Economists predict that baby boomers are likely to exit the workforce faster than millennials can grow into it. This presents a diverse range of situations: family-owned companies with no transition plans, mature owners seeking a smooth and beneficial sale, and everyday companies that have lost focus and are underperforming. BPM has been employed by lenders, investors and business owners at every stage in a company’s life cycle to find value, improve performance and ease transition.
BPM has been assisting companies for over 30 years by drawing on the strength of a full suite of professional and industry expertise. Our team of professionals comes from a variety of backgrounds with just one goal: to restore and enhance the value of our clients’ businesses in every situation. Remember, change can happen fast. If BPM is engaged early in the process, our clients have the highest likelihood of success and of achieving peace of mind.
Business Ownership Transition
Current circumstances have supercharged the opportunity for private business owners to create wealth from their business. More than ever, however, business owners seeking to “get out” must possess the skills to tell their story during a sale process. Having supported 500+ ownership transitions in the last six years, BPM's Business Ownership Transition team has the expertise to guide business owners through the entire deal process and transfer corporate wealth to the family. We enable sophisticated buyers to engage with sellers by employing a high level of business acumen through heightened credibility and visibility, improved financial reporting, and increased information flow.
BPM deepens our clients' understanding of investment opportunities by focusing on issues such as the integrity of EBITDA and cash flow, the key trends in revenue and profitability, and accounting procedures and controls. We understand due diligence reduces the risks of any transaction by providing tactical analysis to support strategic decisions. We review the quality of record keeping and operational systems. We also assess the appropriateness of asset values and potential liabilities that can impact pricing and negotiations. We have the experience and training to uncover opportunities and reduce surprises.
Valuations and Appraisals
BPM's comprehensive corporate valuation services meet all of the relevant IRS and FASB regulations, as well as GAAP protocols. Our accredited business valuation leaders also have highly-specialized industry expertise. As one of the top business valuation firms in Silicon Valley, our approach is hands-on and thorough. Our valuation work has been used for 409a valuations, intellectual property determination, fair value measurements under ASC 820, purchase price allocations (ASC 805) and stock option issuance.
Turnaround & Restructuring
BPM assesses your company to determine where you currently stand. We treat your company like a clean sheet, starting from scratch. We then make recommendations for divestments of certain subsidiaries or product lines to increase profitability. Or, we recommend better capital structures and walk you through the process of getting there; our expertise includes negotiating with both lenders and equity sources. We are also experienced analysts of corporate governance and board composition. Transformation, project management and organizational redesign – all things you can expect with BPM.
Corporate Dispute Resolution
BPM recognizes that when corporate disputes arise, either from external circumstances or internal matters, business leaders want to resolve the situation quickly, accurately and efficiently. Our deep expertise in forensic accounting, litigation support and mediated settlements allows us to contribute towards fair settlements and good outcomes for our clients. The uncertainty of corporate disputes can never be fully mitigated. The professionals at BPM can help bring peace of mind as resolutions are sought.