Services
Understand Value. Realize Value.
Two disciplines, one team. Cornerstone Valuation tells you what your business is worth and why. Windward Advisors helps you realize that value through a sale, an acquisition or a capital raise. Our planning work connects the two.
Understand Value
Valuation Services
Independent, credentialed valuations for transactions, tax, reporting and litigation.
Realize Value
Transaction Advisory
Selling, buying and raising capital, from preparation through closing.
Plan Ahead
Growth & Exit Planning
Building value and preparing for an exit or ownership transition.
Understand Value · Valuation Services
Independent valuations built to hold up.
Every valuation lead holds the ABV, the CVA or both, and our team pairs those credentials with advanced degrees in finance. Each engagement is scoped to its purpose and documented so the conclusion can be followed and tested.
Visit Cornerstone Valuation →
Transactions
Values that support buying, selling and financing a business.
Mergers & acquisitions
Buy-sell agreements
Financing transactions
Fairness opinions
Tax Reporting
Defensible values for gifting and estate planning.
Gift & estate
Charitable contributions
Financial Reporting
Fair value work that satisfies auditors.
Purchase price allocation
Goodwill assessment
Fair value reporting
Litigation
Independent analysis and expert testimony.
Marital disputes
Shareholder disputes
Lost value claims
Expert witness testimony
Corporate Planning
Valuation as a management tool.
Value improvement
Project and joint venture viability
Other
Specialized engagements.
Financial asset valuation
ESOPs
Judicial dissolutions
More on independent valuations →
Realize Value · Transaction Advisory
Transactions run with discipline.
Our deal team brings more than 100 years of combined experience as lenders, bankers, CPAs and operators. We represent owners on the sell side and companies on the buy side, and arrange the capital that makes deals and growth possible.
Visit Windward Advisors →
Sell-Side Representation
Exclusive representation of owners selling all or part of their company, run as a confidential, competitive process.
Readiness and valuation before going to market
Marketing materials and a targeted buyer list
Negotiation of price and structure
Due diligence management through closing
Thinking about selling →
Buy-Side Representation
Acquisition search and execution for companies growing through acquisition, including outsourced corporate development.
Acquisition criteria and candidate research
Confidential outreach and qualification
Valuation, letters of intent and negotiation
Due diligence coordination and closing
Capital Raising
Debt and equity to fund growth, acquisitions, recapitalizations and ownership changes.
Senior and structured debt
Equity and private equity partners
Recapitalizations
Offer Evaluation
An objective second look before you respond to an unsolicited offer.
Price and terms benchmarked against an independent valuation
Options to negotiate, compete or decline
Formal fairness opinions when needed
I’ve received an offer →
Plan Ahead · Growth & Exit Planning
The best outcomes are planned years ahead.
Valuation and deal experience together let us show you what your business is worth today, what would make it worth more and how to get the outcome you want when the time comes.
Exit Planning
Know your options, your timing and your number well before you need them.
Exit options and timing
Readiness assessment
Coordination with your CPA, attorney and wealth advisor
I’ve received an offer →
Value Building
Identify the drivers that build value and the risks that hold it back, then measure progress.
Baseline valuation
The eight value drivers and transferability
Multiple IQ diagnostic (coming soon)
I’ve received an offer →
Ownership Transitions
Transfers to family, partners or management on fair, workable terms.
Independent value all parties can rely on
Staged buyouts, seller financing and ESOPs
Buy-sell agreement guidance
I’ve received an offer →
How We Work Together
One team from the first valuation to the closing table.
01
Value grounds every decision
An independent view of value comes first, so pricing, timing and structure rest on evidence rather than hope.
02
No handoffs between firms
The people who value your business work beside the people who negotiate the deal, so nothing gets lost in translation.
03
Your advisors stay in the loop
We coordinate with your attorney, CPA and wealth advisor throughout, so strategy and execution move as one plan.
Where To Start
Start with your situation.
I want to know what my business is worth
I'm thinking about selling
I've received an offer
I want to grow enterprise value
I need help with an ownership transition
I need an independent valuation
Let’s Talk
Not Sure Which Service You Need?
That’s what the first conversation is for. Tell us where you are, and we’ll help you sort out the right next step.
Confidential
Your information is always protected.
No Obligation
An open conversation with no pressure.
Focused on You
Guidance tailored to your goals and situation.
Mergers, acquisitions and business valuation for middle-market business owners.