Valuation Services

Financial Advisory

Buy-Sell Agreements

Most Buy-Sell agreements require an equity appraisal.  Stock or partnership interests are typically valued at Fair Value.

Selling a Business

Considering selling a business? Ensure you get the best price for the business.  There are several things to think about such as...

• What is the business really worth?
• What tools will I need to sell the business?

A business valuation provides an un-biased, third-party, fair-market value of the business.  This gives a realistic view of the value in the business and can be used to establish the listing price for a business. 

Buying a Business

Are you considering buying or investing in a business? Protect your investment by finding out the real value of the business.

A business valuation provides an un-biased, third-party, fair-market value of the business that is a reliable basis to use to develop an offer on the business.  The in-depth analyses performed as part of the appraisal should provide you with assurances that the business is a smart buying decision.

Additionally, we provide appraisals pursuant to FASB 141 and 142 for asset allocation purposes.

Exit Strategies

We coordinate efforts with financial, legal, accounting and insurance professionals to meet our client’s retirement objectives, reduce taxes, ensure cash flow and provide security for families.

401(k) Investment

It is now possible under ERISA to fund the purchase of small business stock with 401k assets. The small business must be a C-Corporation. Also, the C-Corporation may be a member of an LLC, with other conventional investors. A business valuation is required by ERISA to ensure “adequate consideration” on the acquisition.

ESOP Program

Employee Stock Ownership Programs require an initial and annual appraisal.  These appraisals must be USPAP compliant.

Expert Testimony available for all of the above situations.