Set Realistic Expectations

Estimating a company’s worth based on seeing what another company sold for, or what an owner thinks his or her business is worth, is not a reliable method.

Businesses, or any asset, are only worth what someone will pay for them in the current marketplace. We determine and document the market value of the business enterprise to establish the current fair market value. If needed, from there we can construct a plan to help increase the value.

Our Valuation Services Include:

  • Business Valuations Consulting & Support
  • Buy-Sell Agreements
  • Estate & Gift Tax
  • Litigation Support
  • Calculation of Lost Profits

  • License / Degree Valuations
  • Divorce Disputes
  • Stock Options & Stock-Based Compensation
  • SBA Lending
  • Mergers & Acquisitions

The Goal of a Transition Valuation

The goal is to understand a starting point of the current value. Then, examine the areas inside the business that may increase the potential price. In a family succession, our focus may not be on price. It may be on how to create a succession plan to begin to transfer family wealth. Our certified professionals will prepare a clear, independent report that explains key variables in the analysis and looks beyond simple facts and figures.