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Consulting

Businesses in Transition

Duvall & Associates, Inc. is truly unique among Miami Valley financial firms in its ability to service businesses in complex states of transition such as start-ups, merger & acquisition, management/owner consulting and succession, and turnaround & insolvency.

This accounting firm has unrivaled experience in dealing with companies in these transitory states of their lives and has the documented credentials necessary to understand, analyze and respond to the peculiar needs of these situations. The CPA firm also has the special ability to adapt and tailor services to meet the quickly changing events which evolve with such client companies.

START-UP COMPANIES

Having begun its own operations on a dining room table 25 years ago, Duvall's understands and is empathetic to the concerns of the entrepreneur starting a new business. Support services for new business include:

Raising debt & equity capital

Accounting & systems & financial management tools

Business plans & cash flow projections

Management consulting

Duvall's has been active in the Dayton community in helping new entrepreneurs and was one of the sponsors & mentors of the Dayton Chamber of Commerce CEO Program for over 20 years.

MERGERS & ACQUISITIONS

Duvall & Associates, Inc. is widely recognized as the premier advisor to Miami Valley businesses in the mergers & acquisitions (M & A) stage of their lives.

Duvall's can service all of your M & A financial needs from simple accounting to complex tax consulting and development of business plan prospectuses. Alan Duvall's legal background & experience enables the firm to effectively consult & help negotiate key business transactions.

The valuation of your business can be readily accommodated by Duvall's outstanding team of four Certified Valuation Analysts who boast over 30 years experience and appraise over 70 businesses per year.

Buyer, equity & financing services are also offered to make Duvall's truly a "one-stop shop" in the Mergers & Acquisition financial arena.

SUCCESSION PLANNING

Planning for business owner succession requires professional experience and education. The business team at Duvall & Associates, Inc. excels in its abilities to analyze and negotiate succession plans which insure business continuity as well as secure liquidity for departing owners.

Succession solutions can involve Employee Stock Options, Employee Stock Ownership Plans (ESOP's), Phantom Stock Plans and/or Owner Buy-sell Agreements. Innovative solutions are aggressively pursued for these most unique & pivotal business periods of transition.

Advisory services include financial & tax planning, plan structure, document analysis, business valuation, management consulting and estate planning.

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