AVS Capital Solutions is committed to assisting companies and individuals:

Generating Business Value

Sell and Acquire Businesses

Raise Equity and Debt Capital

Evaluate Strategic Alternatives

We focus on companies with revenues between $5 million and $150 million. Our expertise includes numerous industry sectors and represents a wide range of  businesses. We work with you to choose the strategy that best fits your personal and business objectives. We provide senior-level industry experience combined with proprietary knowledge and systems research, and a global network of financial partners to deliver results.

Strategies That Work

Mergers & Acquisitions

Mergers and acquisitions are a critical part of a company’s growth strategy. Buyers seek growth opportunities by acquiring market share technology and talented personnel. Selling is more of a founders financial decision that is related to retirement or a desire to shed ancillary divisions to focus on core competencies. Whatever the motivation, M&A activities are key drivers for achieving strategic and financial goals.

Yet, many executives at these firms lack significant experience negotiating deals. Our team minimizes risks by identifying potential issues and forming a strategy that fits your objectives. We emphasize becoming “deal-ready” so that when an opportunity presents itself, you will avoid most obstacles and be better equipped to successfully conclude the transaction.

Pre-Deal Support & Analysis

Our team provides you the pre-deal scrutiny designed to address and quantify key drivers of value and get you “deal-ready”. Transaction planning is key in developing a successful strategy, especially in these volatile times. We make sure your company is ready to withstand the scrutiny of buyer due diligence so that risks are minimized. Axiom has significant experience in the valuation of privately held businesses and assets across a wide range of industries. We perform an in-depth analysis of the business, evaluate industry trends, and determine the range of value.

Sell-Side Support

We take the time to understand your business and key value drivers in order to identify strategic buyers and maximize enterprise value. We have valued businesses across many industries and can analyze your company efficiently to advise you on the likely range of value. We prepare a thorough business memorandum which presents your history and story in a reasoned manner.

Buy-Side Support

Acquiring a business is a complex process. Typical due diligence centers on accounting and finance, IT, income taxes, and operational items. Our team can assist you in identifying and mitigating potential risks as well as planning for integration and post-acquisition improvement initiatives.

Quality of Earnings (Buy-Side/Sell-Side)

Our team has the experience and knowledge to identify and understand the critical factors that drive valuation which can assist you in your negotiation process. Our procedures are tailored to each project and consider industry and company risk. We look beyond the historical data to provide you with insights into trends that affect future performance.

Fairness & Solvency Opinions

A fairness opinion is the result of a comprehensive analysis that includes a thorough review of the terms and structure regarding acquisitions, divestitures, management buyouts and similar major tranasactions. Axiom has the expertise and resources necessary to provide the assurance of fairness to participants that these types of deals require.

Case Studies - Redacted Examples

Fairness Opinion
Sell Side Support
Quality of Earnings

Stan J. Feldman
Chairman and Co-Founder

Stan is the chief valuation officer for the company, and has overall responsibility for the company’s signed valuation reports and for the company’s valuation analysis systems. He directly manages the company’s valuations for financial reporting and fair value projects.

Stan has consulting and academic experience in the valuation of privately held and publicly traded firms, along with extensive real world experience. He is an expert in the valuation of complex financial securities, including thinly traded equity and fixed income instruments, and public and privately held businesses. He helped to draft FAS 157 (now Topic 820), the fair value standard, as a member of the Financial Accounting Standards Board’s (FASB) Valuation Resources Group, an external advisory committee on valuation issues.

Stan received a B.A. in Economics from the City University of New York, Hunter College, a M.A. in Economics from the New School for Social Research, and a Ph.D. in Economics from New York University.

More About Stan

sfeldman@axiomvaluation.com

Stan Feldman on LinkedIn

Roger M. Winsby
President and Co-founder

Roger is a business valuation expert with over 15 years of experience working with small and mid-size companies across all industries. Roger helps clients understand not only how much a business is worth, but also why and how they can improve the value. He is the company’s principal analyst in most certified business valuations and for the Value Estimate Service. Roger has directed over 2,500 valuation assignments over the last several years, covering a wide array of industries and geographical markets . The companies valued have ranged from firms with under $1 million in sales to firms with over $1 billion in sales. Roger serves as a valuation mediator where the parties agree to working with one valuation expert. Roger also has overall responsibility for Axiom Valuation operations. He manages the company’s finances, marketing, human resources, and technology infrastructure.

Roger is a Certified Machinery and Equipment Appraiser through the National Equipment and Business Builders Institute, www.nebbi.org, and is a member of the Society of Business Analysts. Roger received a B.A. in Economics, summa cum laude, from Claremont McKenna College. He successfully completed the first year of Harvard Law School, before deciding to focus on economic and financial analysis. He attended the McGraw-Hill Management School program taught by Harvard Business School professors. He also attended the Global Marketing Executive Education program of the Kellogg School (Northwestern University).

rwinsby@axiomvaluation.com

Roger Winsby on LinkedIn

John Byrne
CPA/ABV Managing Director

John M. Byrne is a Certified Public Accountant with over 30 years experience. He has practiced with local and regional CPA firms where he provided business valuation services required for M&A transactions, financial reporting, income tax compliance, litigation, bankruptcy, and shareholder disputes. John has also participated in numerous due diligence and transaction advisory services providing expertise in strategic value and quality of earnings. Prior to joining Axiom, John was with a national healthcare company serving as the subject matter expert on fair value related to business combinations and related intangible asset valuations. John’s experience includes assignments involving intangible asset valuation and purchase price allocation, goodwill impairment analysis, convertible debt and other complex financial instruments. In addition to his valuation background, John has planned, supervised, and performed audits for both SEC and privately owned companies operating in various industries including software and technology, manufacturing and distribution, construction, lodging and hospitality, multi-family housing, and professional service firms. John’s unique blend of accounting and financial reporting, combined with his understanding of valuation theory and application, provides an integrated approach to delivering value to clients.

John received a bachelor’s degree from Ohio University, and a master’s degree in accounting and Financial Information Systems from Cleveland State University. John has served as a seminar leader for various state and local bar associations’ continuing legal education programs, lecturing on various business appraisal topics and exit planning strategies. He is a member of the American Institute of Certified Public Accountants, the Arizona Society of Certified Public Accountants, and the American Society of Appraisers. John received the Accredited in Business Valuation designation (ABV) awarded by the AICPA in 1998. In his spare time, he enjoys outdoor activities including biking and tennis.

More About John

jbyrne@axiomvaluation.com

John Byrne on LinkedIn

Vusani Moyo
Managing Director, South Africa

Vusani is the company’s valuation and financial modelling expert in South Africa. He specialises in the valuation of small to large private companies operating in various industries. His previous advisory experience includes strategy development, corporate finance, mergers & acquisitions, valuations, financial modelling, due diligence reviews as well as financial and treasury management.

Vusani is a Chartered Certified Accountant, a Chartered Management Accountant and an ICAEW-Chartered Accountant. He holds an ACCA Public Practicing Certificate and has over 18 years of experience in financial management and financial reporting. Vusani is the company’s valuation and financial modelling expert in South Africa. He specializes in the valuation of small to large private companies operating in various industries. His previous advisory experience includes strategy development, corporate finance, mergers & acquisitions, valuations, financial modelling, due diligence reviews as well as financial and treasury management.

Vusani is a fellow member of both the Association of Chartered Certified Accountants and the Chartered Institute of Management Accountants. He is a also a member of the Institute of Chartered Accountants in England and Wales. In addition, he also holds a Doctor of Philosophy (PhD) degree in Financial Management Sciences from the University of Pretoria, a Master of Business Administration (MBA) in Finance degree from the University of Manchester as well as a Master of Science (MSc) in Finance degree from the University of Leicester.

More About Vusani

vusani.moyo@axiomvaluation.co.za

Vusani Moyo on LinkedIn

Corporate Headquarters

AVS Capital Solutions

201 Edgewater Drive, Suite 255

Wakefield, MA 01880-6216

Telephone: (781) 486-0100

Free (US): +(800) 477-8258

Fax: +(866) 615-3411

E-mail: info@axiomvaluation.com

Arizona Office

AVS Capital Solutions

9375 East Shea Boulevard, Suite 100

Scottsdale, AZ 85260

Telephone: +(480) 579-4688

E-mail: info@axiomvaluation.com

 

Axiom South Africa

Axiom Valuation Solutions South Africa

Unit 2, South Western Suite, Fleetcall House

Cnr Lenchen & Huwei, Centurion, 0046, Pretoria

Telephone: +27 12 663 2317

Mobile: +27 82 316 8735

E-mail: vusani.moyo@axiomvaluation.co.za

 

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