Valuations

Understanding the value of your business is beneficial in many ways – preparation for a merger, acquisition or divestiture, succession planning, estate and gift planning, management buyouts, corporate restructuring, buy/sell agreements, bank financing requirements, Employee Stock Ownership Plans, personal financial planning, and for a variety of other purposes. A professional business valuation will likely be necessary at some time in the future.

A properly prepared report, utilizing an independent valuation expert, offers more credibility to the reported value. Business owners who attempt to prepare their own valuation must be prepared to defend their assessment, and will face numerous challenges from a potential buyer. Additionally, while most business owners understand the operational aspects of their business, our experience shows that owners may not know the steps and options available to them in valuing their business. A professionally-prepared report is substantially more complex and more accurate.

Our valuation services provide a thorough analysis, including:

• Financial Calculations
• Operational Performance Analysis
• EBITDA
• Ratio Analysis
• Industry Comparisons
• Trends and Forecasts
• Economic and Market Assessments
• Relative Risk Assessments

Investment Advisors, Trust Companies and other Advisory Associates. We have partnered with an extensive network of advisors to preserve and enhance your assets and efficiently transfer assets to succeeding generations. We would be happy to recommend and introduce you to those who can most effectively meet your needs.

Contact us to discuss your specific requirements.