Are you planning to retire, gift your business, consider a merger, or enter into a buy-sell agreement?

Before you do that, speak with us.

Understanding the current value of your business and its assets may be invaluable to help grow or maintain its value. An independent appraisal of your business and its assets may be essential in determining its value. Our valuation professionals have practical experience and the necessary abilities to perform the appraisal you need, for example:

  • Estate planning and administration
  • Buy-Sell agreements
  • Succession and Exit Planning
  • Consideration of an Employee Stock Ownership Plan (ESOP)
  • Shareholder agreements
  • Legal and litigation support

Our valuation specialists are CPAs who have obtained the highly regarded credentials s of Certified Valuation Analyst (CVA) from the National Association of Certified Valuation Analyst (NACVA). These independent professionals, in addition to the extensive training in valuation theory and application, have practical experience in the field in accounting and auditing, taxation, finance and investments. They have the necessary abilities and expertise to perform a quality appraisal and clearly communicate the results in a well written report.

Let us help you to determine the true value of the business prior to making a big change. We’re here to help.

Contact Us