Services

Valuation Services

Valuation Services

The truth is in the details and, with business valuations, those details could mean increased tax liability for your business. To truly utilize valuation as a tool to improve your business, determining an estimated fair market value is just the first step. 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 makes decisions that are not short-term in nature so it is incredibly useful to be able to rely on an appraisal process to keep making 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 the solution that best suits your needs. In the world of business valuation consultation, we believe that a well-prepared valuation is the cornerstone to find 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

  • Business Valuations
  • Calculation of Value Engagements
  • Forecasts and Projections
  • Transaction Consulting

Experience

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.

Service Relationships

  • National Association of Certified Valuations and Analysts