Knowing your company’s value is critical in many situations – selling or merging a business, securing financing, admitting new partners, negotiating a buy-in or buyout, planning for retirement, or resolving a legal dispute.
An accurate valuation provides clarity, strengthens your negotiating position, and helps you make informed decisions. The right analysis can be the difference between a successful outcome and leaving money on the table.
Certified Valuation Expertise
Credentialed Valuation Analysts Trusted by Courts and Lenders
Business valuations require credentialed analysts whose work holds up under scrutiny. Our team carries the Certified Valuation Analyst designation from NACVA, the standard recognized by courts, lenders, and tax authorities.
What Drives Business Value
Determining the true value of a business requires analyzing both tangible assets – real estate, equipment, and other property – and intangible assets such as goodwill, customer relationships, trademarks, contracts, and intellectual property.
Value is also influenced by broader business dynamics, including management quality, competitive position, industry conditions, and future economic prospects. Each of these factors affects risk – and risk directly impacts value.
A Careful, Defensible Process
As CVAs, we apply accepted valuation methodologies to develop either a calculation of value or a conclusion of value, depending on the scope and intended use of the report. Whether the purpose is transaction planning or litigation support, our process is thorough, defensible, and tailored to the specific needs of each engagement.
Strategy & Transaction Planning
Valuation and consulting services to support major business transitions:
- Exit and succession planning
- Purchase or sale of a business
- Transaction negotiations
- Buy/sell agreements
- Estate and gift planning
Litigation Support
Defensible valuations and expert analysis for legal proceedings:
- Marital dissolution
- Economic damages
- Shareholder disputes