Ownership Changes and Transaction Advisory Services

Are you contemplating buying or selling a business? Maybe you are considering taking on a new business partner/investor or merging your operations with another company. No matter what the desired transaction may look like, effective planning done in advance is critical.

Frank Kapitza & Associates, Essex County CPA firm, leverages its valuation expertise to assist clients in making sound business decisions in critical transactions. At Frank Kapitza & Associates we understand the complexity and uncertainty inherent in completing a deal, and we provide consistent, exceptional advisory services.

We have advised boards of directors, special committees, independent trustees, management and other ﬁduciaries of public and private companies on the ﬁnancial aspects of a transaction. Our independent advice will assist ﬁduciaries in fulﬁlling their duties and will withstand scrutiny, whether it is from shareholders, bondholders, the SEC, or a counterparty to the deal.

Transaction and Corporate Advisory

Solvency opinions for MBO and LBO transactions
Fairness opinions associated with going-private transactions
Purchase, sale, and joint venture advisement
Buy-Sell agreement valuations
Valuation of underperforming assets for disposition purposes
Merger exchange ratio determinations
Internal rate of return and cost of capital analyses
Pre-emptive purchase price allocations
Accretion / dilution models
Enterprise valuation
Industry research
Market multiple analyses