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GAIN AN UNDERSTANDINGBUSINESS VALUATION SERVICES

Business valuation is our forte


Our credentialed business valuation specialists bring clarity to the complexities of valuation while adhering to strict development and reporting standards. We render an independent, objective opinion of your company’s value, in a reporting format tailored to meet your needs.

We thoroughly analyze the financial and operational performance of your company to understand the story behind the numbers. We assess current and forecasted market conditions as they impact present and future cash flows, which in turn drives value.

Whether we are engaged to establish the value for the purchase or sale of your business, gifting or estate planning purposes, litigation support, or an ESOP valuation, we bring technical knowledge and analytical expertise coupled with broad industry knowledge to deliver everything you need to make well-informed business decisions. Our full suite of business valuation services includes:

  • Employee stock ownership plans (ESOP)—We deliver thorough and unbiased ESOP valuation services, tailored to withstand the scrutiny of the company’s management team, ESOP trustee, and the Department of Labor. We also provide complete feasibility studies for companies considering the establishment of an ESOP.
  • Estate planning—The IRS closely scrutinizes gift and estate valuations. The impact of contested valuations can be significant, and undervalued assets may be subjected to tax penalties. Our valuation reports meet IRS disclosure requirements to start the statute of limitations on gifts. 
  • Litigation support—Our team offers a well-rounded approach to expert witness services, presenting complex issues clearly and thoroughly. Augmented by reports that clarify issues in a dispute, we can help support a defendable analysis, or clarify the true value of a business. We provide technical assistance to counsel in most phases of litigation, from assessing financial scope of initial claims, preparing for deposition of opposing experts, and expert testimony. We guide clients through divorce, shareholder, and partner disputes, and provide analysis of economic damages.
  • Tax strategies—Entity and deal structures can significantly impact income taxes associated with the business sale. We can help you achieve your desired outcomes with strategies that address purchase price allocation and goodwill impairment considerations.
  • Transaction support—We have extensive experience serving as accountants and business advisors to middle market companies involved in merger and acquisition transactions. Our transaction support services include, but are not limited to, benchmarking, divestiture and recapitalization planning, due diligence support, fairness opinions, transaction valuations, quality of earnings analyses, and succession planning.

To learn more, please contact our business valuation services team.

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