Valuation Services for Every Stage of Business Ownership

Business valuation services are used in many different circumstances. Whether you're planning for the future, preparing for a transition, or addressing tax and estate matters, an independent valuation provides an objective foundation for informed decision-making.

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"Every business has a story. Understanding value means bringing together the pieces that shape it."

Estate, Tax & Compliance Matters

Independent valuation support for planning and reporting requirements.

  • —Estate planning

    —Estate settlement

    —Gift tax valuations

    —Other tax and compliance requirements

Ownership Transitions & Exit Planning

Preparing for change begins with
understanding value.

  • —Succession planning

    —Buy-sell agreements

    —Exit planning

    —Business sales and acquisitions

    —Marital Dissolution

Strategic Planning &
Growth

Understanding where your business stands today can help shape the decisions you make tomorrow.

  • —Strategic planning

    —Executive compensation and equity programs

    —Growth initiatives

    —Ownership planning

    —Benchmarking business performance

THE VALUATION PROCESS

What to Expect

Every engagement begins with understanding the story of the business behind the financial statements. Through conversations with the client and management, documentation review, and detailed analysis, the valuation process is unique to the circumstances surrounding each engagement.

  • Conversations to understand your current circumstances, objectives, and valuation needs. Management discussions provide valuable context about company background, operations, and performance. Financial reporting, governing documentation, and business information are collected and reviewed.

  • External research on the economy, industry, and financial benchmarking is undertaken. Financial information is analyzed, assumptions are evaluated, and an initial opinion of value is developed.

  • A comprehensive report is drafted and key assumptions and conclusions are reviewed with management. A final report is completed and delivered.

If you are interested in learning more detail behind what to expect in a typical valuation process, complete the form below.

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