Valuation
We provide full valuation services to private business for perpetuation and strategic planning purposes and can also provide expert advice on benchmarking practices to enhance long-term agency valuation.
We offer the following
valuation services:
Mergers & acquisitions
Gift / estate tax planning
Buy sell agreements / perpetuation planning
Equity compensation plans
Shareholder disputes
Transaction fairness opinions
ESOPs
Purchase price allocations / intangible asset valuation
M&A Advice
Are you considering selling your business? Are you considering buying a business? The process on either side can be more complex and challenging than you think.
Capital Raising
We assist in arranging the placement of corporate debt and equity, including private equity and venture capital.
CONTACT US
Ready to Navigate
Your Financial
Future?
Dowling Hales has developed a consistent reputation as the “advisor of choice” dedicated exclusively to the insurance sector.
Contact Us