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Successfully operating a business enterprise and making sound financial decisions in today's fast-paced, complex world presents significant challenges. These challenges create a need for a specialized professional - the business valuator!

The specific role of the business valuator is to determine the value of tangible and intangible assets held by businesses or individuals. Valuation professionals provide a broad army of services to meet the unique needs of businesses and independent clients. A business valuator may be necessary for financial, legal, business, family or personal reasons. Qualified business valuators must have expertise in accounting, tax, finance, economics, litigation support, valuation theory and application-and more.

Understanding the full scope of business valuation services is important in identifying specific areas of interest and need. Business valuation clients come from all professions and industries. Included are attorneys, judges, financial planners and institutions, insurance companies, Certified Public Accountants, business consultants, business owners, real estate appraiser, and business brokers.

Reasons to Hire a Professional Valuator:
  • Adequacy of Life Insurance
  • Allocation of Acquisition Price
  • Buy/Sell Agreements
  • Employee Stock Ownership Plans
  • Estate and Gift Taxes
  • Fairness Opinions
  • Financing
  • Franchise Valuation or Reviewuation
  • Gifting Programs
  • Incentive Stock Option Programs
  • Initial Public Offerings
  • Intellectual Property
  • Lease vs. Buy
  • Liquidation or Reorganization
  • Litigation Support
  • Disruption of a Business
  • Dissenting Shareholder Actions
  • Divorce
  • Economic Loss Analysis
  • Eminent Domain
  • Partner Disputes
  • Pensions, 401 (k), Benefits
  • Wrongful Death Mediation and Arbitration
  • Mergers and Acquisitions
  • Purchase/Sale of a Business
  • Corporate Split-Ups and Spin-offs
  • Succession Planning
  • and many more!

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