The McLean Group provides merger and acquisition, business valuation, and corporate finance services to middle-market businesses generating $10-500 million in revenues. Their business valuation practice complements their M&A work by providing valuations for transactions, financial reporting, equity plans, taxes, and other purposes. Their valuation team includes credentialed professionals like CPAs accredited in business valuation and certified valuation analysts. They have experience performing valuations for ESOPs, fairness opinions, litigation support, and public company financial reporting.
Partner in the firm's Corporate & Securities Group, Steven Weiss, presents 'Planning for a Liquidity Event' at AM&AA 2014 Summer Conference with Roger Schoenfeld from Cross Keys Capital.
“Evolve: Capturing Opportunities in Today’s Market” was the theme of Alliance of Merger & Acquisition Advisor’s (AM&AA) 2014 Conference. This presentation discusses preparing for a transaction, understanding the M&A process, choosing advisors, and more.
EY Valuation & Business Modelling - Luxembourg officeeyluxembourg
The need for transparent and robust valuations to support corporate transactions and to meet regulatory requirements has increased. Justifying the value of assets and liabilities has grown more complex and is increasingly critical for businesses. Our experienced valuation professionals ask the right questions and help you find the right answers.
Partner in the firm's Corporate & Securities Group, Steven Weiss, presents 'Planning for a Liquidity Event' at AM&AA 2014 Summer Conference with Roger Schoenfeld from Cross Keys Capital.
“Evolve: Capturing Opportunities in Today’s Market” was the theme of Alliance of Merger & Acquisition Advisor’s (AM&AA) 2014 Conference. This presentation discusses preparing for a transaction, understanding the M&A process, choosing advisors, and more.
EY Valuation & Business Modelling - Luxembourg officeeyluxembourg
The need for transparent and robust valuations to support corporate transactions and to meet regulatory requirements has increased. Justifying the value of assets and liabilities has grown more complex and is increasingly critical for businesses. Our experienced valuation professionals ask the right questions and help you find the right answers.
Expert Valuation and Support Services - Executive CompensationJames Reda
We have over one hundred years of experience in providing executive compensation consulting services and are qualified as experts in various United States courts. Our lead consultants have provided expert opinions to governmental agencies such as the IRS, SEC, DOL and DOD.
Presentation to the April 2012 American Gem Society Conclave on Business Valuation in connection with succession, gift and estate planning and buy/sell agreements
Business Valuation Principles for EntrepreneursBen Wann
This insightful presentation is designed to equip entrepreneurs with the essential knowledge and tools needed to accurately value their businesses. Understanding business valuation is crucial for making informed decisions, whether you're seeking investment, planning to sell, or simply want to gauge your company's worth.
Expert Valuation and Support Services - Executive CompensationJames Reda
We have over one hundred years of experience in providing executive compensation consulting services and are qualified as experts in various United States courts. Our lead consultants have provided expert opinions to governmental agencies such as the IRS, SEC, DOL and DOD.
Presentation to the April 2012 American Gem Society Conclave on Business Valuation in connection with succession, gift and estate planning and buy/sell agreements
Business Valuation Principles for EntrepreneursBen Wann
This insightful presentation is designed to equip entrepreneurs with the essential knowledge and tools needed to accurately value their businesses. Understanding business valuation is crucial for making informed decisions, whether you're seeking investment, planning to sell, or simply want to gauge your company's worth.
Business Valuations For Early Stage Companies by Hany Sewilam
Produced by ENTR "Silicon Valley" - 2020
Everything you must know about the business valuation process and how to discover the fair price for your early stage project
The CFO Squad: Flexible, Low Cost Outsourced CFO Services for Private and Pub...The CFO Squad, LLC
The CFO Squad is a premier provider of a wide range of outsourced accounting and financial business services to both private and public companies, designed to add significant value to a company’s financial health and performance through a low-risk, flexible cost structure. Clients can choose from a comprehensive suite of financial and administrative management solutions for their business. The CFO Squad has a team of seasoned professionals with over 100 years combined experience as public and private company CFOs, including diverse experience in SEC regulatory compliance and reporting, corporate finance, operations management, strategic planning, raising capital, managing and improving cash flow, and handling regulatory and compliance projects. Learn more at www.cfosquad.com.
1. McLean Valuation Services Group Valuation Services Overview The McLean Group | 6806 Fallsbrook Court, Suite 1 | Granite Bay, CA 95746
2.
3.
4.
5. The combination of our M&A perspective, valuation experience, and technical expertise benefits all of our business valuation clients. Our business valuation practice’s primary differentiators include: Technical Valuation Expertise The McLean Group’s professional team is composed of credentialed valuation professionals with technical valuation expertise, including: certified public accountants who are accredited in business valuation (CPA/ABVs), accredited senior appraisers (ASAs), and certified and accredited valuation analysts (CVAs and AVAs). M&A Perspective As a leading middle market investment bank, The McLean Group leverages its merger and acquisition transaction experience in performing formal business valuations. With access to various investment banking transaction databases and our hands-on transaction experience, our business valuations are performed from a market-oriented perspective. Valuation Experience The McLean Group has a breadth of experience in performing business valuations. Dennis Roberts, a nationally recognized speaker, business valuation instructor, and expert witness, plays an active role on all engagements. We also utilize The McLean Group’s senior investment bankers who can provide specific industry experience. Why Our BV Practice?
6.
7.
8.
9.
10.
11.
12. Dennis Roberts, CPA*/ABV, CVA Dennis Roberts is Chairman and co-founder of The McLean Group, LLC. He has more than 35 years of accounting and investment banking experience involving a multitude of transactions across a wide variety of industries and markets. Mr. Roberts is a Certified Valuation Analyst (“CVA”) and is Accredited in Business Valuation (“ABV”) by the American Institute of Certified Public Accountants. He teaches nationally for NACVA, lectures at various MBA programs, and writes on M&A, business valuation, and corporate finance to national audiences. He is a National Association of Securities Dealers (NASD) registered representative and firm principal (Series 7, 24, 28 and 63). Andy Smith, CPA/ABV, ASA, CVA, CMA Mr. Smith is the Managing Director of The McLean Group's business valuation practice. He has a broad background of experience, including public accounting, investment banking, and financial operations management. Mr. Smith is a Certified Public Accountant (“CPA”), Accredited in Business Valuation (“ABV”), Accredited Senior Appraiser (“ASA”), Certified Valuation Analyst (“CVA”), and Certified Management Accountant (“CMA”). He is a National Association of Securities Dealers (NASD) registered representative and financial and operations principal (Series 7, 28, and 63). He has also been an instructor with the National Association of Certified Valuation Analysts. *Formerly practicing. Business Valuation Practice Leadership
13. Neil Paschall, CPA/ABV/CFF, CVA, CFFA Neil Paschall is the Managing Director of The McLean Group's Northern California office in Granite Bay, CA and a partner in McLean Valuation Services Group. Neil has a broad financial management background including public accounting, financial executive for a Fortune 500 company, and president of a business valuation and investment banking firm. Neil is a widely known speaker and writer on business valuation and mergers and acquisitions and is presently co-teaching a four day course on mergers and acquisitions for the National Association of Certified Valuation Analysts. Neil is a Certified Public Accountant, Accredited in Business Valuation and Certified in Financial Forensics. He also holds Series 7 and Series 66 securities licenses. Neil has completed the Advanced Negotiation Program at Sanford University's Graduate School of Business and was a magna cum laude graduate of San Francisco State University in International Finance. Neil’s contact information is summarized below: The McLean Group LLC 6806 Fallsbrook Court, Suite 1 Granite Bay, CA 95746 916.929-0900 West Coast Presence
14.
15. The firm’s valuation experts have written several articles published in various trade publications. They also regularly provide business valuation seminars to the public and often guest lecture to various schools and other groups. Recent Articles Published
16. The McLean Group also maintains an extensive research library, which includes leading business valuation books, recent valuation articles, and business valuation research books, such as Mergerstatt and Ibbotson’s SBB&I. We also subscribe to several leading investment banking databases, including: Owned by Standard & Poors, the database provides extensive public company, industry, and private transaction research. Public company performance and valuation data can be automatically downloaded into spreadsheets. Includes detailed company and industry profiles , executive biographies, financial data , analyst reports , and business press coverage. It integrates business content from over 2,500 leading sources worldwide. IBIS World provides independent, comprehensive, and up to date research on over 700 industries, including statistics, analysis, and forecasts. It also offers reports on 8000 companies, as well as risk ratings on every industry. Includes transaction data of over 5,800 private companies in all industries. Includes transaction data of over 5,100 private companies in 640 industries. The transactions’ median selling price is $2.9 million. Includes industry and public company information. It contains selected financial information and ratios for about 10,000 companies the shares of which are traded on major market exchanges. Information is searchable by the SIC Code. Resources
21. Contact Information Neil Paschall, CPA/ABV/CFF, CVA, CFFA Partner, McLean Valuation Services Group LLC Managing Director, The McLean Group LLC [email_address] (916) 929-0900 The McLean Valuation Services Group, LLC 6806 Fallsbrook Court, Suite 1 Granite Bay, CA 95746 www.mcleanllc.com