Our goal is to provide unbiased, innovative and most importantly, objective financial advice.

Capital Structure
As the dynamics of the investment markets are constantly in flux, FocalPoint can help entrepreneurs maximize the enterprise value of their companies by evaluating and adjusting balance sheet composition. By achieving the proper balance of long-term debt, commons stock, preferred stock and retained earnings, companies can leverage their financial position and optimize the sources and uses of working capital.

Valuation of Securities
FocalPoint utilizes a multi-disciplinary approach of sophisticated analytical techniques combined with practical merger and acquisition and corporate finance experience to formulate unique and accurate valuations of businesses and securities. When the determination of value is part of a legal, tax, or regulatory proceeding, FocalPoint professionals are available to offer expert witness testimony.

Fairness Opinions
During the course of prior merger and acquisition assignments, FocalPoint principals have been called upon to provide fairness opinions to Boards of Directors, shareholders, trustees, and courts of law.  FocalPoint conducts a thorough due diligence process to evaluate similar information and variables utilized to arrive at a valuation analysis. Our methodology includes careful consideration of not only the structure of the transaction, but also takes into account the financial, legal, accounting, and tax implications of the deal. 

Securities products and services are offered through FocalPoint Securities, LLC.