Case Studies

The Situation

What's My Company Worth?

A consumer products company was enjoying excellent sales growth and profits, but that growth was forcing the founder to make significant changes to the company such as adding management staff, acquiring new manufacturing capacity and equipment, and taking on additional debt. The whole nature of the company was changing, and he wasn’t sure if he liked it. To help him assess his options, he thought it would be helpful to see what his company was worth.

The Alpha Omega Solution

Alpha Omega conducted an extensive analysis of the company and the industry and determined the market value of the company. The analysis included a thorough review of the company’s financial performance, analyses of the industry, customers, vendors, and recent mergers and acquisitions. The Alpha Omega team also measured the risk factors that affected the company’s value, what would be required to continue the company’s expansion, and how those items would affect value over time.

The Results

The client was able to learn the value of his company and then compare that value against what he would have to do and invest to obtain a higher value in the future. After weighing those options and the risks associated with each, the client decided that the best option for him was to sell the company. Six months after receiving the valuation, he engaged Alpha Omega to sell the company, which Alpha Omega did.

Disclaimer

All project history examples are guaranteed factual. In some cases, names of companies are excluded at the request of the client or can only be disclosed after execution of a non-disclosure agreement acceptable to the client.