Estate Planning and Succession Planning
As you think about what’s next for your business, having an accurate valuation of it can give you the perspective you need. If you’re planning to sell, a valuation can help you outline your exit strategy and establish a price that aligns with your wishes for the company’s future. A valuation can also help you gauge what might impact your business’ value in the coming years. We also work with estate planners to provide a valuation for gift tax planning and compliance.
If you’re involved in a commercial dispute, you may be asked to provide a valuation of your business. In this case, we can work with you to provide an objective valuation that stands up to scrutiny and challenges from the opposing side. In every engagement, we bring an outside perspective that puts you and your business at the forefront.
Mergers and Acquisitions
Expanding your business via acquisition requires careful consideration and planning. Part of this process includes evaluating the purchase price of your target. Our valuation professionals can help you determine a fair acquisition price for an entity and its assets. Some of the services we provide include financial modeling and pricing analysis, as well as valuations for financial and tax reporting purposes.