CONFIDENTIALITY

Confidentiality is crucial to all our engagements. We scrupulously observe procedures designed to keep confidential all aspects of the financial affairs and transactions pursued on behalf of our clients, especially their identities.

MAKING THE RIGHT DEAL

Making the right deal is a matter of pursuing the most ideal sources and opportunities. Nelson Equity Development, LC maintains its own database of investors and financiers and works with a nationwide network of capital sources.

TRANSACTIONS

Nelson Equity Development, LC represents clients in effecting sales and acquisitions of privately owned companies. These services include:

• valuation analyses and pricing recommendations;
• developing marketing plans and related documentation;
• identifying, evaluating and negotiating with prospective transaction participants;
• negotiating, structuring and financing transactions;
• serving as a creative mediator in developing mutually beneficial agreements.

SUCCESSION PLANNING

Privately held companies need comprehensive long-range and short-range emergency plans for ownership and management succession to assure continuity and on-going viability of their business enterprises.

VALUATIONS

Nelson Equity Development, LC provides company owners with documented expert opinions of companies’ market values. Valuations are needed for many reasons in addition to transactions, such as estate planning, insurance, dispute resolution and taxation issues.