Financial Advisory

FMI's Investment Banking practice offers a range of financial advisory services, including the following:

  • Acquisition Due Diligence
  • Business Valuation
  • Employee Stock Ownership Plans (ESOPs)
  • Ownership Transfer

Acquisition Due Diligence

During acquisition due diligence for its strategic and private equity clients, FMI works to uncover any risks, such as hidden liabilities and commitments, as well as opportunities associated with the target firm.

Business Valuations

FMI performs in-depth stock valuations for construction-industry firms. Reasons for valuations include estate and gift-tax planning, employee stock ownership plans, mergers and acquisitions, buy-sell agreements, marital dissolutions, stockholder disputes, business interruptions and bankruptcies.

Employee Stock Ownership Plan (ESOP)

In its financial advisory practice, FMI evaluates numerous methods for clients to transition ownership, including Employee Stock Ownership Plans. There are certain firms that have characteristics that make this plan attractive.

Ownership Transfer

In an ownership transfer project, FMI works to create a comprehensive plan that will successfully transfer ownership from one generation to the next. By defining objectives and issues, exploring alternatives, and developing a plan of ownership transfer with specific recommendations, FMI manages the implementation of the plan and coordinates with the client's advisors.

For more information about FMI's Financial Advisory services, please contact Will Hill at 303.398.7237 or Chris Daum at 919.785.9264.


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