Asset Management

    

Maximize return on and return of investment

Effective asset management requires a systematic process of evaluating the performance of businesses and business divisions, product lines and production lines, inventory mix and utilization, and real estate utility and operating costs. AccuVal has the complete mix of valuation and advisory skills necessary to assist companies in making important decisions that impact the value and utility of business assets throughout their entire life cycle. Whether you are buying, selling, redeploying or repurposing assets, AccuVal is equipped to provide the information and expertise needed to improve profitability and boost your bottom line.

We provide valuation and advisory services to address the following asset management challenges:
Asset Disposition

Knowing when and how to sell assets is one of the keys to maximizing ROI. That is why LiquiTec, AccuVal’s sister company, works closely with clients to prepare a short- and long-term plan to sell non-strategic and surplus assets. By mindfully planning for dispositions, time is available to match motivated buyers with the assets being sold. This may involve a variety of disposition methodologies – business brokerage; bundling product line dedicated assets and selling them through private treaty; conducting orderly liquidation and auction sales; or some innovative combination of these strategies. Regardless of how the assets are sold, we achieve the best results by executing the correct strategy and keeping the client’s best interests in mind.

Visit LiquiTec's website.

  • Trigger Events
  • Related Services
  • Get Started
  • You are purchasing a company and there are redundant assets
  • You are constantly upgrading operations with the latest technology
  • You are restructuring the business
  • You are exploring options to outsource or offshore operations
  • You are expanding/consolidating operations
  • You have assets at one location that can be better utilized elsewhere
  • Your product lines are non-strategic or declining in market share
  • You are paying taxes on assets no longer in use
  • Your inventory is slow-moving or out of balance
Asset Management: Asset Tagging and Tracking
  • Track assets to improve utilization and increase ROI
Tax Management – Property Tax: Fixed Asset Reconciliation
  • Pay less tax by updating the accuracy of property records, eliminating “ghost assets” and reconciling differences to the general ledger
Business Need: Mergers and Acquisitions
  • Facilitate a merger or acquisition end-to-end by leveraging valuation, advisory and asset management expertise throughout all phases of the transaction
Business Need: Bankruptcy and Reorganization
  • Successfully manage bankruptcies or reorganization end-to-end by leveraging valuation, advisory and asset management expertise throughout all phases of the recovery
Business Need: Consolidating Operations
  • Efficiently relocate operations with thorough planning and flawless execution

View AccuVal’s Appraisal Expertise by Asset Class:

Business Enterprise & Equity

Intangibles & Intellectual Property

Machinery & Equipment

Inventory

Real Estate

Accounts Receivable

The following is needed to determine how AccuVal can help:
  • Brief conversation to discuss your operations in overview
  • Description of assets that are of specific concern
  • Knowledge of any special circumstances or needs
For more information or to request a proposal
Asset Optimization

In our ultra-competitive economy, everything that contributes to improving net income and return on investment matters. Therefore, optimizing contributions made by all business assets creates huge advantage for corporations. Companies realize financial rewards by timing the purchase and disposition of machinery to benefit from the technological advancements of new equipment while maximizing the sale price of old; reducing inventory on-hand by improving turnover and mix; getting the most from the investment in real property by maximizing depreciation and lowering taxes; speeding up the collection of accounts receivables; and selling off non-strategic intellectual property. AccuVal helps companies prosper by supplying the necessary Asset Intelligence to approach asset management thoughtfully and proactively.

  • Trigger Events
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  • Get Started
  • You want to know the right time to buy and sell assets
  • You want to swap older equipment with new technology to increase productivity
  • You want to reduce the carrying cost of inventory
  • You need help sourcing lower-cost raw materials
  • You want to increase the efficiency and productivity of operations
  • You want to reduce costs by outsourcing or shifting production offshore
  • You have underutilized assets
  • Your business is rapidly expanding or contracting
  • You have certain products are no longer strategic to the direction of the business
  • You have space available in your building for which there is no short-term need
  • You have vacant real estate
Asset Management: Procurement
  • Purchase equipment that benefits from technological advancements
Asset Management: Asset Disposition
  • Maximize the sale price of old equipment and generate income for reinvestment
Asset Management: Inventory Management
  • Improve turnover, mix, balance, manufacturing processes, storage disciplines, systems and distribution processes
Tax Management – Federal Income Tax: Cost Segregation
  • Accelerate tax depreciation and cash flow by simultaneously performing a cost segregation analysis
Asset Management: Asset Tagging and Tracking
  • Track Assets to improve utilization and increase ROI
Tax Management – Property Tax: Fixed Asset Reconciliation
  • Pay less tax by updating the accuracy of property records, eliminating “ghost assets” and reconciling differences to the general ledger

View AccuVal’s Appraisal Expertise by Asset Class:

Business Enterprise & Equity

Intangibles & Intellectual Property

Machinery & Equipment

Inventory

Real Estate

Accounts Receivable

The following is needed to determine how AccuVal can help:
  • Brief conversation to discuss your operations in overview and identify opportunities to improve ROI
For more information or to request a proposal
Asset Tagging and Tracking

Property records can be difficult to interpret because descriptions are short, frequently abbreviated and occasionally nonexistent. This often results in the overpayment of property taxes, inadequate insurance coverage, the inability to show proof of loss in a disaster and inaccurate financial reporting, to name a few. AccuVal can easily remedy this situation by creating accurate property records, including detailed descriptions that correlate to bar codes affixed to the assets. The cost to tag and track your assets can be justified by the savings generated and risk averted. The new system ensures an accurate accounting for future additions, transfers and retirements.

  • Trigger Events
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  • Get Started
  • Your property records are difficult to interpret
  • You are paying taxes on assets no longer owned or onsite
  • You have no basis for properly insuring assets
  • You want to accurately report the value of assets in your financial statements
Tax Management – Property Tax: Fixed Asset Reconciliation
  • Stop paying taxes on “ghost assets” by reconciling your fixed asset schedule to accurately reflect the actual property you own
Tax Management – Property Tax: Valuation for Appeal
  • Attack over-assessments by filing an appeal when the assessed value of real property is higher than your property’s Fair Market Value
Tax Management – Property Tax: Pollution Control Equipment Identification
  • Pay less tax by properly identifying pollution control equipment
Risk Management: Establishing Insurance Coverage
  • Establish proper insurance coverage
Financial Reporting: Allocation of Purchase Price
  • Allocate the purchase price following the completion of a merger or acquisition

View AccuVal’s Appraisal Expertise by Asset Class:

Business Enterprise & Equity

Intangibles & Intellectual Property

Machinery & Equipment

Inventory

Real Estate

Accounts Receivable

The following is needed to determine how AccuVal can help:
  • Copy of the fixed asset listing
  • List of locations to be inspected along with the type of operations at each location
  • Total floor area (in square feet) at each location
  • Copies of past appraisals
  • Knowledge of any special circumstances or needs
For more information or to request a proposal
Business Brokerage

A lifetime has been spent building equity in your business. Now it is time to maximize the return from your life’s work. LiquiTec, AccuVal’s sister company, can help find buyers for your business who are equally as passionate about its success. We will assist in valuing the business and prepare a prospectus that highlights the features and opportunities that make it unique. Advertising is comprehensive and confidential so only qualified, fully screened buyers have access to privileged information. LiquiTec can also assist purchasers in identifying a lender interested in financing the transaction. Professional negotiations frequently lead to successful closings.

  • Trigger Events
  • Related Services
  • Get Started
  • You are considering the sale of your business
  • You are nearing retirement and have no plan for business succession
  • You have a competitor interested in your business
  • You need growth capital and are considering an equity partner
Financing: Debt Placement
  • Potential purchasers - Gain assistance in obtaining financing to complete the transaction
Financing: Equity Investment
  • Attract an equity investor to accelerate business growth
Asset Management: Asset Tagging and Tracking
  • Know the location and status of your equipment by tracking and tagging your assets
Asset Management: Disposition
  • Dispose of assets that are non-strategic to the sale of the business
Business Need: Mergers and Acquisitions
  • Facilitate a merger or acquisition end-to-end by leveraging valuation, advisory and asset management expertise throughout all phases of the transaction

View AccuVal’s Appraisal Expertise by Asset Class:

Business Enterprise & Equity

Intangibles & Intellectual Property

Machinery & Equipment

Inventory

Real Estate

Accounts Receivable

The following is needed to determine how AccuVal can help:
  • Brief conversation to discuss your business in overview and determine your needs
For more information or to request a proposal
Inventory Management

Effective inventory management drives profitability. AccuVal provides the advisory services needed to improve turnover, mix, balance, manufacturing processes, storage disciplines, systems and distribution processes. We assist companies in developing and executing strategies to reduce slow-moving inventory, keeping stock fresh and cash resources productive. AccuVal’s broad industry experience, combined with our expertise with inventories at all stages of production and distribution through wholesale and retail channels, is leveraged to your company’s advantage.

  • Trigger Events
  • Related Services
  • Get Started
  • You have slow-moving inventory
  • Your inventory mix is out of balance
  • Your operations are being consolidated and you need a plan for inventory buildout so shipments go uninterrupted
  • Your inventory systems are inaccurate
  • You have a large quantity of inventory ineligible for lending purposes
Financing: Asset-Based Valuations
  • Access additional working capital by valuing your inventory to obtain a revolving credit facility
Asset Management: Asset Disposition
  • Generate income by rightsizing your asset base and selling excess capacity
Tax Management – Property Tax: Consulting
  • Save money on your property taxes

View AccuVal’s Appraisal Expertise by Asset Class:

Business Enterprise & Equity

Intangibles & Intellectual Property

Machinery & Equipment

Inventory

Real Estate

Accounts Receivable

The following is needed to determine how AccuVal can help:
  • Brief conversation to discuss your business in overview and determine your needs
For more information or to request a proposal
Investment Recovery

Through thoughtful investment recovery, companies save millions every year by recognizing and reusing or disposing of surplus assets. It improves return on investment, increases asset utilization, minimizes tax liabilities and reduces maintenance costs. To recover the value of underutilized assets, AccuVal considers many options, including redeployment, return, disposition, trade and donation.

  • Trigger Events
  • Related Services
  • Get Started
  • You have idle assets
  • Your inventory levels are climbing
  • Your maintenance costs are increasing
  • Your operations are being consolidated
Asset Management: Asset Disposition
  • Generate income by rightsizing your asset base and selling excess capacity
Asset Management: Asset Optimization
  • Increase ROI by achieving maximum benefit from your assets
Asset Management: Asset Tagging and Tracking
  • Know the location and status of your equipment by tracking and tagging your assets
Tax Management – Property Tax: Fixed Asset Reconciliation
  • Pay less tax by updating the accuracy of property records, eliminating “ghost assets” and reconciling differences to the general ledger
Tax Management – Property Tax: Valuation for Appeal
  • Pay less tax by appraising assets assessed for more than they are worth
Business Need: Mergers and Acquisitions
  • Facilitate a merger or acquisition end-to-end by leveraging valuation, advisory and asset management expertise throughout all phases of the transaction

View AccuVal’s Appraisal Expertise by Asset Class:

Business Enterprise & Equity

Intangibles & Intellectual Property

Machinery & Equipment

Inventory

Real Estate

Accounts Receivable

The following is needed to determine how AccuVal can help:
  • Brief conversation to discuss your business in overview and determine your needs
For more information or to request a proposal
Life Cycle Studies

In order for a manufacturing company to properly plan for future capital expenditures, it is beneficial to have an understanding of how much time an asset may be reasonably expected to perform at productivity levels competitive in the marketplace. Depending on the function of the assets, condition, age and level of productivity, now might be the time to start planning for that expense – especially if the replacement costs are high. AccuVal’s expert knowledge of machinery and equipment in more than 100 industries can be leveraged to your advantage, providing the information you need today to make plans for tomorrow.

  • Trigger Events
  • Related Services
  • Get Started
  • Your operations are less competitive due to the introduction of newer, more productive equipment
Financing: Asset-Based Valuations
  • Leverage your current assets to acquire new or replacement assets
Asset Management: Asset Disposition
  • Generate income by rightsizing your asset base and selling excess capacity
Asset Management: Asset Optimization
  • Increase ROI by achieving maximum benefit from your assets
Asset Management: Asset Tagging and Tracking
  • Track assets to improve utilization and increase ROI
Tax Management – Property Tax: Valuation for Appeal
  • Pay less tax by appraising assets assessed for more than they are worth

View AccuVal’s Appraisal Expertise by Asset Class:

Business Enterprise & Equity

Intangibles & Intellectual Property

Machinery & Equipment

Inventory

Real Estate

Accounts Receivable

The following is needed to determine how AccuVal can help:
  • Brief conversation to discuss your business in overview and determine your needs
For more information or to request a proposal
Maintenance Studies and Tracking

Making the most of capital investments in machinery and equipment often requires a plan to proactively track the effectiveness of preventative maintenance practices and their relationship to overall productivity. A maintenance study provides companies the information necessary to operate with predictable efficiencies, while simultaneously ensuring assets retain the highest resale value during their life cycle.

  • Trigger Events
  • Related Services
  • Get Started
  • You are experiencing a drop in productivity at unpredictable rates
  • Your maintenance costs are increasing rapidly
  • You have deferred maintenance
Business Planning: Productivity Analysis
  • Improve the overall productivity of manufacturing operations
Tax Management – Property Tax: Valuation for Appeal
  • Attack over-assessments by filing an appeal when the assessed value of real property is higher than your property’s Fair Market Value
Asset Management: Asset Tagging and Tracking
  • Know the location and status of your equipment by tracking and tagging your assets

View AccuVal’s Appraisal Expertise by Asset Class:

Business Enterprise & Equity

Intangibles & Intellectual Property

Machinery & Equipment

Inventory

Real Estate

Accounts Receivable

The following is needed to determine how AccuVal can help:
  • Brief conversation to discuss your maintenance practices in overview
For more information or to request a proposal
Payback Analysis

In a marketplace where bottom line profitability is a true measure of business success, ongoing investment in the enterprise must be matched with initiatives that produce the greatest return. As a result, all ideas compete for the capital available and the best ideas that produce the highest short- and long-term gain with the least amount of risk ultimately win. In order to make informed decisions that improve profitability, it is critical to understand how long it takes to recover the cost of investments in machinery, production and process improvements, investments in technology and other improvements vital to the success of the business.

  • Trigger Events
  • Related Services
  • Get Started
  • You have lots of good ideas competing for a limited amount of investment capital
  • You are contemplating expansion
  • You are considering system upgrades
  • You are evaluating the merits of changing the process flow to increase productivity
Business Planning: Productivity Improvement
  • Increase the productivity of manufacturing operations
Asset Management: Asset Optimization
  • Increase ROI by achieving maximum benefit from your assets
Asset Management: Maintenance Studies and Tracking
  • Extend the life of manufacturing equipment
Financing: Asset-Based Valuations
  • Leverage your assets to obtain working capital needed for the business
Financing: Equity Investment
  • Attract an equity investor to accelerate business growth

View AccuVal’s Appraisal Expertise by Asset Class:

Business Enterprise & Equity

Intangibles & Intellectual Property

Machinery & Equipment

Inventory

Real Estate

Accounts Receivable

The following is needed to determine how AccuVal can help:
  • Brief conversation to discuss your business in overview and determine your needs
For more information or to request a proposal
Procurement

Buying assets at the right price and terms is essential to maximizing return on investment. AccuVal assists companies in the purchase of new and used machinery, sourcing inventory components and securing real estate. We aid in every aspect of the purchase, including: researching the best alternatives; managing requests for proposals; analyzing the suppliers’ reputation; assessing product quality and service; and negotiating the purchase price.

  • Trigger Events
  • Related Services
  • Get Started
  • You need assistance with important purchases
  • You are contrasting the benefits of purchasing new machinery versus used
  • You are seeking opportunities to improve product pricing, quality, service and/or support
  • You need more space for your expanding operation
Asset Management: Payback Analysis
  • Evaluate the purchase decision with a payback analysis
Asset Management: Asset Disposition
  • Generate income by rightsizing your asset base and selling excess capacity
Financing: Asset-Based Valuations
  • Leverage your assets to obtain the working capital needed to expand operations
Financing: Equity Investment
  • Attract an equity invest to accelerate business growth
Asset Management: Asset Tagging and Tracking
  • Track assets to improve utilization and increase ROI
Risk Management: Establishing Insurance Coverage
  • Establish proper insurance coverage

View AccuVal’s Appraisal Expertise by Asset Class:

Business Enterprise & Equity

Intangibles & Intellectual Property

Machinery & Equipment

Inventory

Real Estate

Accounts Receivable

The following is needed to determine how AccuVal can help:
  • Brief conversation to discuss your business in overview and determine your needs
For more information or to request a proposal

Industries

Questions? Call 800.852.9252