Business Advisory
Strategic Advisory
We assist management in the preparation of realistic business and strategic plans. The business plan is a guide for the organization and the primary method of communicating with many constituencies. Also, we develop monitoring tools to assure that management measures performance against plan and modifies the plan as conditions change. We participate in periodic reviews with management and the Boards of Directors.
At times, organizations face challenging situations or lenders need help resolving problem loans. Both borrowers and creditors need expertise which may not be available within either organization. We bring a team of experienced professionals who identify key areas requiring change. Together with management, we develop proactive plans for rapid change to facilitate a turn-around. In addition, we work with lenders and other interested parties to structure solutions to the major issues facing the business. In some cases, we will assist in the merger or sale of the business as an appropriate option for the company. Our approach is comprehensive and intense.
We offer a broad range of insurance consulting and risk analysis services. We design self-insurance alternatives, establish specialized insurance coverage and provide detailed analysis of on-going programs. We also assist in the design, evaluation, marketing and audits of new and existing programs. We advise organisations regarding self-employment and independent contractor issues.
Investment Banking
SHG offers exceptional depth of experience in mergers, acquisitions, divestitures, management and leveraged buyouts, recapitalizations and other strategic corporate transactions. We have proven expertise in each stage of a transaction, including the identification of potential acquisitions, optimal "packaging" of a client for a transaction, preparation of a client for meetings, structuring of merger and sale transactions and negotiation of sale and purchase terms. Services include due diligence, valuation analysis of client and target companies, introductions to underwriters and sources of funding, as well as negotiation assistance throughout the process. All transactional work is done through our affiliated broker-dealer Avalon Securities, LTD.
We analyze your equity and debt structure and recommend practical options based on our analysis of financial statements and projections. We have successfully developed, recommended and assisted with implementation of unique options for many of our clients. We have created total financing strategy blends for each client, bringing together equity, private placements and a combination of public offerings, private placements, conventional lending, and bridge loans, to achieve the objectives of our clients.
Business Valuations
Our valuation services focus primarily on valuations of private and closely held mid-market businesses. We develop valuations for:
• Potential sale or purchase of businesses• Feasibility of ESOPs and annual ESOP valuation
• Sale and/or repurchase of shares of stock
• Estate planning
• Fairness Opinions
Our work generally includes a comprehensive operational and financial review. In addition, we utilize a number of sophisticated databases to access inhformation for developing analyses, both quantitative and qualitative, to support our opinions of value.