We help our clients grow great businesses
When you have questions, you need answers from people you can depend on - people with the skills and experience necessary to drive your business forward. Our financial advisors individually possess over twenty-five (25) years of experience as financial executives in industry. We’re on the pulse of current trends and technology in our areas of practice, all to give our clients exceptional work product and advice that will provide them with the competitive advantage needed to achieve their financial goals and objectives.
Areas of Practice
financial Planning and analysis
Within industry today, far too many businesses fail to be strategic in their approaches and methods as it pertains to financial planning. For many businesses, planning staff have been conditioned to be comfortable with simple budget models that incorporate static, linear rates of growth over time, based solely on historical performance, without giving meaningful consideration to underlying economic factors that can affect future business performance.
At Benchmark Solutions, we recognize that for a business to succeed in today’s competitive environment, firms must have a robust planning process that is strategic in nature by being forward looking, agile, as well as dynamic. That is why our Financial Planning and Analysis Advisory incorporates four basic processes into a comprehensive planning system that: (i) utilizes an economic-based driver approach for forecasting revenue, operating expenses, capital expenditures, cost of capital as well as determining optimal production and product pricing, (ii) can incorporate a scenario framework that is able to take into account multiple different potential forecasts, (iii) has the ability to value a firm’s equity as a means of assessing any given plan as well as to make sound financial decisions, and (iv) is ongoing in nature by measuring period ending variances against actual performance in order to adjust forecasts as well as to make periodic strategic and tactical adjustments in real time.
Our Financial Planning and Analysis Advisory can provide you with the insights necessary to achieve a Competitive Advantage within your industry and plan with greater confidence.
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BUSINESS Valuation
The value of a business is not predicated on a simple, static formula or method as many inexperienced or unqualified valuation analysts would have you believe. To the contrary, Business Valuation requires a solid understanding of how a business has created value historically, and how it plans to create value in the future, as well as an understanding of the essential conditions of the industry in which the business competes. As a foundational concept, Business Valuation is rooted in the understanding of how a business achieves a Competitive Advantage and utilizes its invested capital to generate returns in excess of its cost of capital. To be valid and reliable, a properly produced Business Valuation must utilize the appropriate approaches and methods that reflect these facts.
At Benchmark Solutions, our understanding of value creation is at the heart of our Business Valuation Advisory and how we distinguish ourselves from other valuation analysts. We perform Business Valuations and Fairness Opinions for Merger & Acquisition Transactions, Raising Capital, Strategic Financial Planning as well as Business Restructuring engagements. We tailor the scope of our services to meet our clients’ specific needs, all while representing our clients’ best interests in the financial aspects of every transaction.
Our Business Valuation Advisory is rigorous in its approaches and methods, adhering to the highest professional standards, all so that we can assist you in unlocking the value of your business.
Merger & Acquisition
Because every M&A deal is different, the pathway to a successful transaction requires a strategic approach focused on the creation of value whether you are the buyer, seller or merger and consolidation of equals.
At Benchmark Solutions, our team has the breadth of experience and depth of knowledge to help our clients set M&A goals and objectives, weigh and value market opportunities, as well as to evaluate the transactional advantages, or disadvantages, associated with any specific deal. Additionally, as a core competency, our team can easily assess optimal financing strategies based on transactions financed with cash, stock, debt or some combination of all three.
Our M&A Advisory services are strategic, as well as comprehensive in nature, and can make all the difference in achieving a successful outcome. From strategy to due diligence, to valuation and financing, our team can provide you with the confidence you need as you pursue your M&A goals and objectives.
“We must all obey the great law of change. It is the most powerful law of nature.”