Business Modeling & Planning

American ValueMetrics offers revenue planning, budgeting and forecasting services for cash flow projection, sales planning & balance sheet forecasting, plus strategic and business planning support.   These services generally require a large up-front effort to get implemented and then are updated on an annual basis.  Depending on your personnel resources and investment preference, AVM will assist with the initial set-up and the creation of strategic operating model assumptions and then either update the models for you on an ongoing basis, or implement the modeling systems and train your staff to assume management of these planning tools.

Planning, Budgeting and Forecasting

By building financial models in proven software, we can cut budgeting and forecasting cycle times by up to 90% while reducing errors and improving accuracy.  Shorter processing time allows timely reporting and analysis with better, faster, more-informed business decision-making.  Our cash flow forecasting and sales forecasting software combines a powerful financial modeling engine with an easy-to-use interface.  Applications include:

Revenue planning and sales forecasting
Cash Flow forecasting
Personnel planning
Capital Asset planning
Allocation Planning
Multiple Currency planning
Rolling forecasts ‘on demand’
What-if scenario projections

Business Plans

American ValueMetrics will work with you and your management team to develop business plans for new product lines and start-up scenarios.  When taking a project from concept to reality, it is important to foresee as many elements of the business plan as possible in order to determine project milestones, funding requirements and their timing.  Solid business plans are key to securing funding, whether it is internally or externally sourced.

Strategic Planning

Poor strategic planning is worse than no strategic planning.  It can be a big waste of time and money.  Or worse, it leads to a strategic mis-step.  Our strategic planning process looks at your business through Michael Porter’s Five Forces Model for determining your competitive advantages and the viability of your particular industry for profitability.  Against this back drop of situational factors, we work with management to develop multiple product plan options, logistics strategy, marketing strategies, sales channel approaches, merger and acquisition possibilities, strategic alliance options, business value enhancements and liquidation events.  We then facilitate the down-select of the set of options into a cohesive group of appropriate strategic initiatives that meet the company’s vision statement, mission statement, and stakeholder objectives.

Our professionals not only have superb credentials, but extensive experience in senior executive positions.  We ensure that your strategic plan is turned into action with clear tactics, resource allocations and accountability controls.

Liquidity Events & Exit Planning

With implementation the investor/owner lifecycle, American ValueMetrics facilitates with exit planning and liquidity events which can take the form of a full or partial sale, estate plan, ESOP implementation, or orderly liquidation.  American ValueMetrics will assess the likely scenarios and help ownership decide on the value-maximizing direction to benefit their investors.


Completing the investor/owner
lifecycle, AVM helps with exit planning and liquidation events which can
take the form of a full or partial sale, ESOP implementation,
estate plan or orderly liquidation.  AVM will evaluate the possible
scenarios and help ownership decide on the value-maximizing course to benefit
their stakeholders.


The only real stumbling block is fear of failure. In cooking you've got to have a 'What the hell' attitude.
Julia Child


By avm February 5, 2016 In
Proposed IRS regulations to eliminate discounts for family limited partnerships (FLPs) are to be released comment, but never seem to arrive.  The Obama Administration proposed changing the law over several annual budget proposals in order to restrict or eliminate valuation discounts on transfers of interests in family-controlled entities. The Administration was not successful in having the...
By avm February 5, 2016 In
Since mid-2012, a steady increase in median revenue from $350,000 to $450,000, led to higher small business sale prices. Overall, this year's small business transaction data is following the trend of the past few years: steady activity along with improving financials. Although total transactions are on pace to fall three percent from peak 2014 levels,...
By avm February 5, 2016 In
INTRODUCTION The valuation process typically does not assess the underlying company accounting policy and procedures. However, it is important for stakeholders to be aware of accounting conventions, and to vet them in any due diligence effort. The following is a discussion of different accounting policies and what risks they might introduce. Accounting guidelines allow companies...
By avm February 5, 2016 In
BUSINESS GOODWILL IN CALIFORNIA FAMILY LAW Three issues must be addressed in valuing business interests for the purposes of property settlements in family law. They are: Personal vs. Institutional Goodwill (Personal and Professional Goodwill are similar in nature – personal applies to all types of companies and professional applies to professional practices (i.e. medical practice,...
By avm February 5, 2016 In
Once a simple concept – reward employees for participating in the growth of a company’s value via stock options – incentive compensation has now become a very complicated area of tax regulation and accounting. At least since the creation of “qualifying stock options” in 1981, the IRS has required that options be priced at or...