Business Valuation Consulting

Solutions

Advisory

Business Valuation Consulting

elliott davis

Know your worth.

get in touch

In both the short and long-term, knowing the economic value of your business ensures you’re prepared for the future. Whether your needs include developing an exit strategy, tax planning or compliance, financial reporting, resolving a dispute, or contemplating an acquisition, we help by objectively valuing your business and preparing you for the future.

We have worked with and understand the unique needs of private equity groups, publicly traded companies, and closely-held companies across a broad range of industries. With extensive courtroom experience, credentials from the top licensing firms in the country, and working relationships with the largest accounting firms, our professionals are well suited to provide valuation conclusions in accordance with best practices and industry standards.

get in touch

solution overviews

Corporate Valuation

  • Buy/Sell Agreements
  • Mergers and Acquisitions
  • Annual ESOP Valuations
  • Value Enhancement
  • Business Succession Planning

Financial Reporting

  • Goodwill Impairment Testing
  • Stock-based Compensation
  • Complex Financial Instruments and Contracts
  • Mark-to-Market Valuation
  • Acquisition Accounting
  • Intangible Asset Valuation
  • Contingent Consideration
  • Portfolio and Fund Valuations

Litigation Support

  • Marital Dissolutions
  • Contract Disputes
  • Shareholder Disputes
  • Economic Damages and Lost Profits
  • Assistance with Equitable Distribution
  • Review and Rebuttal of Outside Reports

Tax Planning and Compliance

  • Estate and Gift Valuation
  • Charitable Deductions
  • Corporate Restructurings
  • Subchapter S Elections
  • Carried Interest Valuations

The team

meet our

specialists

Gary R. Gerlach

Director

Albert Lazo

Senior Manager

Luke Newquist

Senior Manager

Featured Insight

Helping a manufacturer stand up financials and respond to an LOI

Discover how our accounting advisory services helped a 35-year-old manufacturing company professionalize financial reporting, uncover missed tax savings, and secure a $110K refund. Learn how strategic tax planning and valuation analysis drove $480K+ in additional benefits.

view insight
view all insights

more insights

Transforming a growing pediatric DSO into a scalable, private equity-ready platformTransforming a growing pediatric DSO into a scalable, private equity-ready platform

Transforming a growing pediatric DSO into a scalable, private equity-ready platform

See how a nine-office DSO built a scalable, private equity-ready platform using office-level modeling, KPI dashboards, and a centralized back-office.

Case Study
February 26, 2026
Is your business ready to sell? A comprehensive guide to strategic, financial, and operational readinessIs your business ready to sell? A comprehensive guide to strategic, financial, and operational readiness

Is your business ready to sell? A comprehensive guide to strategic, financial, and operational readiness

Learn how to prepare your business for sale by strengthening strategy, financial reporting, and operations to enhance valuation and attract buyers.

Article
February 25, 2026
Surviving the Great Freight Recession: Credit, capacity, and the road aheadSurviving the Great Freight Recession: Credit, capacity, and the road ahead

Surviving the Great Freight Recession: Credit, capacity, and the road ahead

The U.S. trucking industry faces a prolonged downturn. Explore credit access, fleet capacity, and survival strategies for lenders and operators in this Elliott Davis deep dive.

November 10, 2025
Avoiding post-close M&A disputes: Practical strategies to reduce risk and preserve valueAvoiding post-close M&A disputes: Practical strategies to reduce risk and preserve value

Avoiding post-close M&A disputes: Practical strategies to reduce risk and preserve value

Discover practical strategies to prevent post-close M&A disputes. Learn how to reduce risk, align expectations, and preserve deal value through proactive planning and clear documentation.

Article
August 13, 2025
How a construction firm increased EBITDA and achieved readiness for saleHow a construction firm increased EBITDA and achieved readiness for sale

How a construction firm increased EBITDA and achieved readiness for sale

Discover how a construction firm tripled its EBITDA in just two years through strategic planning and operational improvements, positioning the business for a successful sale.

Case Study
June 9, 2025
How one construction firm achieved growth through organizational realignmentHow one construction firm achieved growth through organizational realignment

How one construction firm achieved growth through organizational realignment

Discover how a construction firm drove sustainable growth through strategic organizational realignment. This case study outlines key leadership and operational changes that enabled a smooth transition and continued success.

June 3, 2025

related solutions

Succession Planning

Maximize the transition of generational wealth with tailored succession and exit strategies.

view solution

Family Law Litigation Support

We work with you to simplify and streamline the process so that family law litigation can be as painless as possible.

view solution

Tax Methods & Credits

Leverage federal and state tax credit and deduction opportunities to grow your business.

view solution

find your solution

by industry
by category

All Industries

Closely Held Business

Construction

Entertainment & Sports

Financial Services

Healthcare

Manufacturing & Distribution

Not-for-Profit

Private Equity

Professional Services

Real Estate

Technology

Industries

Solutions by Industry

Every industry has its own nuances. We take that into consideration and approach business solutions with the specific lens required of your field. Our teams are comprised of talent with relevant experience and we’re prepared to meet every challenge.

Advisory

Human Capital

Succession Planning

Strategy & Growth

Operational Excellence

Governance, Risk, & Compliance

Fraud & Forensic Accounting

Family Law Litigation Support

Sustainability & ESG

Commercial Litigation Support

Business Valuation Consulting

Business Turnaround & Recovery

Client Accounting Advisory Services

Transaction Advisory

Solutions

Solutions by Category

When running a business, a variety of challenges and opportunities present themselves. Our breadth of services span every category. Based on your business goals, we’ll find the right solutions to meet the moment.

contact our team.