Valuations

Businesses are investments, jobs, legacies to our children, and the foundation of our financial planning.

The value of most investments can be easily estimated in our digital age but the value of privately held businesses, often the most important assets we have, is a black box.

A valuation of your business is the cornerstone of solid ongoing business decisions, the basis for transferring ownership, and integral to many other life events.

We can tailor a valuation to your needs and budget; we have the expertise and experience to get it done right.

Valuations prepared for:

  • Estimating the value for ongoing business planning and decision-making
  • Establishing a Selling/Purchase price
  • Deemed dispositions for tax purposes
  • Gift and Estate tax valuations
  • Employee Stock Ownership Plans
  • Inter-generational transfers
  • Partner additions and departures
  • Loss of Income and other insurance claims.

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