Client User Manuals

Client User Manual - Onboarding

an introduction to firm advisory + what we look for in client relationships + how we engage with clients + how we onboard clients

Client User Manual

Client User Manual - Business Valuation

why and when to get your business valued + how to choose a business valuation professional + how we support business valuation clients

Client User Manual

Client User Manual - Business Buyer

what to look for in a transaction professional + how we support business buyers

Client User Manual

Client User Manual - Business Seller

what to look for in a transaction professional + how we support business sellers

Client User Manual

Client User Manual - Business Turnaround

how we support business turnarounds

Knowledge Library

Knowledge Library - Business Valuation

the 8 factors that drive business value + valuation principles and approaches explained + valuation engagement parameters + valuation related adjustments to the financial statements + the dynamics of control and its impact on business value