A business valuation provides an objective look at the value of your company and the factors that influence it. It is often used for corporate planning, buying or selling a business, marital dissolution, and buy-sell agreement planning.

Because a valuation is based on analysis rather than a guaranteed transaction price, it helps owners and decision-makers understand value, but it is not binding on either party in a sale or purchase. In many cases, the type of report selected depends on the purpose of the assignment and how the valuation will be used.

Types of Valuation Engagements

We offer three levels of valuation reporting, each designed for different needs:

• Calculation of Value: A limited analysis that helps you understand what your business may be worth and what factors affect value.
• Restricted Use Report: A more detailed valuation that results in an opinion of value and is intended for the client’s use.
• Complete Appraisal: A comprehensive report that includes a full company history and documented support for the opinion of value.

These engagements are commonly used for planning, ownership transitions, family law matters, and other business decisions where a clear understanding of value is important.

What We Provide

Our valuation professionals use recognized methods and a structured process to deliver clear, well-supported analysis. Depending on the assignment, our work may include:

• Review of business financial history and projections.
• Evaluation of tangible and intangible assets.
• Analysis of operational, management, and market factors.
• Discussion of the methodologies used and the conclusions reached.
• A report tailored to the purpose and intended use of the valuation.

About Our Team

Our team includes credentialed CPAs with business valuation experience and a streamlined process designed to complete assignments efficiently and thoroughly. We prepare valuations for a wide range of business, tax, planning, and litigation-related purposes.

Legal matters often involve complex financial issues that require objective analysis and clear documentation. We assist attorneys and clients with litigation support when accounting, valuation, and financial questions are central to a dispute.

Our litigation support services are often used in:

• Marital dissolution matters.
• Business disputes and shareholder conflicts.
• Estate and trust disputes.
• Fraud investigations.
• Economic damage claims.
• Property transfers and business ownership issues.
• Merger and acquisition-related disputes.
• Business succession matters.

Litigation Services We Offer

Our team provides financial analysis and expert support throughout the litigation process. Services may include:

• Forensic accounting.
• Fraud investigation.
• Economic damage calculations.
• Business valuation.
• Lost profit claims.
• Insurance claims analysis.
• Business entity structuring.
• Report review and preparation.
• Support for discovery and case analysis.
• Expert witness testimony.

We understand that litigation can be demanding and time-sensitive, so we focus on delivering careful analysis, organized support, and clear communication for both attorneys and their clients.

Getting Started

If you would like to move forward with a valuation or litigation engagement, we will provide an engagement letter for review and signature. We may also request a retainer before beginning substantial work, along with the information needed to begin the assignment efficiently.