Financial Advisory

FMI's investment banking specialists offer a range of financial advisory services, including the following:

• Ownership Transfer
• Business Valuation
• ESOPs
• Acquisition Due Diligence

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. We define objectives and issues, explore alternatives, and develop a plan of ownership transfer with specific recommendations. FMI manages the implementation of the plan and coordinates with the client's advisors.

Business Valuations

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

ESOPs

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

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.