Business Valuation & Consulting

We offer experience in valuation, a key financial tool on which major decisions and actions are based. Our work in valuation helps our clients make prudent decisions in their personal and business matters regarding growth, financing, settlements and sales.

Benefits of a Business Valuation

Closely held companies make up the vast majority of businesses making them potential targets for investment or purchase. A well organized business valuation report will provide the following:

• Valuable management information to assist in planning the company’s future
• Assist the business owner and his advisors in developing an estate plan to minimize taxes.
• Help a seller to maximize the value of his business.
• Assist attorneys, accountants and other professional in financial planning.
• Provide assistance to client to meet the information requirements of taxing authorities.
• Assist the buyer of a closely help company in determining a reasonable offer.
• Assist attorneys, other accountants and financial institutions in litigation support.
• Improve employee morale and productivity by assisting in the implementation of an Employee Stock Ownership Plan (ESOP)

When is Valuation Needed?

• Business Planning/Ongoing Operations
• Purchase or Sale of a Business
• Shareholder Liquidity
• Shareholder Relation/Consolidation
• Estate Planning