Business Details
50+ Years
experience
Trusted Business Valuation and Transaction Advisory Services
Atlantic Management has been a trusted leader in valuation and transaction advisory services since 1968. Our team delivers credible business valuations, fairness opinions, and solvency opinions tailored to corporate, legal, and financial needs. With specialized expertise in employee stock ownership plans (ESOPs), mergers and acquisitions (M&A), and business succession strategies, we provide solutions that align with our clients' unique objectives. Our commitment to excellence is rooted in competence, experience, and integrity, ensuring our clients receive defensible analyses and strategic guidance. We serve businesses, legal professionals, and financial institutions nationwide, combining decades of industry knowledge with cutting-edge technology to address complex challenges.Our proven track record spans nearly 60 years, during which we have helped clients navigate critical transitions with clarity and confidence. We prioritize transparency, responsiveness, and professionalism, fostering long-term trust within the communities we serve. From initial consultations to final transactions, our goal is to protect the stories behind every business while delivering actionable insights that drive success.
Services
Business Valuation
ESOPs
Mergers & Acquisitions
Ownership Transition
Details
- Year established: 1968
Highlights and features
- We offer 60+ years of experience in valuation and transaction advisory services.
- Our team specializes in ESOPs and has established plans for diverse industries.
- We provide defensible valuations adhering to rigorous professional appraisal standards.
- Our proven track record includes successful client engagements across all economic conditions.
- We combine seasoned professional judgment with innovative solutions for modern business challenges.
Associations and certifications
- American Society of Appraisers
- Institute of Business Appraisers
- National Association of Certified Valuation Analysts
- American Institute of Certified Public Accountants
Services
Business Valuation
Our business valuation services provide credible, defensible opinions of organizational value through rigorous research and proven methodologies. We adhere to standards set by leading professional associations, ensuring analyses withstand scrutiny in legal, financial, and regulatory contexts. Clients receive tailored reports ranging from informal letters to comprehensive documentation.
ESOPs
We specialize in Employee Stock Ownership Plans (ESOPs), offering feasibility studies, transaction structuring, and ongoing administration support. Our team represents shareholders, trustees, and fiduciaries, leveraging deep industry relationships to facilitate successful employee ownership transitions aligned with strategic goals.
Mergers & Acquisitions
Our M&A services guide companies through strategic acquisitions and sales, from initial analysis to final negotiations. We represent both buyers and sellers, delivering discreet, professional support to maximize transaction value while aligning with clients' long-term business objectives.
Ownership Transition
We develop customized ownership transition strategies that balance personal and financial objectives for business owners and their families. Our process includes comprehensive analysis of transfer options, tax implications, and generational considerations to ensure sustainable succession outcomes.
Questions
What valuation services do you offer?
We provide business valuations, fairness opinions, and solvency opinions adhering to rigorous professional standards for legal, financial, and regulatory purposes.
How do you support ESOP transactions?
We offer ESOP feasibility studies, transaction structuring, annual valuations, and trustee advisory services to facilitate employee ownership transitions.
What M&A services are available?
We represent buyers and sellers in strategic acquisitions, divestitures, and mergers with end-to-end transaction management support.
How do you approach ownership succession?
We create tailored transition plans considering tax implications, generational goals, and business sustainability through comprehensive financial analysis.
What industries do you serve?
We work with clients across diverse industries, providing specialized expertise in valuation, ESOPs, and business transition strategies.
