As a business owner, your company represents your life’s work, your legacy. When it comes to putting a value on such dedication, you need an independent advisor well-versed in the methods of valuing both the tangible and intangible assets constituting your business enterprise.

Whether you are engaged in gift and estate planning, involved in a partner buyout, or considering the sale or purchase of a business, an accurate assessment of business value is essential in making strategic decisions. For over 25 years, clients have been working with our business valuation practice to protect their businesses and prepare for any life situation. Our accredited specialists focus exclusively on valuation and actively participate in ongoing education. In addition, each of our team members are Certified Public Accountants (CPA) who have also met the rigid professional training and testing requirements to earn the designations of Certified Valuation Analyst (CVA).

Our quality valuation is based upon knowledge of current conditions, but also on years of practical experience applying recognized valuation approaches, detailed analysis, and research. During times when emotions are running high and the stakes are even higher, you can be confident in our team’s ability to deliver a thorough and accurate business valuation.

Valuation services for all your business needs:

  • Purchase/sale of business
  • Legal proceedings
  • Divorce settlements
  • Shareholder buyouts
  • Buy/sell agreements
  • Dissenting shareholder actions
  • Stock/ownership gifting
  • Estate filings