The VP of Operations for a $100MM construction services company had been presented a "term sheet" by the Company President after several years of discussions about buying his interest in the company. He first turned to his accountant, who suggested he obtain an independent valuation and review of the business. After further research and discussion with attorneys and others, he realized no single firm would be able to provide the broad spectrum of expertise needed to handle such a complex transaction.

A trusted advisor referred the VP to The C&H Group. C&H was engaged to provide an independent valuation of the business and consulting services to identify the strengths and weaknesses of the deal structure as well as to assist with negotiations of the proposed deal.

Details included:

• Performed in-depth due diligence and analyzed the Company and affiliated companies financial results with an emphasis on risk assessment related to historical intercompany transactions, bonding and debt structure.

• Provided an independent valuation of the business that resulted in a purchase price that was substantially different than the owner's term sheet offer.

• Prepared multiple financial and cash flow projections to support various scenarios considered through out the negotiations.

• Participated in negotiation reviews and strategy sessions with client and his attorney.
  

The C&H Group facilitated a Buy/Sell Agreement and recommended an alternative purchase structure that met both the client's personal and business objectives and the seller's needs.

"They (C&H) had a big influence on the price and terms of sale.
I can easily say their influence saved me some big dollars."
-Owner