• Corporate Planning

Adamy Valuation’s……………….

Adamy’s professionals ……………………………….

What is it

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Why it matters

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How we do this well

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As a successful executive, you have mastered the art of building a business through years of hard work and experience. But when it comes to making an acquisition or selling your business, you can’t afford to learn through trial and error.

When considering an acquisition or sale, even the most savvy executives can benefit from an objective, outside opinion. We draw on our transaction and valuation experience to help executives and business owners make some of the most important decisions of their careers.

Our frequent exposure to a wide variety of transactions, coupled with our objective approach provide clients with a level-headed, objective resource to rely on in making wise financial decisions in high-stakes mergers and acquisitions.

The most effective CFOs are constantly finding new ways of doing more with less. They leverage our capabilities and experience to meet the unpredictable and changing needs of their organizations.

Typical services include:

  • Market data and research
  • Benchmarking
  • Financial modeling
  • M&A support
  • ROI analysis
  • Fairness opinions
  • Solvency opinions
  • Crafting a presentation
  • Executive consultation
  • Outsourced solutions

Whether it is financial modeling, market research, a board presentation, or a second set of eyes, corporate executives tap into our talent and resources to get things done. Our role has been as formal as issuing an independent fairness opinion to the board, or as informal as running a math check on a financial model.

Extend your finance team’s capabilities by capitalizing on Adamy’s resources.

When an ESOP buys stock, is terminated, or the sponsor company is sold, a high degree of care must be taken by the trustee to ensure that the transaction is fair to the ESOP.

Top ESOP trustees are:

  • Savvy and diligent
  • Supported by reputable, seasoned valuation advisors

We draw on four decades of ESOP experience working with hundreds of ESOP companies in a broad swath of industries along with trustees, attorneys, and other professionals across the country.

We support our ESOP clients in the following ways:

  • Commitment to participation and leadership in the ESOP community
  • Responsive, high-touch service
  • Integrate collaboratively into the deal execution team

We are a go-to financial advisor for many of the nation’s top professional trustees.

Contact our Experts

    NICK ADAMY

    Managing Director
    616 284 3702
    nadamy@adamyvaluation.com

    JOHN SCHUMACHER

    Managing Director
    312 281 7528
    jschumacher@adamyvaluation.com