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Business Valuations & Litigation Support

Businessman Using Laptop

- Services Offered -

Comprehensive and reliable assessments of business worth for purposes including:

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  • Estate and Gift Tax Planning

  • Family Law

  • Shareholder Disputes

  • Exit Planning

  • Buy-Sell Agreements

  • Mergers & Acquisitions

Why get a Business Valuation?

Our business valuation services are essential for a variety of purposes. With years of experience performing hundreds of valuations, we offer expert insights to help you make informed decisions.

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  • Gifting and Transferring Ownership: Facilitating the smooth transition of business ownership to others.

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  • Succession and Exit Planning: Ensuring a strategic exit or succession plan for long-term success.

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  • Estate Planning and Tax Purposes: Assisting in planning for estate taxes and related financial matters.

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  • Gift Tax Purposes: Helping to navigate the complexities of gift taxes in business transfers.

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  • Marital Dissolution (Divorce): Providing valuations for business division in divorce proceedings.

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  • Shareholder Disputes: Offering support in resolving disagreements between business owners.

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  • Buy-Sell Agreements: Valuing businesses as part of buy-sell arrangements between shareholders.

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  • Sale Transaction and Market Research: Assisting with valuations for the sale of your business and evaluating market trends.

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  • Litigation Support: Providing business valuation expertise in legal disputes.

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  • Determining Business Value for Planning: Offering valuation insights to support strategic planning and decision-making.

Knowing the value of your business is essential. Your business is likely your most valuable asset. Whether planning for the future, expanding operations, transferring ownership, or selling, a business valuation will determine its worth. Other reasons for obtaining a business valuation include estate and tax planning, buy-sell agreements, shareholder disputes, and divorce considerations. Or perhaps you simply want to explore your options for strategic planning. Whatever the reason, our expert valuation services will help you achieve your goals.

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You have worked hard, and so will we. Our valuations involve a meticulous analysis of the business’s history, strengths, weaknesses, risk factors, and competitive positioning. We examine corporate documents, as well as industry, regulatory and economic conditions; analyze five years of financial statements; and perform an industry-comparative analysis of liquidity, leverage, operating ratios and growth performance. Three approaches are employed: asset-based, income-based, and market-based using actual sales transactions. Finally, depending upon the valuation purpose, valuation discounts may apply.

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For these reasons, it is essential to have your business valued objectively by an experienced and credentialed professional. Our comprehensive reports will exceed your expectations. With over twenty-five years of experience and hundreds of valuations, our practice is dedicated to meeting your specific needs.

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