helping you understand business value
Demand for business valuation extends beyond owners contemplating a potential sale. A valuation can be prepared for a variety of reasons and should be tailored to suit that need. That's where our expertise comes in.
Providing valuation opinions for mergers and acquisitions, shareholder buyouts, and divorce.
Working with Trustees from the original formation of Employee Stock Ownership Plans (ESOPs) to performing annual ESOP valuation updates.
Business valuation for owners planning future ownership transition and allowing for time to increase value.
Preparing thorough and credible valuation reports for compliance with estate and gift tax reporting requirements, intangible asset reporting, and litigation.
let us know if we can help
We enjoy and appreciate the opportunity to build relationships with business owners and their advisors. Whether current circumstances require the need for a valuation today or you are a business owner five or more years from an ownership transition, it’s never too early to start planning. We are here to help, so please reach out to us if you would like to discuss business value and the process of business valuation in more detail.