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

  • Buy-sell agreements
  • Estate and gift tax valuations
  • ESOP valuations
  • Partnership/business disputes
  • Stock-based compensation (409A) calculations
  • Damages and lost profits calculations
  • Marital dissolution valuations
  • Business insurance loss calculations
  • Cyber loss calculations
  • SBA loan applications
  • Intellectual property valuations

Services We Provide

  • Business Valuations
  • Calculation of Value Engagements
  • Complex dispute and economic damages calculations
  • Forecasts and Projections


Our valuations are often used by clients to establish the value of a business for a sale, to prepare for the transition of a business to the next generation of ownership, or to transfer interest of a business to an ESOP. Additionally, we can assist with valuing a business in the context of a dispute; for example, a partnership or business dispute, the dissolution of a marriage, a restrictive covenant dispute, or an intellectual property dispute.

Our ultimate goal is to provide you with peace of mind regarding your business. Recently, our valuation professionals were able to provide 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