Corporate Value Services is a management consultancy offering comprehensive services in value-based business planning and financial analysis to the corporate finance and money management communities.

• Proactive value analysis and planning for company management and boards of directors: Value Governance
• Screening, company and portfolio analysis, value-based strategies and exit planning for activist investors, PIPEs and other private equity approaches: Value Investing

Whether you are a corporate officer, director, activist investor or other breed of equity investor, to represent the interests of your prime constituency you should have:

1. A valid estimate of the current warranted value contributions of every business in the portfolio, and the value prospects inherent in their plans; and
2. A clear perspective of what priorities and plans are the most important from a value perspective...the value drivers 

Managers and Directors: Preempt a battle for control

Adopt proactive value-creating decision making. Make corporate governance more than just avoiding gross improprieties and reporting accurate GAAP numbers. Don't encourage activist investors by not properly managing for value...short-term and long-term, and end up trying to protect yourselves with legal maneuvering.

Activist Investors & Fund Managers: Find the best targets and the best ways to unlock value

Understand the underlying competitive position and performance economics which drive the company's current and prospective value. Avoid the wrong campaigns and have a high probability value-enhancing game plan when you get involved. Why embark on a critical mission  without getting an expert second opinion?

Buy Side / Sell Side

Whether you are the company (the sell-side) or the existing or potential investor (the buy-side), we can help you understand where the value lies today and where the best value prospects exist.

If you are addressing the prospective value implications of your decisions based upon shorthand valuation surrogates such as EBITDA or revenue multiples, you are likely adding unnecessary risks. Every year billions of  dollars in corporate resources are used to fund value-depleting plans. Every year annual reports are published with no clear message of what the company value creation challenges are, and how they will be met. Many times M&A is pursued without unbiased value-based decision metrics. Clean GAAP reporting and compliance is just the beginning of good governance practices.

Corporate Value Services provides the foundation for value based corporate governance practices. You can outsource an annual or quarterly value-audit of achieved and forecast business performance for the whole company, and by business unit. You can have expert analysis of the value implications of specific corporate development initiatives, without the investment bankers' agenda built in. You can have a Chief Value Officer on call.

Money managers can augment performance via a range of consulting services, joint ventures or the licensing of the latest equity valuation software developed by LifeCycle Returns, Inc.

Contact us to see how we can help you to clarify your value creation challenges and to craft creative value solutions.