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Business Valuations

We’re often asked by business owners and their advisors to prepare business valuations.

Often these business valuations are part of life changing or big dollar decisions. Decisions that will make a difference to you.


Typical Business Valuation Engagements:
  • Business sales and acquisitions

  • Exit Planning / Succession Planning

  • Loan approvals and SBA business valuations

  • Compliance with provisions included in a Buy / Sell agreement

  • Dispute resolution between business owners and family members

  • Estate and gift tax planning

  • Family limited partnerships

  • Stock option plans for key management

  • Personal goodwill calculations

  • Built-in-gains tax planning


Much More Than a Cash Flow Multiple

Business Valuations are much, much more than just simple math or a so called multiple. An accurate business valuation requires understanding all aspects of your business that affect your operations and your results.

This starts with the overall economy and your industry. It continues with working down to your people, processes, products, services and of course, your results.

We understand the numbers and we understand what’s behind the numbers. We then apply that knowledge to your numbers using proven methods.  Our experience and professional judgment ensure we find the correct value for your business valuation.

We meet all standards of the Association of Independent Certified Public Accountants (AICPA)  Statement of Standards of Valuation Services (SSVS) and the standards of the National Association of Certified Valuators and Analysts.  When important to you we also meet ASA, USPAP standards.

Contact us if you have questions or if you are ready to start. We will promptly respond and set up a complimentary, confidential phone call so we can understand your specific valuation needs and provide a straight forward and accurate proposal.

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