Highland Global’s professionals have written various articles
regarding corporate growth strategies, exit planning, and
business appraisals. Our extensive network and library of
resources provide our team with the information needed to
successfully complete our clients’ assignments.
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Case Studies
Global Communications: Wealth creation versus wealth
destruction should be regularly monitored in the
transgenerational family business.
Isis Rental Management: An ESOP is an alternative for
company owners seeking liquidity. A competent valuation is
a key element of the ESOP process.
JNC Shipping Corporation: Strong Corporate Governance and
communication are important for creating and maintaining value
in a family-controlled enterprise.
Morpheus Aerospace: "Demand capital" versus "patient
capital" is an important factor in the investment decisions of
family and closely held companies.
Patriot Industries: Company value should be revisited
regularly and underperforming assets should be improved or
divested.
The
Canteen: A valuation sometimes identifies underperforming
operations, thus alerting the prospective acquirer to potential
issues to be addressed.
The Flower Shoppe: A valuation before the transaction
would have highlighted large non-recurring revenues, thus
averting the crisis that ensued after the acquisition.
Triumvirate Industries: Companies that excel at the seven
attributes of businesses that have created transgenerational
wealth are in a better position to create value for their
shareholders.
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Value
Highlights
Highland Global's Newsletter
Highland Global periodically compiles a newsletter
discussing various business valuation issues that may impact
the value of a firm as well as other strategy, finance, and
valuation news that may be relevant to the valuation
profession, other professionals, and our clients.
August 2007
September 2006
March
2006
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Family Limited Partnerships:
Discount Statistics of
Closed-end Funds
Selecting an appropriate discount
applicable to minority
interests in family limited partnerships is a challenge for
financial analysts and business appraisers. The assumptions
that the analyst makes
are particularly important and may
come under intense scrutiny should the valuation be challenged by the IRS or
the Tax Courts.
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