ATERPTM PLAN
Business Transition Planning
Merger & Acquisition Planning

Nonqualified Benefit Planning

Qualified Benefit Planning
Estate, Income, & Asset Protection Planning
Insurance Protection Planning
Capital Asset Management
Group Benefits
 
 

Merger & Acquisitions Planning


The Valens Group provides specialized M&A services focused exclusively on privately-held businesses. We not only have extensive knowledge and experience, but we also have direct channels to private equity and maintain ongoing relationships with other middle market investment banking specialists.

The services we provide include:

 

Capital Market Analysis – determine realistic expectation of market value
     
  Negotiate and structure tax-efficient transactions including:
    Strategic Sale
    Recapitalization
    Acquisition Strategy
    Divestitures
    Share Repurchase Programs
     
  Structure and internal arrangement where management or family acquires the stock
  Analysis of Employee Stock Ownership Plan (ESOP)
     
  Find financing sources including nontraditional alternatives:
    Growth Capital
    Subordinated/Mezzanine Debt
    Private Equity

Our experience of successes and the satisfaction of our clients in these areas is something we would be proud to share with you. Please contact us for a free no obligation consultation.

For more information on The Valens Groups' Merger & Acquisition Planning, please call us at 856-234-3338 or email us at: contact@valensgroup.net