
When selling a business, valuation considerations can include historical financial performance, projected cash flow, industry conditions, comparable companies and transactions, customer concentration, capital structure, growth prospects, and the marketability of the business. A well-supported valuation helps business owners and transaction stakeholders evaluate proposed terms and make informed decisions throughout the sale process.
What are the benefits of engaging an M&A advisory firm early?
Engaging an M&A advisory firm early can help a company prepare for a transaction before negotiations begin. Early planning may include assessing business value, identifying transaction objectives, preparing financial information, evaluating strategic alternatives, and developing a process designed to support informed decision-making.
How can a company prepare for an M&A transaction?
Companies preparing for an M&A transaction should establish their objectives, organize reliable financial information, understand key value drivers, identify potential issues that may affect diligence, and evaluate the transaction structure and alternatives available. Preparation before a sale, acquisition, or other strategic transaction can support a more informed and efficient process.
Why Choose MPI for a Valuation Advisory
MPI’s advisory team works with family-owned businesses, boards of privately-owned companies, as well as advisors to these groups to help the group achieve its goal. Whether assisting the business owner evaluate his future, or assist a board with a legal opinion necessary to close a major transaction, MPI’s advisory team has the experience to help.
MPI has offices in Boston, Chicago, Dallas, Lawrenceville, New York, Philadelphia, San Francisco, Seattle, and Westport to support you. Please call MPI’s advisory specialists to assist with your particular needs.
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