Business Valuations
Business valuations are required in a variety of situations, including financial reporting and tax planning, transaction support, business planning needs, and litigation support. We provide valuations that address a number of specific circumstances and requirements.
Financial Reporting & Tax Planning
- Equity Based Compensation and 409A Valuations
- Trust and Estate Valuation Services
- Purchase Price Allocation and Impairment Analyses
- Partnership Valuations
- Portfolio Valuation Services
Transaction Support
- Fairness Opinions
- Buy-Sell Agreements
- Bankruptcy and Restructuring Analysis
- Asset Valuations for Telecommunications Networks, Equipment, and Software
Business Planning Needs
- Valuations to Assist with Pricing Potential Transactions
- Exit Planning and Pre-Exit Analysis
Litigation Support
- Expert Testimony
- Commercial Litigation and Arbitration
- Valuations for Shareholder Disputes
Mergers & Acquisitions Advisory
Selling or acquiring a technology business is a complex process that requires an experienced advisor - one with a detailed understanding the business, industry, and sector, as well as significant experience planning, structuring, executing, and closing both buy and sell side M&A transactions. At Fusion Finance, we understand the technology business models and the M&A process. We will work with you to identify, structure and negotiate a positive outcome that meets you business goals and objectives.
Sell Side M&A Advisory
Fusion Finance represents clients looking to sell some or all of their business. We will identify a valuation range, assist in the preparation of marketing materials, and run a disciplined process to identify the best price, structure, and acquirer for our clients.
Buy Side M&A Advisory
For companies looking for growth, scale, new markets and customers, or access to new technologies and business processes, Fusion Finance will identify, structure, and close acquisitions based on our client’s parameters.
Capital Raising
Capital raising includes equity, debt, lease or equipment financing, and balance sheet restructuring. Our relationships with capital providers - venture capital, private equity, banks, leasing companies, and mezzanine funds - and our experience planning and executing financing transactions, allows us to identify and complete the optimal solution for our client’s needs.
CFO Services
CFO Services include operational finance activities such as financial planning & analysis, cash management, startup launch, and process development. Whether your company is a startup or a larger enterprise, CFO Services provides outsourced finance leadership and execution on an interim, part-time, or project basis.