About Our Services

Loan Sourcing & Venture Debt Restructuring

Value-added strategies for debt restructuring, letters of credit, business loans, real estate financing, equipment leasing and financing, and capital ventures (minimum $2 million, secured or unsecured). Gilding Strategists provide a “Side-by-Side Comparative Analysis” capital stack, with and without a proposed Loan or Equity.

Bridge Loans to IPO

Interim debt financing options are available for companies with an established underwriter for a firm commitment or best efforts public offering. If seeking an underwriter, Gilding Strategists will make introductions using an industry-appropriate Confidential Information Memorandum.

Institutional Lenders for Middle-Market Companies

Gilding Strategies sources institutional investors such as pension funds, private equity funds, hedge funds, family offices, and insurance companies with an appetite for financing middle-market companies for transactions of $2 million to $100 million, and more. Gilding Strategies provides an Availability Analysis with most likely terms and conditions to assist management in presenting the most worthy pursuit.

Notes to Replace Buyer or Seller Financing

Institutional investors actively replace buyer or seller financing notes at the most advantageous negotiated terms. A Gilding Strategist can advise you according to your company’s Owner Financing Contract and Probability of Success.

Selecting a Business Appraiser

ASA, CFA, CBA, ABV, and CVA are the most widely-recognized Business Appraiser credentials; however, professionals receiving accreditation by the American Society of Appraisers as Accredited Senior Appraiser(s) (“ASA”) are recognized as having achieved the highest level of education, training, and report writing skills for business valuations, the gold standard for a business valuation professional. All Gilding Strategies ASA-certified business valuations are economical, relevant, useful, and delivered on time.

Value & Advisory Reports™

Gilding Strategists provide a company with a Value & Advisory Report™ that sets forth the company’s optimal share price and is accepted by the market. The Report is based on financial forecasts, historical financials, industry outlook, current economy, physical assets, intangible assets, products/services, competition, risk factors, and management skills.

SEC Business Valuations & Fairness Opinions

Gilding Strategist’s highly specialized professionals are experts at issuing a Fairness Opinion to a company’s Board of Directors as to the fairness from a financial point of view of the transaction consideration to be paid to the holders of common stock according to the Transaction Agreement. This body of work includes Comparable Companies and Potential Acquirers, Industry Reports, and an analysis of the present value of future cash flow. The resulting value per share of the company’s financial multiples, regarding a business transaction to the shareholders of the company as of a specific date.

IRS Qualified Appraisers & Appraisal Methods (USPAP Compliant)

Using the Uniform Standards of Professional Appraisal Practice [USPAP], IRS-required appraisals must be authored by a “qualified appraiser” with significant experience required by Form 8283 Non-cash Charitable Contributions, and a signed “qualified appraisal” report must accompany the tax return of the Manager of Operations & Fundraising Resources (MOFR). Gilding Strategies’ accompanying Appraisal Reports meet these standards.

Uplist Public Securities to Major Exchanges

Uplisting a stock’s value and trading volume can make it eligible for a higher level market exchange. The Gilding Strategies involved in the process require expert planning and value validation. Gilding Strategists set forth the process of uplisting from an OTC market to a major exchange like Nasdaq or NYSE, such as meeting specific financial and governance requirements. Because corporate governance certification is among the requirements for uplisting to Nasdaq, we provide a Comfort Letter to the company’s Board of Directors, which opines that the company would likely be involved in the approval process. Additionally, while the uplisting to a major exchange requires adherence to corporate governance standards, a formal Proposed Uplisting Report can be presented to the company’s Board of Directors for approval before proceeding with the application for uplisting.

Board Member & Audit Committee Candidates

Vetting qualified candidates for board positions is time-consuming and often frustrating for company executives. Gilding Strategies can provide a company-specific Board Requirements & Questionnaire Guide that includes criteria, what is wanted vs. needed, selection, and risk disclosure.

Maximizing Your Business’ Value

Gilding Strategists can help you build a Plan for Maximum Value growth within your desired timeline. Have your eye on selling your business, merging, or acquiring? Going public or passing your business on to family or employees via ESOP? Taking in or exiting partners? A Private Placement of debt or equity? Creating a §409A Deferred Compensation Plan? Our work includes providing a substantive analysis of your business in real-time, identifying and building on its financial value drivers, evaluating operational and structural aspects, and assessing ideal capital markets alternatives, including the design of a Strategic Capital Markets Alternatives Plan to obtain funding, minimize liabilities, and maximize cash flow.

Company-Specific Value Drivers

A Gilding Strategies comprehensive Value Driver Map based on a report of a substantive analysis of a business, including its financial valuation, operational and structural aspects, and capital markets alternatives, addresses what drives value creation vs. what drives unproductive costs.

§ 45 Carbon Credit and Offset Strategies

Companies engage Gilding Strategies to assess the potential values of their participation in the worldwide carbon credits market.  Based on our client’s industry, size, and locations, we recommend the most suitable Gold Standard (GS) trading partners and platforms, certified by an independent crediting program to advance the United Nations’s Sustainable Development Goals (SDGs). Our start-to-finish protocol assists owners of facilities emitting CO2 which can be captured, reused, or sequestered, to determine if the facilities qualify for 45Q credits and map plans for monetizing the credits for the benefit of the company and communities in which it operates.

§ 216 Cost Segregation Studies

Cost Segregation is a procedure by which commercial property owners can accelerate depreciation and reduce the amount of taxes owed. The engineering-based Cost Segregation Study reclassifies your building’s components into assets with shorter class lives and identifies building systems to apply improvements. The Gilding Strategic protocols and processes provide an engineering-based Cost Segregation Study for commercial property owners while complying with IRS § 216. The Study shows the accelerated depreciation of your building/renovation components recalculated life expectancy into shorter depreciation periods such as 5-, 7-, and 15-year rather than conventional 27.5- and 39.5-year schedules. It is typical for 20% to 50% of the total cost of the real estate to be depreciated in year one.

§ 1061 Valuation of Carried Interest

A carried interest gives the general partners and fund managers a percentage of profits above an investor and limited partner’s return threshold. Valuing carried interests for transfer tax purposes poses several unique challenges compared to traditional valuation engagements. Transferring carried interest rights could potentially trigger significant tax liability. Gilding Strategies appraisers are ASA-Certified and experienced in the Valuation of a Carried Interest.

§ 2001 Estate Tax and § 2503 Gift Tax Planning Techniques

Gifting during your lifetime helps reduce estate taxes via traditional options, including the annual gift tax exclusion, the lifetime gift and estate tax exemption, and making direct payments to medical and educational providers on behalf of a loved one. Work with appraisers and lawyers to capture the most favorable structure using the Gilding Strategies Estate Planning Guide and Checklist.