Business Valuation

Your business is one of, if not the most valuable asset you have, and it is important to know the true value of that asset. Whether you simply want to have a better feel of the value of your business, are involved in a high level merger or acquisition, are working on a sale or divestiture, want to give focus on charitable contributions or gift and estate taxes, it is important to be able to trust that you are receiving the full value of the asset that you have worked so hard to build. With potential changes to the estate and gift tax laws and thresholds, now it is more important than ever to consider succession planning and gifting your assets to the next generation. You need to have confidence that the value you submit to the IRS is true and will hold up in court. With a business valuation expert licensed by the National Association of Certified Valuators and Analysts (NACVA) on staff, we are able to produce results that you can be confident in as it relates to the value of your business.

Service Capabilities

Summary Reports

Formal, detailed presentations which present include a conclusion of value. The Summary Report is based on a comprehensive review and analysis of the business, the industry, and all other relevant factors. The report uses between one and three different valuation approaches, depending on the purpose and premise of the valuation. The approaches include the asset approach, the income approach, and the market approach. Each approach looks at the company and relevant factors through a different lens to come to the most accurate valuation possible. Reports are typically between 40 and 70 pages, and provide comprehensive analysis on the state of the economy, in-depth calculation analysis, and multiple exhibits. Summary reports are generally used for estate and gift tax or charitable contribution purposes.

Calculation Reports

Presents a calculation of value rather than a conclusion of value. The process is typically less formal, and we work with our clients to determine an agreed upon procedure to determine which route to take regarding the different valuation approaches. Calculation reports are typically a few pages, and contain far less analysis than a Summary report.  These reports are more commonly used when clients are looking to sell out of their business, or potentially acquire a company.

We help companies and individuals build strong financial foundations capable of withstanding whatever life brings their way.

Let us help you with your business valuation.

Industries We Serve

Because of our highly personalized approach, we've come to learn a lot about our clients industries. This extensive and ever-growing knowledge allows us to provide a strong and stable foundation for our clients and move forward with confidence knowing that we're helping them make the most ideal decisions based on their industry. Below are just some of the industries we've served. Please don't hesitate to contact us if you would like to know more about the industries we've worked with.

Construction & Real Estate
Restaurant & Entertainment
Retail & Wholesale
Farm & Ranch
Health Care