Business Valuations

Most business owners know the value of their homes, their stock portfolios and  their cars. But when asked about the value of their business, probably their largest asset, most have no true idea of what their business is worth.

Business Valuations are an important tool in determining your personal net worth. A Business Valuation can help you improve the way you manage your business and either prepare it for sale or transfer to a family member when you choose to retire. 

We find when we ask business owners the response is often, “I’m not planning to sell my business now so why do I need to know its value?”  Here’s why you need to know if you own a business.

Some Reasons To Get a Business Valuation:

  • Exit Strategy
  • Expansion
  • Partnership Buy-Outs or Buy-Ins
  • Partnership Disputes
  • Estate and Gift Tax
  • Buy-Sell Agreements
  • Marital Dissolution
  • Loans or Capital Investment
  • Succession Planning
  • Employee Incentive Planning
  • Litigation Support Documentation

Our Process

  • Every Business Valuation begins with comprehensive overview discussion with the stakeholders. We want you to have a clear understanding of the purpose and objectives of the business valuation engagement.
  • We’ll then gather all pertinent data and information including financial and tax documents as well as a comprehensive interview process with the principals.
  • We’ll analyze and interpret corporate documents, financials, tax returns and other necessary information.
  • Finally we’ll prepare the Business Valuation and submit our final report to you. 

If you’re thinking about your company’s worth, call us today for a complimentary consultation or fill out our Contact form.  Our professional team will be happy to sit down with you to discuss your business valuation needs.