Our strategic advisory expertise resides in the cross-section of industry wisdom and transactional experience.
We provide support for your business transactions by analyzing data, maximizing shareholder value, and helping you navigate:
- LTransaction support services
- LCorporation finance valuations
- LStrategic partnerships and joint ventures
Here’s how else our strategic advisory services can help you:
Exit Planning
We helped shape the Seven Step Exit Planning Process™, which is considered best practice for business owners seeking to build value and prepare for a smooth business transfer. When combined with our Grow Fast Exit Profitability system, you get a focused plan tailored to your objectives.
Strategic Advisory Valuation Services
Receive the most comprehensive, analytical, timely valuation services possible. As business owners, members of boards of directors, trustees, and members of special committees, we provide valuable services for:
- Exit planning
- Strategic planning
- Mergers and acquisitions
- Shareholder redemptions
- Expert testimony
- Compensation planning
- Fairness opinions and analysis
- Estate and gift tax planning
- Shareholder liquidity
Restructuring and Special Situations
Restructuring and special situations often require timely, flexible, and creative solutions to evaluate multiple options and preserve value. Our experts help you navigate through tough times, and advise on complex financial matters, including debt restructuring or refinance, cash management, shareholder disputes, bankruptcy and many other difficult situations.
JD Merit leverages our relationships with global financial institutions and various capital providers to ensure you have an abundance of options.
We also provide company and creditor advisory services:
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