Business Valuation & Consulting

An accurate business valuation is critical as a management tool, as well as for the purchase of a new business, buy/sell agreements, estate planning, and litigation.

Our team has completed rigorous testing and case study work to be able to identify the most appropriate valuation techniques for your transaction. Our professionals have earned these accreditations:

Certified Valuation Analyst (CVA)

A Certified Valuation Analyst (CVA) is an individual that has specific training in valuation methods and analysis as certified by the National Association of Certified Valuators and Analysts (NACVA), a credential that is globally recognized.

Certified Financial Forensics (CFF)

The Certified in Financial Forensics (CFF) credential designates CPAs who specialize in financial forensics and demonstrate considerable expertise through their knowledge, skill, and experience.

Certified Fraud Examiner (CFE)

Certified Fraud Examiners (CFEs) possess unique expertise in preventing and detecting fraud, combining knowledge of complex financial transactions with an understanding of methods, law, and how to resolve allegations of fraud.

Business Valuation & Consulting Services

  • Business valuation for divorce, civil and eminent domain litigation
  • Estate planning and preparation of estate and gift tax returns
  • Planning for the sale or purchase of a business
  • Purchase price allocation among the assets at date of purchase or sale of business
  • Partner or shareholder disputes
  • Family limited partnerships

Our Valuation
Services Include:

  • Prepare formal valuation reports
  • Analysis and review of opposing expert’s report and issue opinions for any weaknesses
  • Provide expert and rebuttal testimony at trial
  • Assist in the preparation of direct and/or cross examination questions
  • Assist the client and sometime counsel in understanding the methodologies utilized in the business valuation