Valuation & Modeling Advisory Services
Measuring, managing, and protecting the value of your AEC firm.
The concept of value is much more than a dollar amount. It’s something you hold in high regard, particularly when that something is your business. SN’s Valuation & Modeling team partners with you to assess value and determine how to best manage and protect it through the entire lifecycle of your firm.
In addition to traditional business valuation services, we offer solutions designed to enhance the overall value of your organization. Whether you are considering an acquisition or sale, or you’re seeking to improve the performance of your AEC firm, our team can guide you through the process and help you make better, more informed business decisions.
M&A Valuation for AEC Firms
Positioning the Future of Your AEC Firm
Mergers and acquisitions are one of the leading growth strategies for architecture, engineering, and construction firms. Whether you are considering buying or selling, securing a valuation is a critical step in the process. SN’s AEC Advisory team includes M&A experts who have been on both sides of the table for firms across the country.
- Exit options and succession planning
- Sale value and transaction structuring
- Buying a business and transaction structuring
- General corporate/owner planning
- Buy-sell agreement valuations and consulting
ESOPs
ESOP Compliance
Valuations are key to the operation of an employee stock ownership plan (ESOP). If your company is considering an ESOP, the fair market value impacts plan feasibility and structuring. Then, once an ESOP is formed, an annual valuation will be completed to determine a market price for the employee-owned shares. SN’s services include:
- Ensure compliance with ERISA, Department of Labor, and IRS requirements
- Perform initial ESOP analysis and implementation
Valuation Consulting Services
Value-Related Consulting
SN’s Value Advisory team provides a full menu of consulting services for firms of all sizes including:
- Assistance in evaluating and negotiating company or stock-selling offers
- Litigation support for business and shareholder disputes
- Intangible assets and royalty rate studies
- Closely held holding companies
- Fair value for financial reporting
Positioning the Future of Your AEC Firm
Mergers and acquisitions are one of the leading growth strategies for architecture, engineering, and construction firms. Whether you are considering buying or selling, securing a valuation is a critical step in the process. SN’s AEC Advisory team includes M&A experts who have been on both sides of the table for firms across the country.
- Exit options and succession planning
- Sale value and transaction structuring
- Buying a business and transaction structuring
- General corporate/owner planning
- Buy-sell agreement valuations and consulting
ESOP Compliance
Valuations are key to the operation of an employee stock ownership plan (ESOP). If your company is considering an ESOP, the fair market value impacts plan feasibility and structuring. Then, once an ESOP is formed, an annual valuation will be completed to determine a market price for the employee-owned shares. SN’s services include:
- Ensure compliance with ERISA, Department of Labor, and IRS requirements
- Perform initial ESOP analysis and implementation
Value-Related Consulting
SN’s Value Advisory team provides a full menu of consulting services for firms of all sizes including:
- Assistance in evaluating and negotiating company or stock-selling offers
- Litigation support for business and shareholder disputes
- Intangible assets and royalty rate studies
- Closely held holding companies
- Fair value for financial reporting
Featured Team
