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.
Your closely held business is likely your largest asset, but it comes with two frustrating characteristics: you don’t know what it’s worth, and it’s highly illiquid. You may also be struggling to align with other owners or questioning whether you have the energy to both improve the business and prepare for a successful transaction.
Selling or acquiring a business is one of the most significant and demanding undertakings an owner will face. We help owners and leadership teams stay organized, informed, and confident throughout the transaction by serving as a financial advocate and strategic resource.
Whether planning for an estate, making a gift, establishing a trust, or managing executive compensation, a defensible valuation helps maintain compliance and minimize tax exposure to support more efficient wealth transfer strategies.
