Dopkins Capital Advisors

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Investment Banking

Navigate the complex M&A realm with trusted advisors. Our team of transaction professionals offer comprehensive Sell-side M&A Advisory Services, from preparing the Company marketing materials and running the sales/negotiation/closing process, to computing your after-tax proceeds.

Business Exit Planning

All businesses with change hands, at some point, in some way. Our experts craft powerful written, living and breathing exit plans to help maximize the chances of a successful transfer.

Transaction Advisory Services

Whether selling or buying a business, it is important to have an experienced professional advisor on your side. For nearly 70 years, we’ve provided a wide-range of services, including Sell-side M&A, Buy-side M&A, Securing Capital and Financing, Valuation Services, Staffing and Accounting Services, Tax Services

Valuation Advisory Services

With deep certified valuation expertise to meet an evolving set of business strategy needs, we can help you reach your strategic goals. Our services include M&A business valuations, Gift and Estate Tax Planning, Goodwill & Intangible Asset Impairment Testing, Purchase Price Allocation.


Learn more about our feature services:

SUCCESSION PLANNING

Do you have a comprehensive plan to transition your company to the next generation of leaders?

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SUCCESSION PLANNING FOR FAMILY OWNED BUSINESSES

The secret to a successful transfer of an operating business to a son or daughter is to start long before the transfer is necessary.

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Wealth Management

Services to build, protect and transfer wealth.

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Business Owner Tools

Do you have a formal plan for the transition of your privately held or family business? No matter the timeframe – next year or ten years from now, the journey begins here.

- Business Exit Readiness Index
- Growth Planning Index
- Owner Dependency Index


For more information or to schedule a complimentary appointment, please contact  Thomas J. Emmerling, PhD, CFA®, CVA® at tjemmerling@dopkins.com.

 

Do What You Love.
Love What You Do.

It’s about balance. The variety and quality of the clients, along with access to the latest technology and business information keeps the work interesting.

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Three Dopkins Employees

Opportunity Awaits

Take your career to the next level at Dopkins

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