Advisory
We help middle market companies navigate the risk and complexity involved when working to measure and grow value, and the challenges of reaching the next performance level.
HRA’s advisory clients are guided by our 20 years of experience helping private companies quantify, protect, and accelerate business wealth and value.
We could be the right fit for you:
Do you need higher confidence in a valuation?
Are you interested in an efficient and effective valuation project?
Are you unable to spend the time needed for rapid progress and value creation?
Will an experienced resource save time, effort, and dollars and leverage strategy execution?
FAQS
-
Yes. For two decades, we have prepared valuation opinions for the IRS, accounting and regulatory compliance, and federal and state court. Valuation opinions are prepared under the Accredited Senior Appraiser business valuation credential and meet the professional standards of USPAP and SSVS. A professional CV is available upon request.
-
Yes. Your project will reflect up to date understanding of appropriate AI capabilities, and AI-enabled workstreams.
-
Yes. We draw on experience from decades as a leader and principal with two established U.S. firm’s valuation and advisory practice serving private middle market companies.
-
Yes. In HRA’s strategy advisory approach, management alignment and change leadership runs within a successful value-creation execution.
-
Yes. Valuation forms the critical underpinning throughout any value creation strategy. This applies both in wealth planning and driving business outcomes to reflect a durable and healthy business.
Capabilities
Access extensive background preparing reliable USPAP IRS-qualified valuation experience performed as a Senior Accredited Appraiser - Business Valuation for valuation opinions.
Leverage deep experience in valuations, and business and financial models for M&A/transaction, strategic growth, exit planning, and management/diligence.
Valuation
Turn your most important business goals into realities.
Evaluate your exit, succession and strategic options
Protect and transfer business wealth and value
Execute effective change leadership
Recognize that informed leaders make better leaders.
Apply our insights on business models
Achieve the objectives in your strategy
Invest resources where feasible
Source needed capital
Enhance your leadership team’s alignment and productivity
Gain confidence in your actions influencing value.
Revenue-building
Margin expansion
Internal, organic growth opportunities
External, inorganic M&A
Optimizing cash flow and growth capital
Value Creation
Selected Clients/Industries
PE portfolio companies
Family business and offices
Manufacturing
Construction and building products
Services-based businesses, including financial services
Consumer-branded
Digital
Technology and software
E-commerce
Health/medical technology, telehealth and services
Healthcare providers
Health/medical device and equipment
Distributors
Food manufacturing and processing