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    Business Valuations

    Calculating Worth for Interested Third Parties

    Our Valuation Services Group provides valuation services related to equity in businesses, stock options and other intangible assets. We work with companies interested in mergers or acquisitions, litigation support and individuals with estate, gift and trust planning and in martial dissolution services.

    FD Valuation Credentials

    Our professionals carry the most recognizable credentials in the valuation industry, including Chartered Financial Analyst (CFA), Accredited Senior Appraiser (ASA) in business valuations and Certified Public Accountant (CPA).

    Valuation Variables

    Placing a monetary value on a company or business involves much more than simply determining what a potential buyer might pay for it. There are many factors that need to be taken into account, such as the type of company, market value, investment value, growth potential, tax laws, potential discounts and, of course, the individual circumstances of each business owner. Our valuation experts will help you navigate these issues and more.

    ESOP Valuations

    We have significant experience working with Employee Stock Ownership Plans (ESOP). An ESOP is a retirement plan in which company stock is donated instead of cash. The value of the stock must be determined annually to establish the employer’s deduction for the contribution.

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