The CEO Exchange, April 17-18, 2019

Precision Valuations

Confidential Services for Buying, Selling and Strategic Planning

Do You Need an Accurate Business Value?

Nobody Knows Petro Value Like Meridian

A valuation is more than just a number. A properly executed valuation is the most
important factor in every sale, transfer or purchase.

A quality valuation impacts:

  Possible selling price

  How a succession, merger or acquisition is executed

  Potential tax consequences

Proprietary Valuation Formula

Multiple formulas can be used to derive a value for a business, each with its own strengths and weaknesses. The numbers they produce can vary substantially. Meridian uses a proprietary combination of multiple methods to provide the greatest accuracy and confidence in your petroleum business valuation.

Largest Industry Database in the U.S.

Over the years, Meridian has built what is indisputably the industry’s largest financial database of privately-owned family petroleum businesses in the United States.  Nobody has their finger on the pulse of the petroleum industry the way Meridian does.

Meridian Knows the Petro Market
The petro marketplace is constantly in motion. The value of each business fluctuates constantly based on both the economy-at-large and industry-specific factors. Meridian knows the petroleum industry inside and out, which means Meridian can
value a petro business with greater accuracy than other firms.

Meridian’s Precision Valuations give petro marketers confidence to do business.

Ready to Buy or Sell a Petro Business?

Be confident in the market value so you can get the best deal possible.

5

FIND A MATCH

We know who’s who in the industry. Meridian maintains the most extensive database of privately-held petroleum businesses in the nation. We maintain your confidentiality while we find the perfect match for your contract.

6

NEGOTIATE THE DEAL

A Meridian Precision Valuation
puts you in the driver seat,
whether you are buying or
selling. When you are confident
about the value of the company,
you can be sure you are getting
the best deal.

7

SIGN WITH CONFIDENCE

Meridian’s years of petroleum consulting and financial experience go to work to get you the best deal possible. From the Precision Valuation and prospects preparation, to confidential marketing and final negotiations, Meridian covers all the bases so you can sign with confidence.

Future Planning

A Precision Valuation Saves You Money at Critical Crossroads

ESTATE PLANNING

ESTATE PLANNING

Most estate attorneys want an outside petro expert to establish a value that will satisfy IRS requirements and give them legal separation from the value portion of their legal and trust work. Meridian meets highest standards as true industry experts including all petro sectors and brands.

EMPLOYEE STOCK OPTIONS

EMPLOYEE STOCK OPTIONS

Most ESOPs (Employee Stock Option Plans) require an annual independent expert valuation by law. Meridian provides consistency, plus we understand the current market conditions in the industry that impact value, for more accuracy than old-fashioned EBITDA-based formulas.

GIFT TAX RETURNS

FORMS & DOCUMENTATION

CPAs realize the petro industry has unique characteristics making valuation difficult without specific industry data. That’s why so many CPAs have come to rely upon Meridian’s expertise and large proprietary database of family held petroleum businesses. Because Meridian has over two decades of experience in providing petro business valuations, even the IRS respects Meridian valuations.

SEPARATING ASSETS

SEPARATING ASSETS

Most marketers want these special transactions to be completely unbiased and completely confidential. Meridian goes beyond setting the value to recommending strategic and objective solutions to sticky situations including separating out assets in a fair and equitable manner.

BANKING/LOAN REVIEWS

BANKING/LOAN REVIEWS

In the competitive banking environment, bankers often need justification beyond typical balance sheet collateral to offer petro marketers their absolute lowest, best customer rates. Meridian works with both the marketer and banker to assure accuracy and addresses individual Credit Committee needs.