Valuation Services

Often, the process of advising our clients begins with a limited scope Calculation of Business Value.

We consistently find that an independent calculation is a powerful tool that educates, enlightens, and empowers business owners to take specific actions that enhance the value of their companies.  In addition, we help you look at value  through the eyes of a potential investor, which dramatically shifts perceptions of risk in any business.

Planning+

Executives need a cross-discipline planning tool that converts long-term strategic vision into real numbers.  Something gets lost in translation between strategy, finance, and operations. Failing to see how key drivers of performance can affect one another results in poor and costly decisions.

Planning+ is a proprietary tool developed over the last 30 years, and based on actual work with real companies.  The foundation of Planning+ is practical, not theoretical.

• A superior planning, decision-support, and action tracking platform for both financial and non-financial executives in growing companies of all types.
• Gives executives total visibility into how all the pieces of their business interrelate, optimizing long-term value creation.
• The core Planning+ model is customized to support the company’s unique vision and allows efficient sensitivity analysis and scenario planning.
• The Planning+ process focuses on the key measure of success in any business: the insider’s worth at exit.

Value Enhancement

• Increase earnings
• Reduce risk
• Increase acquisition attractiveness

Value enhancement is a very important aspect of preparing and positioning a business for ownership transition, equity infusion, or debt financing.  After all, every business can be improved with the proper time and attention.  It's our job to help you develop, prioritize, and cost-efficiently execute a value enhancement program that helps you access capital opportunities according to your strategic plan.

Exit and Succession Planning

A well-designed and implemented exit plan is a powerful business and personal planning tool that enables business owners to:

• Achieve their business and personal goals related to the exit
• Facilitate their retirement at a time they feel is appropriate
• Control how and when they exit
• Ensure survival and growth of their business and protect important legacies
• Preserve family harmony
• Reduce employee and family uncertainty
• Maximize company value in good times and bad
• Minimize, defer, or eliminate capital gains, estate, and income taxes
• Have strategic options from which to choose

The FortunatoHutchinson partners are Certified Exit Planning Advisors (CEPA), a unique professional credential currently held by only 150 advisors worldwide. We consistently find that business owners who do not have a comprehensive exit plan face the following risks:

• Undervaluation of their companies, leaving hard-won wealth on the table
• Overpayment of capital gains and estate taxes
• Loss of control of the exit/transition process
• Failure to realize some or many of their personal, financial, and/or business goals related to exit/transition

To learn more about exit planning and value enhancement for your business, click .

Securities offered through Patrick Capital Markets, LLC. 88 Kenrick Plaza, St. Louis MO 63119
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