Dopkins Capital Advisors LLC

 

closeup of two people shaking hands and the Dopkins Capital Advisors LLC logo in the lower left corner

Solutions for all stages of business growth

Our team of financial professionals, with focused expertise in accounting, tax advisory, investment banking, and wealth management, create a leverageable ecosystem to provide a full suite of capital advisory services to our clients.

 

Investment Banking

Navigate the complex M&A realm with trusted advisors. Our team of transaction professionals offer comprehensive Sell-side M&A Advisory Services, from preparing the Company marketing materials and running the sales/negotiation/closing process, to computing your after-tax proceeds.

Business Exit Planning

All businesses will change hands, at some point, in some way. Our experts craft powerful written, living and breathing exit plans to help maximize the chances of a successful transfer.

Transaction Advisory Services

Whether selling or buying a business, it is important to have an experienced professional advisor on your side. For nearly 70 years, we’ve provided a wide-range of services, including Sell-side M&A, Buy-side M&A, Securing Capital and Financing, Valuation Services, Staffing and Accounting Services, Tax Services

Valuation Advisory Services

With deep certified valuation expertise to meet an evolving set of business strategy needs, we can help you reach your strategic goals. Our services include M&A business valuations, Gift and Estate Tax Planning, Goodwill & Intangible Asset Impairment Testing, Purchase Price Allocation.


Measure Your Preparedness for a Business Transition:

Business Owner Tools

Do you have a formal plan for the transition of your privately held or family business? No matter the timeframe – next year or ten years from now, the journey begins here.

- Business Exit Readiness Index
- Growth Planning Index
- Owner Dependency Index


Learn more about our feature services:

SUCCESSION PLANNING

Do you have a comprehensive plan to transition your company to the next generation of leaders?

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SUCCESSION PLANNING FOR FAMILY OWNED BUSINESSES

The secret to a successful transfer of an operating business to a son or daughter is to start long before the transfer is necessary.

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Wealth Management

Services to build, protect and transfer wealth.

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For more information or to schedule a complimentary appointment, please contact Thomas J. Emmerling, PhD, CFA®, CVA® at tjemmerling@dopkins.com.

 

Learn more about Dopkins Capital Advisors

Download a copy of our print-friendly brochure.

Securities offered through Realta Equities, Inc., Member FINRA/SIPC. Realta Equities, Inc. is located at 1202 N. Orange Street, Suite 729, Wilmington, DE 19801. This communication is intended solely for informational and discussion purposes and does not constitute an offer to sell, a solicitation of an offer to buy, or a recommendation regarding any security, investment banking engagement, financing transaction, merger, acquisition, divestiture, private placement, or other transaction. Any offer or solicitation may be made only pursuant to applicable offering documents and in compliance with federal and state securities laws.

The information contained herein has been obtained from sources believed to be reliable; however, neither Realta Equities, Inc. nor its representatives make any representation or warranty as to its accuracy or completeness. Any opinions expressed are subject to change without notice.

Investment banking transactions involve substantial risks and uncertainties. Past transaction experience is not indicative of future results. No assurance can be given that any proposed transaction will be completed or that any projected valuation, financing, or strategic objective will be achieved.

This communication may contain confidential, proprietary, or privileged information. If you are not the intended recipient, please notify the sender immediately, delete this communication, and refrain from reviewing, copying, distributing, or otherwise using its contents. Electronic communications are subject to review, supervision, monitoring, and retention by Realta Equities, Inc. in accordance with applicable SEC regulations, FINRA rules, and firm policies.

Any views or opinions expressed herein are those of the author and do not necessarily reflect the views of Realta Equities, Inc. unless expressly stated otherwise.

Do What You Love.
Love What You Do.

It’s about balance. The variety and quality of the clients, along with access to the latest technology and business information keeps the work interesting.

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Three Dopkins Employees

Opportunity Awaits

Take your career to the next level at Dopkins

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