A business valuation provides more than a number; it offers insight into how your business creates value, where risk exists, and the steps you can take to strengthen its financial position. Whether you’re planning for an exit, transferring ownership, resolving a dispute, or satisfying tax or financial reporting requirements, an accurate and defensible valuation is essential.
We deliver valuations that combine technical accuracy with a practical perspective. Every engagement is performed in accordance with the professional standards of the National Association of Certified Valuators and Analysts (NACVA), and our team holds the Certified Valuation Analyst (CVA) designation. These credentials reflect our commitment to rigorous analysis, independence, and clear communication.
Just as important, we focus on demystifying the process. Our goal is to make complex topics understandable so that you can use the results to make informed, confident decisions.
Our experience covers a broad range of business interests, industries, and assets, including:
Discovery and data gathering: We meet with you to understand your business, its history, and the purpose of the valuation, and to collect key financial and operational information.
Preliminary analysis: We review historical performance, normalize results, and identify the primary drivers of value.
Management interview: We conduct a focused discussion with company leadership to understand operations, competition, key risks, and future expectations.
Valuation modeling: We apply the income, market, and cost approaches as appropriate and test the results for reasonableness.
Client review: We walk through the draft valuation together, explaining assumptions and conclusions in clear, straightforward language.
Final report and presentation: We deliver a concise, defensible report that meets professional standards and provides actionable insight.
