Business Valuation

Business meeting with calculator and documents.

Expert Business Valuations

Whether you’re negotiating a merger, considering new shareholders, attempting to resolve disputes associated with liability, shareholder equity, estate planning, or marital dissolution, objective valuation can make the difference between loss or gain, success or failure. Business valuation is not an exact science. It’s based on judgment, experience, and relevant information. So, you need professionals who are well-qualified, with significant experience in evaluating all types of organizations.

Few things are more important to business owners than the value of their business. The valuation you get for your business can make or break a proposition. The range of needs for valuing businesses continues to widen, and we provide in-depth analysis to help you identify and analyze the factors that drive the value of your company or one in which you have an interest.

Business meeting with documents on a table.

Our Approach

We commit to intimately getting to know your business in order to understand what constitutes its value. We work closely with you to analyze your operations and historical financial data. Our in-depth knowledge of your business enables us to provide a well-reasoned, fully documented, and defensible valuation opinion.

We provide a full range of business valuation services for the following needs:

  • Bankruptcy
  • Business Disputes
  • Buyouts
  • Divorce
  • Estate Planning
  • Financing
  • Gifting
  • Mergers & Acquisitions
  • Other Business Valuation Scenarios
For Every Financial Need

How We Can Help

Tax Services

From planning to preparing and filing, we assist every step of the way. We ensure that our clients are compliant with all IRS regulations.

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Audit & Assurance Services

We assist with assurance and reporting requirements placed upon many entities, such as nonprofits, government agencies, and other organizations.

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Business Services

Depending upon the size and financial sophistication of your organization, outsourcing your business accounting services will save you time and money.

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Individual Services

We help ensure a bright and secure future for our clients and their families through Financial & Retirement Planning as well as Estate & Trust Planning.

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