Valuation, Transaction, & Transformation

Brady Martz’s Valuation, Transaction, & Transformation team combines expert business valuation with strategic planning for transitions and transformations. Utilizing a blend of art and science, our CPA and Accredited in Business Valuation (ABV)-credentialed professionals offer accurate assessments to inform decisions and guide our clients through significant events. With more than 90 years of experience across North Dakota, Minnesota, and South Dakota, we tailor our services for estate planning, mergers, acquisitions, and more, ensuring personalized and actionable advice for every client.

Valuation

Understanding your business’s value is crucial for making informed financial decisions. At Brady Martz, we offer a fresh perspective tailored to you and your business. Our valuation services empower strategic decision-making with precise, insightful assessments of your business’s worth. Utilizing rigorous analysis and industry expertise, we provide valuations that support a broad spectrum of financial strategies, including mergers and acquisitions, and succession planning. Our team’s deep expertise and forward-thinking approach ensures that your valuation reflects not only the current state of your business but also positions you for future opportunities.

Brady Martz delivers thorough and professional services customized to individual needs, performing valuations for:

Transaction

When engaging in business transactions, objectives can extend beyond just securing the best terms and maximizing value. Other key goals often include ensuring a strategic fit, maintaining business continuity, safeguarding the well-being of employees and customers, and achieving long-term growth potential. Brady Martz’s transaction services are designed to address these multifaceted goals, offering a comprehensive suite of solutions tailored to navigate the complexities of each unique business transaction. Our transaction services are built around an integrated approach, utilizing exceptional negotiating, marketing skills, and innovative strategies, all tailored to meet your specific needs. This suite of services ensures a comprehensive support system through every step of the transaction process aimed at understanding and fulfilling your distinctive requirements.

Our transaction services include:

Integrated Approach with Investment Bankers and Business Brokers
Qualify of Earnings Reports
Buy-side and Sell-side Due Diligence
Pre- and Post-acquisition Services
Valuations
Working Capital Analysis
Transaction Structuring
Tax Structuring
Fractional CFO and Controller Services
Wealth Management Services

Transformation

Transformation is about guiding businesses through a journey of improvement to enhance cash flows and overall entity value often referred to as enterprise value enhancement. Brady Martz is dedicated to unlocking a business’s potential for growth, optimizing operational efficiencies, and increasing profitability. Through a strategic blend of analysis, innovation, and customized solutions, we aim to transform your business into a more valuable and competitive market player. Our approach is tailored to meet the unique challenges and opportunities of your business, ensuring sustainable success and enhanced enterprise value.

Our transformation services include:

Roadmap for Enhancing Value
Fractional CFO and Controller Services
Assess Financial Health and Value of Business to Identify Opportunities for Value Enhancement
Analyze Operations to Identify Cost Savings Opportunities
Review of Organizational Structure and Succession Plan
Identify Key Performance Indictors (KPIs)
Assist with Working Capital Optimization
Profit Margin Analysis
Benchmarking Analysis
Succession Planning
Identify Risk Factors