We provide comprehensive guidance on a variety of issues requiring independent and unique financial expertise. Our advisory services include evaluating complex transactions, establishing pricing for securities and intellectual property along with preparing business plans and financial forecasts.
Fairness and Solvency Opinions
Our advisors are experienced and act promptly to provide accurate valuation guidance to help our clients make informed business decisions. Often this requires that we recommend alternative transaction structures or strategies that ensure proper financial protection.
Caliber has the direct experience and track-record earned from providing countless opinions over 20+ years. We also lever our strong working relationships with industry professionals (CFOs, Investment Bankers, and Attorneys) to generate accurate and timely results.
We deploy our senior staff to assist private and public entities establish prices for buyouts and buy-ins, employee equity-compensation, ESOPs, dispute resolution, and regulatory and investor reporting. We have specific expertise in valuing intangible assets and securities such as: common stock, convertible and preferred equities, warrants, options, partnership interests and various debt instruments.
Financial Planning and Forecasting
We leverage our Big 4 experience and specialized resources to help mid-market clients manage the critical and daunting task of financial planning and forecasting.