If your business needs a professional valuation, you want to make sure you have someone who understands the complex issues involved in an accurate valuation. You want to know for sure what your business is worth.
Closely held businesses, personal and family ownership interests and professional practices may require a valuation for any of the following:
- Mergers and acquisitions
- Purchase or sale of an ownership interest
- Buy-sell agreements and succession planning
- Sales, expansions or reductions, and borrowing
- Divorce proceedings and pre-nuptial agreements
- Employee stock ownership plans (ESOPs)
- Gift and estate taxes
- Distribution of estate and trust assets
- Litigation involving damages and losses; lost wages and business interruptions; fraud, anti-trust or forensic investigations; accounting and tax matters; and intellectual property
Our professionals have diverse expertise, including valuing companies in industries such as construction, real estate, manufacturing and distribution, family investments, wholesale and retail, healthcare practices, high-tech firms and professional services firms. Our specialists are experienced Certified Public Accountants with valuation certifications including Accredited in Business Valuation (ABV) and Certified Valuation Analyst (CVA). In addition, many have been qualified as expert witnesses on financial and business matters in Federal court and a number of local jurisdictions.
Brochures:
Business Valuation
Newsletters:
We also offer a Valuation Outlook quarterly newsletter that presents recent court decisions and timely articles related to current valuation topics. To subscribe to the mailing list, click the following link: Join Mailing List.
Newsletters online include:



