Business Valuations

Be Sure of Your company's Worth

Understanding the value of a business is a critical and necessary part of any business transition. Whether you are looking at family succession planning options or wondering what your business is worth for potential sale, our business valuation team can meet your needs. As a full service CPA firm that works solely with privately held businesses, our team takes a comprehensive approach. This helps our clients avoid surprises, minimize tax, and ultimately realize their goals. Our team of qualified valuation professionals meet all the requirements for IRS gift tax disclosures and work closely with trust and estates attorneys to ensure compliance.

Our business valuation team can assist with a wide variety of business valuation needs, including:

  • Estate and gift tax requirements under Revenue Ruling 59-60
  • Internal transactions between existing owners/shareholders
  • Merger and acquisition valuation services
  • Buy-in and buy-out agreements
  • Succession planning
  • Asset vs. Stock sale tax strategy projections and planning