Business Valuation Services

Knowing the economic value of your business is important for short-term and long-term financial planning. Whether your needs include developing an exit strategy, tax planning or compliance, financial reporting, or resolving a dispute of value, we help by objectively valuing your business and preparing you for the future. 

Our credentialed professionals have earned business appraisal designations from the American Institute of Certified Public Accountants, the American Society of Appraisers, and the Institute of Business Appraisers. Team members have extensive courtroom experience, and have testified about valuation matters in U.S. Tax Court, federal court, and other jurisdictions.

Business Valuation Services Solutions

Planning and Compliance

  • Family limited partnerships
  • Limited liability companies
  • Closely held stock for estate and gift taxes
  • Charitable deductions
  • Corporate restructurings
  • Subchapter S status issues
  • Estate and gift valuation

Financial Reporting

  • Purchase price allocation for acquisition accounting
  • Goodwill and intangible impairment testing
  • Service, market or performance based employee stock options

Corporate Valuation

  • Buy/sell agreements
  • Mergers and acquisitions
  • Asset and equity allocation
  • Annual ESOP valuations
  • Value enhancements
  • Business combinations
  • Business succession planning
  • Portfolio and fund valuations

Litigation Support

Read more about our Business Valuation Services Practice.