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60 Years of Advisory Excellence

Since 1982, members of Spaulding Financial have been providing professional consulting services to both domestic and international clients of all sizes. From strategic financial planning to valuation and result-driven value growth solutions, our purpose has always been to build efficient, intuitive, and data-driven analyses in support of our client’s goals.

By providing professional business valuation and related advisory services, we have managed valuation engagements involving entities ranging in size from start-ups and small closely held companies with under $1 million in revenue to multinational, publicly traded companies with revenues in the tens of billions. Engagements include financial reporting and compliance, mergers and acquisitions (including fairness and solvency opinions), corporate restructuring, leveraged buyouts, equity investments in early-stage companies, capital raising, estate and tax planning, employee stock ownership plan (ESOP) transactions, shareholder disputes and litigation support.

Spaulding Financial has performed valuation services for companies in all major industries and for innumerable purposes. Current and past enterprise, equity, IP, and derivatives valuations have involved cannabis and ancillaries, technology, aerospace and defense, energy and renewables, computer hardware and software, fintech, biotech and consumer technology, professional services, manufacturing and apparel, food and beverage, employee and professional staffing, healthcare including urgent care and telehealth, consumer packaged goods and retail.

With extensive experience in fair value determinations for corporate transactions and derivative securities, we help to resolve our clients fair value reporting issues with auditors, as well as with the Internal Revenue Service on valuation matters for income, gift and estate tax purposes. We will work with you to create a customized plan of action for your venture or organization.

Notable Engagements

Team

Dedication. Expertise. Passion.

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