Valuation Services

A person’s most significant asset, in many cases, is the investment in their business. Therefore, decisions based on a business’ value significantly impact both the current and future well-being of the owners.

Determining an accurate business valuation assessment requires in-depth, specialized knowledge that includes a comprehensive understanding of the business, the economic environment, and the industry in which it operates.

To assess the value of a business, our professionals closely examine the type of business, location, industry trends, and economic outlook. Then we provide the most appropriate valuation type for the owners’ unique circumstances.

We provide valuation services for business owners, attorneys, trust departments, banks, financial institutions, and individuals in various situations. Our services include, but are not limited to:

• Buy/sell agreements and succession planning
• Sale of business
• Mergers and acquisitions
• Financial reporting, including purchase price allocations and goodwill impairment
• Gift and estate tax
• Marital dissolutions