Business Valuation Consulting Financial Advisory Services

More Than 100 Industries

Since 1995, our valuation professionals have led business valuation consulting and financial advisory services in more than 100 industries, for public and private companies in the manufacturing, distribution, retail, and service sectors:

  • Abrasives, Fillers & Extenders
  • Art Dealing and Custom Framing
  • Assembled & Trained Workforces
  • Automated Manufacturing
  • Banking Third Party Financial Services
  • Broadcast Communications
  • Building Products
  • Business Process Outsourcing
  • Chemicals and Adhesives
  • Commercial Advertising
  • Computer Programming & Software Dvlp.
  • Consulting
  • Consumer Electronics Repair
  • Customer Lists
  • Data Processing & Hosting Services
  • DIY Porch Enclosures
  • Energy and Environmental Conservation
  • Electronics Manufacturing
  • Executive Search & Recruiting
  • Family Holding Companies
  • Financial Services & Banking
  • Food Processing
  • Food & Convenience Retail & Distribution
  • Gift and Hobby
  • Gym, Health & Fitness Clubs
  • Health and Beauty
  • Healthcare, Substance Abuse & Mental Health
  • HVAC Fabrication and Installation
  • Industrial Brands
  • Industrial Manufacturing
  • Instrumentation
  • Interior Design
  • Jewelry Retail & Manufacturing
  • Liquor Retail & Distribution
  • Media and Information
  • Medical Equipment Manufacturing
  • Metal Finishing & Electroplating
  • Musical Instrument Retailing
  • News & Content Syndication
  • Non Profit Organizations
  • Optical and Vision Care
  • Paint Manufacturing & Distribution
  • Petroleum Recycling & Distribution
  • Precious Metal Fabricated Components
  • Power Supply Manufacturing
  • Publishing & Printing
  • Real Estate Appraisal
  • Records & Information Management
  • Security, Rescue, First Responders
  • Stationery and Office Products
  • Taxi Cab & Limousine Services
  • Transportation and Distribution
  • Agriculture and Farming
  • Apparel Retail and Manufacturing
  • Asset Management & Investment Services
  • Automotive Mfg , Dist, & Retail
  • Bicycle Manufacturing & Retail
  • Building and Construction Services
  • Business Consulting
  • Business Services
  • Communications
  • Computer & Office Equipment
  • Conference Production
  • Consumer Electronics Retail & Distribution
  • Consumer Lending
  • Data Analytics & Reporting Services
  • Design Engineering
  • Educational Camps
  • Electrical Engineering & Contracting
  • Equity & Debt Securities
  • Exhibition & Special Event Management
  • Film and Entertainment
  • Fire Protection, Safety and Rescue
  • Food Service and Hospitality
  • Foreign Language Translation Services
  • Government, Purchasing and Defense
  • Hedge Funds & Fund of Fund Companies
  • Health Food & Drinks
  • Home Furnishings
  • Industrial Assembly
  • Industrial Abrasives
  • Information Technology
  • Intellectual Property
  • Investment and Family Offices
  • Lawn & Garden
  • Martial Arts
  • Medical Services
  • Medical Facility Design
  • Metal Wholesaling & Distribution
  • New Media and Internet Publishing
  • Non Compete Agreements
  • Oil Re-refining and Recycling
  • Packaging and Plastics
  • Pet Food Manufacturing & Distribution
  • Pharmaceutical Manufacturing
  • Pool Painting & Maintenance
  • Power Transmission & Distribution
  • Quarries & Mineral Extraction
  • Real Estate Development & Investments
  • Restaurant Management
  • Sports Retail & Distribution
  • Supplier Relationships
  • Telecommunications Reselling & Installation
  • Veterinary Medicine

The Axcess Group Case Studies

Since 2001, The Axcess Group has specialized in serving small business owners, high-net worth individuals, corporate executives, fiduciaries, and investors, and their legal, tax, audit, and transaction advisors. While each engagement is unique and afforded personalized attention, many of our clients return to us to address changing goals and objectives in their corporate or personal matters.

Sample TAG engagements include:

M&A Valuation Services

TAG provides valuation services for financial reporting to a financial services company that is expanding in the East Coast, Midwest, and Southeast. Our initial engagement related to the acquirer’s allocation of the purchase price to intangible assets and goodwill. Subsequent valuation engagements have served the client for goodwill impairment tests under FASB’s ASC 805 and 350 (formerly SFAS 141(R) and 142).

Acquisition & Divestitures Strategies

TAG has provided one-off purchase price development for sellers, including regional energy conservation companies, and ongoing market intelligence and valuation services to buyers, including a diversified private equity firm and non-profit organization in the health care industry. Our financial analysts and valuation professionals research, identify, and prioritize acquisition targets across the U.S., conduct financial modeling and valuation analysis, and contribute on varying levels to transaction negotiations and due diligence, as required by our clients.

Buy/Sell Transactions, Equity Compensation
and Shareholder Disputes

TAG has provided valuation services under the standards of fair market value and fair value for shareholder buyouts, equity compensation, and dissenting shareholder disputes. From the position of independent appraisers, our analysis involves a review of relevant terms of shareholder agreements; the company’s financial performance and potential changes due to specific triggering events; the valuation date and applicability of discounts for lack of control and lack of marketability; other relevant facts and circumstances identified by legal counsel, arbitrators, and reviewer of facts; as well as other factors.

ESOP Formation & Administration

TAG provides independent valuation services related to the formation, administration, and winding down of employee stock ownership plans (ESOPs). Our client engagements across the life stages of an ESOP serve ESOP fiduciaries by performing feasibility and sensitivity analysis, conducting annual valuations of ESOP shares, and developing fairness opinions on acquisition pricing.

Asset Protection

TAG is retained by legal and tax advisors of high net worth individuals, for estate and corporate planning purposes, for the formation or management of family limited partnerships, asset management companies, and hedge funds and other investment companies. Underlying assets include cash and equivalents; privately held or publicly traded securities, and franchise businesses; residential, commercial, or industrial real estate; corporate jet credits; promissory notes and various other assets and liabilities.

Marital Dissolution

TAG has experience in serving legal counsel, individual spouses or both spouses in valuing business interests for the division of marital assets. Sample engagements span various industries, from fractional interests in real estate holdings to internet start-ups, and from traditional manufacturing companies to high-end building and construction firms.

Estate Planning & Settlement

An active area of TAG’s valuation practice, particularly during economic downturns, is valuing interests and assets in family owned businesses. Sample engagements span various industries, from retail businesses in specialty apparel stores and restaurants to agriculture and farming businesses, and from business-to-business services in executive recruiting, printing and advertising to professional practices in primary care and veterinary medicine.