Strategic Advisory

FINANCIAL VALUATIONS, FAIRNESS OPINIONS AND SRPS

Tobin & Company has been lauded by both clients and competitors for its business valuations and fairness opinions for boards of directors, business owners and/or their professional advisors. Our experience spans from working with small privately held companies to large public corporations. We help clients determine which valuation service best meets their needs and deliver a thorough, professional report.

Financial Model and Calculations: Each valuation engagement utilizes Tobin & Co.’s sophisticated financial models. We use a variety of widely accepted valuation approaches in our analysis, incorporating the latest in techniques while noting required trends.

Valuation Reports: Tobin & Co. provides comprehensive, narrative reports incorporating both financial analyses and qualitative points. The report provides a logical progression clearly communicating pertinent information, valuation methods and conclusions. Our thorough conclusion details all material factors relevant to the opinion. This engagement is appropriate when a client desires a professional, independent estimate of business value but does not require a formal opinion.

Fairness Opinions: Tobin’s fairness opinions are comprehensive, narrative reports communicating our independent opinion of the value of a business interest for the benefit of outside constituents. We represent our client’s best interest beginning with initiating negotiations, through due diligence and finally to consummation of a transaction.

Shareholder Rights Plans: Tobin & Company advises and prepares clients for potential unsolicited acquisition attempts. In helping boards develop a takeover defense strategy, the firm advises clients on the potential impact that the creation or extension of a plan has on shareholder value and provides recommendations regarding the exercise price for the plan. Tobin & Company also conducts a market analysis of the client’s susceptibility to a takeover attempt.