What Is It Really Worth?

Assessing the value of a privately held business involves more than financial statements alone. Intangible assets and complex financial instruments—such as options, warrants, convertible debt, and preferred equity—must be evaluated using rigorous and consistent methodologies

Over the lifecycle of a business, various events can create situations where it is important for a business owner to know what the true worth of their company is.

We can provide independent business valuations for transactions involving:

  • Gift & Estate Valuations and reporting
  • Purchase or Sale of Company
  • Buy-outs or bringing in a business partner
  • Buy-Sell Agreements
  • Business Valuation of Family-owned Companies
  • Mergers & Acquisitions
  • Employee Stock Ownership Plans and stock options as compensation (409A)
  • Purchase price allocation (ASC 805)
  • Financial Due Diligence
  • Quality of Earnings (QofE)
  • Exit & Succession Planning
  • Bank Financing
  • Wrongful death
  • Divorce and marriage dissolution

We bring extensive experience and professionalism to every engagement and are sensitive to your individual needs and concerns.

We work side-by-side with attorneys and business owners and their management teams on a regular basis assisting them with valuation matters. We are industry agnostic and ready to discuss your business valuation needs.

leaf