There is an expression: “head in the clouds.” And as it turns out, it’s not a compliment.

If you want to sell, if you want to achieve, you need to be oriented to the world around you. With a business valuation report and the advice of one of our CPAs, we can help you gain a confidence in determining what your business is really worth. We have a database of thousands of small business sales statistics, to help make an informed assessment.

From this enlightened perspective you can move forward in a manner most suiting to your needs and environment.

Some Common Reasons for a Business Valuation

Employee Stock Ownership Plans (ESOP)Securities & Exchancge Commissions MattersFair Value ReportingLitigationRecapitalizationsFairness OpinionsFederal Gift and Estate Tax MattersMergers and AcquisitionsDissenting Shareholder SuitsStock Options – 409A & 123RLost Profits and DamageDivorce

Business valuations may be needed for your business for several different reasons. The most common reasons to get a business valuation are if you are looking to sell your business, looking to buy a business, or if you need financing. A less obvious, yet vitally important reason, is to help you with retirement or estate planning.

Along with your home, your business likely represents a major share of your assets. And how could you plan for the  future if you don’t the value of your business?

Our services include reviewing your current books as well as past tax returns, and through comparative analysis we refer to our database of nearly 10 thousand prior business sales. Along with this data and the seasoned advice of a certified public accountant, you gain an understanding of the worth of your business that will help you plan for the future pragmatically and with  more confidence.

We have solutions for:

  • Estate Tax Valuations
  • Business Valuations
  • Purchase/Sale Valuations
  • Economic Damages
  • Gift Tax Appraisals
  • Buy-Sell Valuations