AE Value Advisory Services
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 AE Value Advisory professionals partner with you to not only assess value but determine how to best manage it and protect it through the entire lifecycle of your business.
In addition to traditional business valuation services, we offer solutions designed to enhance the overall value of your AE firm. Whether you are considering a merger or acquisition, or seeking to improve firm business performance, our expertise provides knowledgeable, step by step guidance that takes into consideration the unique needs of your industry.
M&A Valuation for AE Firms
Positioning the Future of Your AE Firm
Mergers and acquisitions are one of the leading growth strategies for architecture and engineering firms. Whether you are considering buying or selling, securing a valuation is a critical step in the process. SN’s AE 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's
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 AE 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 AE Firm
Mergers and acquisitions are one of the leading growth strategies for architecture and engineering firms. Whether you are considering buying or selling, securing a valuation is a critical step in the process. SN’s AE 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 AE 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
