Valuations

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
  • Gift and estate taxes
  • Distribution of estate and trust assets
  • Litigation involving damages and losses

Our specialist is an experienced Certified Public Accountant and a Certified Valuation Analyst (CVA).