“One of my smartest business decisions was hiring the Woodward Group to sell my business. Woodward literally took the business around the world, including China, and successfully negotiated multiple letters of intent, including from the largest worldwide textile manufacturer and a US Fortune 50 business. Woodward’s high integrity and indefatigable work ethic resulted in complete confidentiality, maximized price and a successful closing. ”
“Fusion (NasdaqCM: FSNN) has retained the Woodward Group for many years to provide intangible asset valuations for allocating acquisition purchase prices. Woodward’s professionals are expert, economical, responsive and on time – and they never waste our time!”
“Woodward’s professionals are excellent expert business valuation witnesses – their extensive valuation knowledge are backed up by real-world merger and acquisition deal expertise. Woodward’s professionals efficiently work through high volume, complex facts and issues; they clearly and effectively ‘tell the story’ based on underlying technical work, critical assumptions and conclusions as to value.”
“Charon Planning historically retained the Woodward Group to value, price and structure stock repurchases and most recently to advise on and negotiate the sale of our business to a >$1 billion acquirer. Woodward’s analytical depth, structuring insights and expert negotiating helped us maximize price; these are high integrity, effective professionals and – most importantly – good people!”
Woodward’s clients range from large publicly traded companies to privately held middle-market businesses. Clients rely on our independent advice, expert negotiating skills and fairness: we advise against completing deals not in our clients' best interests – even if Woodward isn’t paid a fee.
Tara Stephenson, Principal
MBA, Finance, Northwestern University | BSFS, Georgetown University.
Member: Beta Gamma Sigma; Intangible Asset Finance Society; American Finance Society; American Society of Appraisers (designated an Accredited Senior Appraiser).
Bill Latham, Senior Advisor, Economics and Valuations
Ph.D., Economics, University of Illinois | M.A., Economics, University of Florida | B.A., University of Florida.
Member: Beta Gamma Sigma, Phi Kappa Phi, Omicron Delta Epsilon, Golden Key.
Helen Bowers, Senior Advisor, Financial Theory and Valuations
Ph.D., Finance, University of South Carolina | B.S., Finance, LaSalle University.
Member: Beta Gamma Sigma, Eastern Finance Association, Financial Management Association, Southern Finance Association, American Finance Association, American Risk and Insurance Association, Global Association of Risk Professionals and Western Finance Association.
Karen Wolters, Director
B.A., Economics, University of Delaware.
Member: Phi Beta Kappa.
Rebecca Frick, Senior Associate
B.S., Lehigh University
Member: Alpha Pi Mu.
• Business valuations
• Intangible asset valuations
• Securities valuations
Clear, Effective, Dependable
Mergers and Acquisitions
Start with Strategic Thinking
Expert Witness reports and testimony
Reliable, Accurate, Defensible
The Woodward Group, Ltd.
6 & 8 South Plum Street
Media, PA 19063