| Strategic Equity Group provides transaction advisory services when businesses are undergoing some type of ownership transition. Our services extend to the following areas:
- Merger and acquisition advisory, including sell side representation and acquisition search
- Financial reporting, SEC, and IRS compliance, including financial opinions to comply with SFAS 141, 142, 123R, IRC Rule 409 (a) and others
- Business valuations, fairness, and other financial opinions, including support for the fairness or reasonableness of a transaction in connection with the transfer of various types of securities in a sale, recapitalization, merger, gift, or other transfer of ownership
- Employee Stock Ownership Plan (“ESOP”) formation and valuation
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