Know and grow the value of your business!

Only a business owner can understand the endless hours and personal sacrifices it takes to build a successful and lasting business. At various times in the life of the business it is prudent to have a valuation done. Some of the most common reasons are for the purchase or sale of a business, divorce, gifting to children, or a shareholder dispute. We take this one step further by helping you understand what drives the market value of your business and then put together a plan to maximize its value. Proper planning can pay huge dividends!
How We Can Help
Calculation of Value
- Work with business owner to determine the appropriate valuation method based on the industry and then provide a calculation of the value
Calculation of Value + Value Enhancement Strategy
- Provide calculation of value
- Conduct an in-depth analysis of the business to determine operational and accounting enhancements to increase the value of the business
Common Reasons Valuations Are Performed:
- Calculation of estate tax upon death
- Determination of value for gifting purposes
- Negotiate value in a purchase
- Sale or merger of business interests
- Property distribution in a divorce
- Actions in eminent domain
- Buy/sell agreements
- Partner/shareholder disputes
- Dissenting shareholder actions
- Damages for disruption of a business
- Split-up/spin-off of a division or a subsidiary
- Succession and exit planning
- Venture capital and other forms of capital
- Family limited partnerships
- Charitable contribution of privately held stock
- Employee Stock Ownership Plans (ESOPs) need an annual valuation of the company stock














