Valuation Services

Divorce

Divorce is always a difficult time, and the last thing you want to worry about is "what is the business worth?" We are here to issue a fair and independent report on the value of a business for court proceedings. We have experience providing independent valuations for the courts as well as providing expert testimony.

Estate & Gift Tax Valuations

When a business interest is transferred as a gift or as part of an estate, it must be valued. This could be a sole proprietorship, partnership interest or private company stock. The Internal Revenue Service issues strict guidelines on how to value this interest as stated in Revenue Ruling 59-60. A professionally prepared and supportable valuation is necessary to minimize any IRS challenge that may arise.

Mergers & Acquisitions

Strategic planning in connection with a merger, an acquisition, or a sale of a business calls for an independent assessment of value. You will be better prepared to make important decisions regarding your business with a clear, concise report on all aspects of the valuation. Our report will be issued from a fair, financial point of view.