Business Valuation

We provide clarity and confidence in complex situations through accurate, defensible business valuations. Our team combines techincal expertise with real-world experience to deliver credible, easy-to-understand results that support informed decision-making, regulatory compliance, and future planning.

Our business valuation professionals’ process relies on an in depth review, analysis, and understanding of your business’ history, present capacity, future prospects, and operating structure in the development of our work product. Their experience, specialized training, and extensive knowledge of business valuation principles and techniques, business practices, industry and economic trends in combination with their familiarity with the federal, state, and local tax laws help to provide you with a credible and understandable result.

There are a wide variety of situations that require an objective determination of a business entity value that encompass different standards of value (fair market, judicial, intrinsic, investment, or synergistic values) and/or ownership structures. Purposes of the valuation may be for transactional agreements (buy/sell/merge), gift and estate tax planning, stock compensation arrangements, employee stock ownership plans (ESOPs), litigation, and succession planning.

Business valuations are also used in litigation support for a number of legal matters, including: bankruptcy, divorce, economic damages, fraud, eminent domain, and partner or shareholder disputes. During times when emotions are running high and the stakes are even higher, you can be confident in our team’s ability to deliver a business valuation that is thorough, accurate, and based upon knowledge of current conditions, but also the knowledge that comes from years of practical experience applying recognized valuation approaches, detailed analyses, and research.

Our professionals are Certified Public Accountants with advanced valuation credentials, such as Certified Valuation Analyst (CVA) and Accredited in Business Valuation (ABV), demonstrating rigorous training and a dedication to high professional standards.