Services | Business Advisory & Consulting

Valuation Services

Valuation Services

The Value of Your Business Should Not be Overlooked

The truth is in the details, and, with business valuations, those details could mean increased tax liability for your business. Determining an estimated fair market value is just the first step in utilizing valuations as a tool to improve your business. The real key is acting on that knowledge.

Our experience gained over the years as Certified Valuation Analysts® has given us the vital ability to provide you with a sound business valuation based on proven and accepted methods. Small-business owners frequently make decisions that are not short term in nature, so it is incredibly useful to be able to rely on an appraisal process to help make better long-term choices. Working with a certified team is invaluable when determining the value of your business. Our accountants who specialize in this service are readily available to consult with you in order to provide you with a solution that best suits your needs. In the world of business valuation consultation, we believe that a well-prepared valuation is the cornerstone to finding peace of mind and success.

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How We Serve

  • Business succession planning
  • Buy-sell agreements
  • Estate and gift tax
  • Mergers and acquisitions
  • Stock-based compensation

Services We Provide

  • Agreed Upon Procedures for M&A Transactions
  • Business Valuations
  • Calculation of Value Engagements
  • Forecasts and Projections
  • Quality of Earnings
  • Transaction Consulting


Our valuations are often used by clients to establish a value for business transition planning that can take the form of an outright sale, next generation ownership, ESOP, etc.

We provided valuation services to a $220 million manufacturer in order to assist them in establishing a share value for their shareholder buy-sell agreement.

The professionals in our practice group hold the Certified Valuation Analyst (CVA®) credential, which requires them to recertify every three years through continuing professional education to enhance their knowledge and maintain a level of competence that is current with the progress of the industry.

Service Relationship

  • National Association of Certified Valuators and Analysts

Thought Leadership