Businesses need to be valued for a number of reasons such as their purchase and sale, obtaining a listing, inheritance tax and capital gains tax computations. Generally, valuation difficulties are restricted to unlisted companies because listed companies have a quoted share price. However, even listed companies can present valuation challenges for example when one is trying to predict the effect of a takeover on the share price.

Our ability to understand and determine the value of companies has been the cornerstone of our firm’s services. We offer valuation and consulting services for businesses of all sizes in a variety of industries, including corporate valuation, gift, estate, and income tax valuation, buy-sell agreement valuation and financial reporting valuation services  and expert testimony consulting. In addition, we can assist with transaction-related needs, including M & A advisory, fairness opinions, and strategic alternatives assessment.

The following is just a few of the areas in which we provide business valuation services:

  • Financing related valuations
  • Sale of a business or an interest in the business
  • Sale of an interest to an insider
  • Estate transfer of a business or an interest in the business
  • Succession and exit planning
  • Special tax valuations