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At Sobel & Co., we offer a full range of strategic advisory services to assist our clients with their business needs.  We enable our clients to assess risk and make informed business decisions to help drive value.

Our professionals have worked with businesses of all sizes and in all industries helping them develop strategic plans, create Pitchbooks and maximize future profits.  They have worked with every level of management to offer strategic consulting services, KPI analysis and growth strategies.  

STRATEGIC CONSULTING

VALUE INTELLIGENCE

RISK ANALYSIS

M & A ADVISORY

CAPITAL BUDGETING

ECONOMIC CONSULTING AND DEVELOPMENT STUDIES

 

CONTACT ONE OF OUR PROFESSIONALS


Strategic Consulting

Many of our clients experience strategic challenges, some of which include (1) how to best finance internal growth, (2) best practices to track strategic and financial success and (3) the best course of action to monetize shareholder value.  

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These and many other challenges require that executives, board of directors and shareholders understand the value of the enterprise, as well as its strengths and weaknesses, with respect to value.  We can assist them with the short and long-term solutions to further enhance the business value.  

We offer a suite of services, which comprise our Value Intelligence (VI) service.  VI is tailored specifically to C-suite executives or shareholders who want to get a solid understanding of the value of a privately-owned company and its important financial drives to help evaluate strategic options. 


Value Intelligence 

VI is tailored specifically to the C-Suite executive or shareholder who wants to get a solid understanding of the value of a privately-owned company and its important financial drivers to help maximize value, performance and evaluate strategic options. Here is a brief description of the VI services.

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  1. Financial Intelligence (FI) provides business owner/operators, shareholders, boards of directors and C-Suite executives with the value of the business, a summary of the strengths and weaknesses that drive value and both short and long-term solutions for value creation.  Equipped with this information the executive can solicit smart money for growth, make informed decisions around the deployment of capital, and exploit the drivers of value in their business.
  2. Business Intelligence and Performance Management (BI) provides C-Suite executives with the ability to leverage their existing data while harnessing the power of business analytics. We introduce the clients to the importance of alignment between their strategy and operations. We will present them with the Key Performance Indicators (KPIs) that are drivers of value and are truly relevant to their operation. More importantly, we will go beyond the traditional application of KPIs and financial intelligence. We will expand the conversation to illustrate to our clients how changes in KPIs affect value. The BI service also provides executives and managers with tools that include the creation of Balanced Scorecards and in-depth benchmarking studies. This distinctive approach goes well beyond simply identifying best practices in order to identify their relationship to value creation.
  3. Strategic Intelligence (SI) provides the client with access to strategy formulation services.  If we think of the BI service as “finding the dots,” the SI service “connects the dots.” The SI service line is meant to answer the question, “Is our strategy working?” SI engagements will typically be cross-functional with other areas of Sobel & Co., offering C-Suite executive access to the intellectual capital of the firm in an efficient and formalized deliverable. SI is an essential collaborative tool for solving critical business challenges.  

We believe that this suite of three services forms the foundation for any client’s valuation, performance management and strategic advisory needs.


Risk Analysis

Risk analysis is essential for every decision we make, especially when it involves business decisions. It refers to the uncertainty of forecasted future cash flows, variance of portfolios, probability of a project’s success and the possibility of negative internal and external conditions. A risk analysis can identify and manage potential problems that could weaken key business initiatives.

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Our professionals have been retained by executives, board directors and shareholders to identify the risks associated with the organization and estimate the impact of adverse outcomes. They analyze various outcomes based on different assumptions and apply qualitative and quantitative techniques to reduce uncertainty of those outcomes, costs and losses. Sensitivity analysis, scenario analysis and the Monte Carlo simulation are some of the techniques used by our economists to perform the risk analysis.

A detailed risk analysis can help a CFO change the current investment strategy of the business.  If your business needs a risk analysis, our economists can help determine those uncertainties and guide you in the right direction 


M&A Advisory

At Sobel & Co. LLC, our professionals provide essential advice on mergers, acquisitions and divestitures for corporations, family-owned businesses and other middle-market companies. They have been called upon to provide valuation reports, pitchbooks, due diligence and transaction advisory services throughout the process.

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Every client receives senior level service on our M&A Advisory projects. Some of our recent M&A Advisory projects have included:

  • Business Valuations – to establish the economic value of the business.
  • Pitchbooks - used for capital raising that details the features of the business for the sales team to help generate new business. 
  • Executive Due Diligence Investigations - conducted on c-suite executives prior to the hiring process.
  • Fairness Opinions - to evaluate the fairness of the offered acquisition price for both mergers and acquisitions.
  • Compensation Analyses - for organizations determining compensation ranges and adjustments, as well as for full disclosure purposes.  We develop a depth of knowledge regarding the industry and the economy, while conducting research, regressions and financial modeling.  Once all of the background research has been finalized, the compensation analysis is presented in a Compensation Summary Report that clearly details the results of our study.  
  • General Advisory - advisory services needed to assist executives with the M&A process.

Capital Budgeting 

At Sobel & Co. LLC, our Valuation, Strategy & Litigation Support Group has a team of analysts who focus on strategy.  They have experience in evaluating a business’ capital budget and in assessing the significant expenses and investments of the business. Capital budgeting is a tool for maximizing a company’s future profits.  When evaluating capital budgeting, we focus on enhancing both the business value and shareholder value, by focusing on the project that will generate the most return for the business.


Economic Consulting and Development Studies

Sobel & Co.’s Valuation, Strategy & Litigation Support Group provides economic consulting and comprehensive analysis of complex economic issues. The scope and depth of our economists have exposed them to engagements related to finance, leadership, industrialized markets, public contracts, media, aviation, securities and technological advancements.

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Some of our economic consulting projects have included:

  • Public employee contracts
  • Market studies on the automobile industry
  • Sponsorship agreement studies
  • Security industry analysis

Valuation Brochure

 


 What We Offer

BUSINESS VALUATIONS

FINANCIAL REPORTING VALUATIONS

STRATEGIC ADVISORY SERVICES

COMMERCIAL DAMAGES


Our Professionals

Darryl S. Neier

Principal of the Firm, Forensic Accounting / Litigation Services 

 (973) 994-9494 x 184
 darryl.neier@sobelcollc.com

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Rebecca B. Fitzhugh

Member of the Firm, Forensic Accounting/Litigation Services

 (973) 994-9494 x 162
 rebecca.fitzhugh@sobelcollc.com

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Megan Kelly

Manager, Forensic Accounting/Litigation Services

 (973) 994-9494 x 154
 megan.kelly@SobelCoLLC.com

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Luigi D’Onorio DeMeo

Associate

 (973) 994-9494 x 193
 luigi.demeo@SobelCoLLC.com

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Adam Cox

Analyst 

 (973) 994-9494 x 293
 adam.cox@SobelCoLLC.com

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Michele Leppard

Marketing/Business Dev. Manager

 (973) 994-9494 x 131
 michele.leppard@SobelCoLLC.com

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